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

Acorn Wealth 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
2026 Q1	$703K	Buy	15,543 +13	+0.1%	+$607	0.21%	108
2025 Q4	$707K	Buy	15,530 +13	+0.1%	+$590	0.21%	105
2025 Q3	$692K	Buy	15,517 +14	+0.1%	+$588	0.22%	103
2025 Q2	$632K	Buy	15,503 +19	+0.1%	+$688	0.24%	91
2025 Q1	$530K	Buy	15,484 +19	+0.1%	+$712	0.22%	100
2024 Q4	$579K	Buy	15,465 +905	+6%	+$34.5K	0.24%	89
2024 Q3	$549K	Buy	14,560 +580	+4%	+$21.1K	0.24%	82
2024 Q2	$513K	Buy	13,980 +15	+0.1%	+$522	0.25%	81
2024 Q1	$491K	Buy	13,965 +17	+0.1%	+$573	0.26%	81
2023 Q4	$455K	Sell	13,948 -1,739	-11%	-$51.1K	0.27%	81
2023 Q3	$442K	Sell	15,687 -3	-0%	-$88	0.29%	79
2023 Q2	$461K	Buy	15,690 +20	+0.1%	+$547	0.31%	80
2023 Q1	$432K	Buy	15,670 +30	+0.2%	+$791	0.32%	78
2022 Q4	$380K	Sell	15,640 -2,710	-15%	-$66.2K	0.29%	82
2022 Q3	$416K	Buy	18,350 +60	+0.3%	+$1.53K	0.34%	72
2022 Q2	$432K	Buy	18,290 +20	+0.1%	+$517	0.34%	70
2022 Q1	$528K	Buy	18,270 +20	+0.1%	+$580	0.36%	64
2021 Q4	$591K	Buy	18,250 +20	+0.1%	+$620	0.37%	63
2021 Q3	$526K	Sell	18,230 -110	-0.6%	-$3.27K	0.37%	64
2021 Q2	$532K	Hold	18,340	–	–	0.37%	64
2021 Q1	$495K	Sell	18,340 -4,830	-21%	-$126K	0.35%	69
2020 Q4	$587K	Sell	23,170 -3,820	-14%	-$88.7K	0.46%	52
2020 Q3	$569K	Buy	26,990 +100	+0.4%	+$2.08K	0.5%	45
2020 Q2	$535K	Sell	26,890 -23,330	-46%	-$432K	0.5%	47
2020 Q1	$810K	Buy	50,220 +20,410	+68%	+$386K	0.91%	24
2019 Q4	$597K	Buy	29,810 +830	+3%	+$15.6K	0.5%	41
2019 Q3	$551K	Buy	28,980 +12,860	+80%	+$231K	0.47%	44
2019 Q2	$283K	Buy	+16,120	New	+$279K	0.26%	82
2018 Q3	–	Sell	-3,500	Closed	-$56K	–	373
2018 Q2	$56K	Hold	3,500	–	–	0.05%	256
2018 Q1	$53K	Buy	3,500 +1,290	+58%	+$19.8K	0.05%	257
2017 Q4	$33K	Buy	+2,210	New	+$31.4K	0.03%	312

Other funds holding RSPT

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

RWM

RMG Wealth Management Platteville, Wisconsin $866M AUM 11.95% 1-Year Est. Return

BWFA

Baltimore-Washington Financial Advisors Columbia, Maryland $2.32B AUM 16.8% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

DIP

Davis Investment Partners Charlotte, North Carolina $283M AUM 24.98% 1-Year Est. Return

Acorn Wealth Advisors's RSPT Position: Q1 2026 in Review

Acorn Wealth Advisors increased its Invesco S&P 500 Equal Weight Technology ETF (RSPT) stake by 0.08% in Q1 2026, buying an estimated $607 and bringing the position to 15,543 shares worth $703K. The position accounts for 0.21% of the portfolio, ranked #108.

Acorn Wealth Advisors first reported a position in RSPT in Q4 2017 and has held it in 31 quarters since. The position peaked at $810K in Q1 2020. 411 funds tracked by Wall St. Rank hold RSPT as of Q1 2026.

Acorn Wealth Advisors held 15,543 shares of Invesco S&P 500 Equal Weight Technology ETF worth $703K as of Q1 2026.
Acorn Wealth Advisors bought 13 Invesco S&P 500 Equal Weight Technology ETF shares in Q1 2026, an estimated $607.
Invesco S&P 500 Equal Weight Technology ETF made up 0.21% of Acorn Wealth Advisors's portfolio in Q1 2026, its #108 holding.
Acorn Wealth Advisors first reported a position in Invesco S&P 500 Equal Weight Technology ETF in Q4 2017 and has held it in 31 quarters since.
Acorn Wealth Advisors's Invesco S&P 500 Equal Weight Technology ETF position peaked at $810K in Q1 2020.
411 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Technology ETF as of Q1 2026.

Based on Acorn Wealth Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.