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

Capital Advisors Ltd’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	$31K	Hold	482	–	–	﹤0.01%	592
2026 Q1	$22K	Hold	482	–	–	﹤0.01%	650
2025 Q4	$22K	Hold	482	–	–	﹤0.01%	634
2025 Q3	$21K	Hold	482	–	–	﹤0.01%	636
2025 Q2	$20K	Hold	482	–	–	﹤0.01%	628
2025 Q1	$16K	Hold	482	–	–	﹤0.01%	659
2024 Q4	$18K	Hold	482	–	–	﹤0.01%	639
2024 Q3	$18K	Hold	482	–	–	﹤0.01%	627
2024 Q2	$18K	Buy	482 +196	+69%	+$6.82K	﹤0.01%	614
2024 Q1	$10K	Buy	+286	New	+$9.64K	﹤0.01%	723

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 Ltd's RSPT Position: Q2 2026 in Review

Capital Advisors Ltd held its Invesco S&P 500 Equal Weight Technology ETF (RSPT) position steady in Q2 2026 at 482 shares worth $31K. The position accounts for ﹤0.01% of the portfolio, ranked #592.

Capital Advisors Ltd first reported a position in RSPT in Q1 2024 and has held it in 10 quarters since. 500 funds tracked by Wall St. Rank hold RSPT as of Q2 2026.

Capital Advisors Ltd held 482 shares of Invesco S&P 500 Equal Weight Technology ETF worth $31K as of Q2 2026.
Capital Advisors Ltd 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 Ltd's portfolio in Q2 2026, its #592 holding.
Capital Advisors Ltd first reported a position in Invesco S&P 500 Equal Weight Technology ETF in Q1 2024 and has held it in 10 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 Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.