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

Aptus Capital 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	$376K	Sell	8,300 -487	-6%	-$22.7K	﹤0.01%	797
2025 Q4	$400K	Buy	8,787 +3,407	+63%	+$155K	﹤0.01%	803
2025 Q3	$240K	Buy	5,380 +214	+4%	+$8.98K	﹤0.01%	915
2025 Q2	$211K	Hold	5,166	–	–	﹤0.01%	931
2025 Q1	$177K	Sell	5,166 -3,134	-38%	-$117K	﹤0.01%	916
2024 Q4	$311K	Buy	8,300 +2,661	+47%	+$101K	﹤0.01%	761
2024 Q3	$213K	Buy	5,639 +639	+13%	+$23.3K	﹤0.01%	747
2024 Q2	$183K	Hold	5,000	–	–	﹤0.01%	742
2024 Q1	$176K	Hold	5,000	–	–	﹤0.01%	748
2023 Q4	$163K	Hold	5,000	–	–	﹤0.01%	575
2023 Q3	$141K	Hold	5,000	–	–	﹤0.01%	594
2023 Q2	$147K	Buy	+5,000	New	+$137K	﹤0.01%	507

Other funds holding RSPT

Bank of America

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 $501B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

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

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

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Raymond James Financial

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

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

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