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Cape Investment Advisory’s Invesco S&P 500 Equal Weight Technology ETF RSPT Stock Holding History

Cape Investment Advisory’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 		– Sell
-150
Closed -$6.83K – 988
2025
Q4 		$6.83K Buy
150
+130
+650% +$5.9K ﹤0.01% 836
2025
Q3 		$892 Sell
20
-150
-88% -$6.3K ﹤0.01% 748
2025
Q2 		$6.93K Hold
170
– – ﹤0.01% 697
2025
Q1 		$5.81K Hold
170
– – ﹤0.01% 713
2024
Q4 		$6.36K Hold
170
– – ﹤0.01% 684
2024
Q3 		$6.41K Hold
170
– – ﹤0.01% 652
2024
Q2 		$6.23K Hold
170
– – ﹤0.01% 612
2024
Q1 		$5.98K Hold
170
– – ﹤0.01% 625
2023
Q4 		$5.55K Hold
170
– – ﹤0.01% 761
2023
Q3 		$4.79K Hold
170
– – ﹤0.01% 677
2023
Q2 		$5K Hold
170
– – ﹤0.01% 656
2023
Q1 		$4.69K Buy
+170
New +$4.48K ﹤0.01% 687

Other funds holding RSPT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B 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
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
DIP
Davis Investment Partners Charlotte, North Carolina $283M AUM 24.98% 1-Year Est. Return