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

Capital Advisors Inc’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	$625K	Hold	9,697	–	–	0.01%	207
2026 Q1	$439K	Hold	9,697	–	–	0.01%	241
2025 Q4	$441K	Hold	9,697	–	–	0.01%	227
2025 Q3	$432K	Hold	9,697	–	–	0.01%	213
2025 Q2	$395K	Hold	9,697	–	–	0.01%	222
2025 Q1	$332K	Hold	9,697	–	–	0.01%	239
2024 Q4	$363K	Hold	9,697	–	–	0.01%	225
2024 Q3	$366K	Hold	9,697	–	–	0.01%	225
2024 Q2	$356K	Sell	9,697 -225	-2%	-$7.82K	0.01%	233
2024 Q1	$349K	Hold	9,922	–	–	0.01%	228
2023 Q4	$324K	Hold	9,922	–	–	0.01%	238
2023 Q3	$279K	Buy	9,922 +2	+0%	+$58	0.01%	218
2023 Q2	$292K	Sell	9,920 -50	-0.5%	-$1.37K	0.01%	224
2023 Q1	$275K	Buy	+9,970	New	+$263K	0.01%	220

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

Capital Advisors Inc's RSPT Position: Q2 2026 in Review

Capital Advisors Inc held its Invesco S&P 500 Equal Weight Technology ETF (RSPT) position steady in Q2 2026 at 9,697 shares worth $625K. The position accounts for 0.01% of the portfolio, ranked #207.

Capital Advisors Inc first reported a position in RSPT in Q1 2023 and has held it in 14 quarters since. 500 funds tracked by Wall St. Rank hold RSPT as of Q2 2026.

Capital Advisors Inc held 9,697 shares of Invesco S&P 500 Equal Weight Technology ETF worth $625K as of Q2 2026.
Capital Advisors Inc left its Invesco S&P 500 Equal Weight Technology ETF share count unchanged in Q2 2026.
Invesco S&P 500 Equal Weight Technology ETF made up 0.01% of Capital Advisors Inc's portfolio in Q2 2026, its #207 holding.
Capital Advisors Inc first reported a position in Invesco S&P 500 Equal Weight Technology ETF in Q1 2023 and has held it in 14 quarters since.
500 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Technology ETF as of Q2 2026.

Based on Capital Advisors Inc's 13F filing for Q2 2026, filed 23 Jul 2026.