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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
Q3 		$9.88K Hold
150
– – ﹤0.01% 869
2026
Q2 		$9.68K Buy
+150
New +$8.61K ﹤0.01% 873
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

NRS
Neville Rodie & Shaw New York $1.48B AUM 34.49% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AIA
Aventus Investment Advisors Naples, Florida $137M AUM 14.14% 1-Year Est. Return
YWM
Yoder Wealth Management Walnut Creek, California $265M AUM 16.95% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
SCA
Sage Capital Advisors Sioux Falls, South Dakota $498M AUM 28.29% 1-Year Est. Return
WAM
Walker Asset Management Verona, Missouri $197M AUM 22.74% 1-Year Est. Return
BWM
Bullock Wealth Management Bloomington, Indiana $241M AUM 23.31% 1-Year Est. Return
GRWP
Green Ridge Wealth Planning Montville, New Jersey $249M AUM 26.89% 1-Year Est. Return

Cape Investment Advisory's RSPT Position: Q3 2026 in Review

Cape Investment Advisory held its Invesco S&P 500 Equal Weight Technology ETF (RSPT) position steady in Q3 2026 at 150 shares worth $9.88K. The position accounts for ﹤0.01% of the portfolio, ranked #869.

Cape Investment Advisory first reported a position in RSPT in Q1 2023 and has held it in 14 quarters since. 47 funds tracked by Wall St. Rank hold RSPT as of Q3 2026.

  • Cape Investment Advisory held 150 shares of Invesco S&P 500 Equal Weight Technology ETF worth $9.88K as of Q3 2026.
  • Cape Investment Advisory left its Invesco S&P 500 Equal Weight Technology ETF share count unchanged in Q3 2026.
  • Invesco S&P 500 Equal Weight Technology ETF made up ﹤0.01% of Cape Investment Advisory's portfolio in Q3 2026, its #869 holding.
  • Cape Investment Advisory first reported a position in Invesco S&P 500 Equal Weight Technology ETF in Q1 2023 and has held it in 14 quarters since.
  • 47 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Technology ETF as of Q3 2026.

Based on Cape Investment Advisory's 13F filing for Q3 2026, filed 13 Oct 2026.