Advisor OS’s Invesco S&P 500 Equal Weight Technology ETF RSPT Stock Holding History

Advisor OS’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 Q2	$555K	Buy	8,601 +3	+0%	+$172	0.04%	292
2026 Q1	$389K	Sell	8,598 -24	-0.3%	-$1.12K	0.03%	356
2025 Q4	$392K	Sell	8,622 -66	-0.8%	-$3K	0.03%	332
2025 Q3	$387K	Sell	8,688 -49	-0.6%	-$2.06K	0.03%	310
2025 Q2	$356K	Buy	8,737 +64	+0.7%	+$2.32K	0.04%	316
2025 Q1	$297K	Buy	8,673 +280	+3%	+$10.5K	0.03%	326
2024 Q4	$314K	Buy	+8,393	New	+$320K	0.04%	310

Other funds holding RSPT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

BWFA

Baltimore-Washington Financial Advisors Columbia, Maryland $2.67B AUM 19.65% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

DIP

Davis Investment Partners Charlotte, North Carolina $328M AUM 36.73% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Advisor OS's RSPT Position: Q2 2026 in Review

Advisor OS increased its Invesco S&P 500 Equal Weight Technology ETF (RSPT) stake by 0.03% in Q2 2026, buying an estimated $172 and bringing the position to 8,601 shares worth $555K. The position accounts for 0.04% of the portfolio, ranked #292.

Advisor OS first reported a position in RSPT in Q4 2024 and has held it in 7 quarters since. 500 funds tracked by Wall St. Rank hold RSPT as of Q2 2026.

Advisor OS held 8,601 shares of Invesco S&P 500 Equal Weight Technology ETF worth $555K as of Q2 2026.
Advisor OS bought 3 Invesco S&P 500 Equal Weight Technology ETF shares in Q2 2026, an estimated $172.
Invesco S&P 500 Equal Weight Technology ETF made up 0.04% of Advisor OS's portfolio in Q2 2026, its #292 holding.
Advisor OS first reported a position in Invesco S&P 500 Equal Weight Technology ETF in Q4 2024 and has held it in 7 quarters since.
500 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Technology ETF as of Q2 2026.

Based on Advisor OS's 13F filing for Q2 2026, filed 5 Aug 2026.