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Win Advisors’s Invesco S&P 500 Equal Weight Technology ETF RSPT Stock Holding History

Win Advisors’s Portfolio RSPT Stock Details RSPT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-580
Closed -$14.1K – 122
2022
Q4 		$14.1K Hold
580
– – 0.01% 98
2022
Q3 		$13K Hold
580
– – ﹤0.01% 85
2022
Q2 		$14K Sell
580
-2,870
-83% -$74.2K 0.03% 97
2022
Q1 		$100K Sell
3,450
-324,190
-99% -$9.4M 0.03% 80
2021
Q4 		$10.6M Buy
+327,640
New +$10.1M 2.43% 17

Other funds holding RSPT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
DIP
Davis Investment Partners Charlotte, North Carolina $283M AUM 24.98% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BFG
Bouchey Financial Group Troy, New York $1.36B AUM 13.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Win Advisors's RSPT Position: Q1 2023 in Review

Win Advisors sold out of Invesco S&P 500 Equal Weight Technology ETF (RSPT) in Q1 2023, closing a stake of 580 shares — an estimated $14.1K sold.

Win Advisors first reported a position in RSPT in Q4 2021 and held it in 5 quarters. The position peaked at $10.6M in Q4 2021. 294 funds tracked by Wall St. Rank hold RSPT as of Q1 2023.

  • Win Advisors reported no remaining Invesco S&P 500 Equal Weight Technology ETF position as of Q1 2023 after selling out during the quarter.
  • Win Advisors sold 580 Invesco S&P 500 Equal Weight Technology ETF shares in Q1 2023, an estimated $14.1K.
  • Win Advisors first reported a position in Invesco S&P 500 Equal Weight Technology ETF in Q4 2021 and held it in 5 quarters.
  • Win Advisors's Invesco S&P 500 Equal Weight Technology ETF position peaked at $10.6M in Q4 2021.
  • 294 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Technology ETF as of Q1 2023.

Based on Win Advisors's 13F filing for Q1 2023, filed 28 Apr 2023.