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WJ Wealth Management’s Invesco S&P 500 Equal Weight Technology ETF RSPT Stock Holding History

WJ Wealth Management’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
Q2 		– Sell
-58,360
Closed -$1.61M – 66
2023
Q1 		$1.61M Buy
+58,360
New +$1.54M 1.09% 21

Other funds holding RSPT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BFG
Bouchey Financial Group Troy, New York $1.36B AUM 13.96% 1-Year Est. Return

WJ Wealth Management's RSPT Position: Q2 2023 in Review

WJ Wealth Management sold out of Invesco S&P 500 Equal Weight Technology ETF (RSPT) in Q2 2023, closing a stake of 58,360 shares — an estimated $1.61M sold.

WJ Wealth Management first reported a position in RSPT in Q1 2023 and held it in 1 quarter. The position peaked at $1.61M in Q1 2023. 319 funds tracked by Wall St. Rank hold RSPT as of Q2 2023.

  • WJ Wealth Management reported no remaining Invesco S&P 500 Equal Weight Technology ETF position as of Q2 2023 after selling out during the quarter.
  • WJ Wealth Management sold 58,360 Invesco S&P 500 Equal Weight Technology ETF shares in Q2 2023, an estimated $1.61M.
  • WJ Wealth Management first reported a position in Invesco S&P 500 Equal Weight Technology ETF in Q1 2023 and held it in 1 quarter.
  • WJ Wealth Management's Invesco S&P 500 Equal Weight Technology ETF position peaked at $1.61M in Q1 2023.
  • 319 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Technology ETF as of Q2 2023.

Based on WJ Wealth Management's 13F filing for Q2 2023, filed 12 Jul 2023.