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

Apriem 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	$3.24M	Buy	71,554 +1	+0%	+$47	0.31%	52
2025 Q4	$3.26M	Buy	71,553 +2	+0%	+$91	0.3%	52
2025 Q3	$3.19M	Buy	71,551 +2	+0%	+$84	0.3%	52
2025 Q2	$2.92M	Buy	71,549 +2	+0%	+$72	0.31%	51
2025 Q1	$2.45M	Buy	71,547 +1	+0%	+$37	0.29%	51
2024 Q4	$2.68M	Buy	71,546 +2	+0%	+$76	0.31%	49
2024 Q3	$2.7M	Buy	71,544 +1	+0%	+$36	0.32%	49
2024 Q2	$2.62M	Buy	71,543 +2	+0%	+$70	0.32%	51
2024 Q1	$2.52M	Buy	71,541 +2	+0%	+$67	0.32%	51
2023 Q4	$2.34M	Buy	71,539 +2	+0%	+$59	0.31%	46
2023 Q3	$2.01M	Sell	71,537 -1,403	-2%	-$41K	0.3%	50
2023 Q2	$2.14M	Buy	72,940 +10	+0%	+$273	0.32%	48
2023 Q1	$2.01M	Hold	72,930	–	–	0.32%	50
2022 Q4	$1.77M	Sell	72,930 -330	-0.5%	-$8.07K	0.31%	45
2022 Q3	$1.66M	Buy	73,260 +1,340	+2%	+$34.2K	0.3%	46
2022 Q2	$1.7M	Buy	71,920 +400	+0.6%	+$10.3K	0.29%	45
2022 Q1	$2.07M	Buy	71,520 +1,000	+1%	+$29K	0.3%	45
2021 Q4	$2.29M	Hold	70,520	–	–	0.32%	41
2021 Q3	$2.03M	Hold	70,520	–	–	0.29%	40
2021 Q2	$2.04M	Hold	70,520	–	–	0.31%	42
2021 Q1	$1.9M	Buy	+70,520	New	+$1.85M	0.29%	41
2020 Q4	–	Sell	-71,010	Closed	-$1.5M	–	135
2020 Q3	$1.5M	Hold	71,010	–	–	0.27%	41
2020 Q2	$1.41M	Buy	71,010 +10	+0%	+$185	0.29%	42
2020 Q1	$1.13M	Hold	71,000	–	–	0.27%	47
2019 Q4	$1.41M	Hold	71,000	–	–	0.27%	41
2019 Q3	$1.27M	Hold	71,000	–	–	0.28%	45
2019 Q2	$1.26M	Hold	71,000	–	–	0.39%	45
2019 Q1	$1.21M	Hold	71,000	–	–	0.32%	41
2018 Q4	$1M	Hold	71,000	–	–	0.35%	49
2018 Q3	$1.2M	Hold	71,000	–	–	0.26%	50
2018 Q2	$1.13M	Buy	+71,000	New	+$1.12M	0.25%	51
2017 Q2	–	Sell	-1,500	Closed	-$18K	–	458
2017 Q1	$18K	Hold	1,500	–	–	﹤0.01%	361
2016 Q4	$16K	Sell	1,500 -500	-25%	-$5.33K	﹤0.01%	387
2016 Q3	$21K	Hold	2,000	–	–	0.01%	331
2016 Q2	$19K	Hold	2,000	–	–	0.01%	347
2016 Q1	$19K	Hold	2,000	–	–	0.01%	317
2015 Q4	$18K	Hold	2,000	–	–	0.01%	317
2015 Q3	$17K	Hold	2,000	–	–	0.01%	313
2015 Q2	$18K	Hold	2,000	–	–	0.01%	343
2015 Q1	$18K	Buy	2,000 +1,000	+100%	+$9.12K	0.01%	341
2014 Q4	$9K	Hold	1,000	–	–	﹤0.01%	385
2014 Q3	$9K	Hold	1,000	–	–	﹤0.01%	388
2014 Q2	$8K	Hold	1,000	–	–	﹤0.01%	359
2014 Q1	$8K	Hold	1,000	–	–	﹤0.01%	376
2013 Q4	$8K	Hold	1,000	–	–	﹤0.01%	377
2013 Q3	$7K	Hold	1,000	–	–	﹤0.01%	383
2013 Q2	$6K	Buy	+1,000	New	+$6.31K	﹤0.01%	366

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

Apriem Advisors's RSPT Position: Q1 2026 in Review

Apriem Advisors increased its Invesco S&P 500 Equal Weight Technology ETF (RSPT) stake by 0% in Q1 2026, buying an estimated $47 and bringing the position to 71,554 shares worth $3.24M. The position accounts for 0.31% of the portfolio, ranked #52.

Apriem Advisors first reported a position in RSPT in Q2 2013 and has held it in 47 quarters since. The position peaked at $3.26M in Q4 2025. 411 funds tracked by Wall St. Rank hold RSPT as of Q1 2026.

Apriem Advisors held 71,554 shares of Invesco S&P 500 Equal Weight Technology ETF worth $3.24M as of Q1 2026.
Apriem Advisors bought 1 Invesco S&P 500 Equal Weight Technology ETF share in Q1 2026, an estimated $47.
Invesco S&P 500 Equal Weight Technology ETF made up 0.31% of Apriem Advisors's portfolio in Q1 2026, its #52 holding.
Apriem Advisors first reported a position in Invesco S&P 500 Equal Weight Technology ETF in Q2 2013 and has held it in 47 quarters since.
Apriem Advisors's Invesco S&P 500 Equal Weight Technology ETF position peaked at $3.26M in Q4 2025.
411 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Technology ETF as of Q1 2026.

Based on Apriem Advisors's 13F filing for Q1 2026, filed 15 May 2026.