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

Cary Street Partners 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 Q2	$73.5K	Buy	+1,140	New	+$65.4K	0.01%	545
2024 Q3	–	Sell	-16,761	Closed	-$614K	–	781
2024 Q2	$614K	Buy	+16,761	New	+$583K	0.02%	428
2023 Q4	–	Sell	-2,500	Closed	-$70.4K	–	1575
2023 Q3	$70.4K	Hold	2,500	–	–	﹤0.01%	782
2023 Q2	$73.5K	Hold	2,500	–	–	﹤0.01%	725
2023 Q1	$69K	Hold	2,500	–	–	0.01%	670
2022 Q4	$60.7K	Buy	+2,500	New	+$61.1K	﹤0.01%	692
2020 Q4	–	Sell	-2,440	Closed	-$51K	–	758
2020 Q3	$51K	Buy	+2,440	New	+$50.8K	0.01%	488

Other funds holding RSPT

DIP

Davis Investment Partners Charlotte, North Carolina $328M AUM 36.73% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

BAAM

Baker Avenue Asset Management San Francisco, California $5.28B AUM 39.19% 1-Year Est. Return

BFG

Bouchey Financial Group Troy, New York $1.55B AUM 29.02% 1-Year Est. Return

Quadrature Capital London, United Kingdom $11.7B AUM 87.29% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Rockport Wealth Fairview Park, Ohio $595M AUM 23.65% 1-Year Est. Return

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

PWP

Prasad Wealth Partners Independence, Ohio $416M AUM 21.9% 1-Year Est. Return

Cary Street Partners Investment Advisory's RSPT Position: Q2 2026 in Review

Cary Street Partners Investment Advisory opened a new position in Invesco S&P 500 Equal Weight Technology ETF (RSPT) in Q2 2026: 1,140 shares worth $73.5K. The stake represents 0.01% of the portfolio and ranks #545 among its holdings. This is a return to the name: Cary Street Partners Investment Advisory previously reported a position in RSPT as recently as Q2 2024.

Cary Street Partners Investment Advisory first reported a position in RSPT in Q3 2020 and has held it in 7 quarters since. The position peaked at $614K in Q2 2024. 299 funds tracked by Wall St. Rank hold RSPT as of Q2 2026.

Cary Street Partners Investment Advisory held 1,140 shares of Invesco S&P 500 Equal Weight Technology ETF worth $73.5K as of Q2 2026.
Invesco S&P 500 Equal Weight Technology ETF was a new Cary Street Partners Investment Advisory position in Q2 2026.
Invesco S&P 500 Equal Weight Technology ETF made up 0.01% of Cary Street Partners Investment Advisory's portfolio in Q2 2026, its #545 holding.
Cary Street Partners Investment Advisory first reported a position in Invesco S&P 500 Equal Weight Technology ETF in Q3 2020 and has held it in 7 quarters since.
Cary Street Partners Investment Advisory's Invesco S&P 500 Equal Weight Technology ETF position peaked at $614K in Q2 2024.
299 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Technology ETF as of Q2 2026.

Based on Cary Street Partners Investment Advisory's 13F filing for Q2 2026, filed 17 Jul 2026.