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

Cascade Wealth Advisors’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	$8.53M	Sell	131,869 -944	-0.7%	-$54.2K	3.43%	13
2026 Q1	$7.72M	Sell	132,813 -6,192	-4%	-$289K	3.39%	14
2025 Q4	$6.78M	Sell	139,005 -200	-0.1%	-$9.07K	3.12%	15
2025 Q3	$6.42M	Sell	139,205 -3,001	-2%	-$126K	3.16%	14
2025 Q2	$5.81M	Sell	142,206 -8,230	-5%	-$298K	3.29%	11
2025 Q1	$4.89M	Sell	150,436 -17,750	-11%	-$665K	3.38%	12
2024 Q4	$6.29M	Sell	168,186 -14,241	-8%	-$543K	4.26%	10
2024 Q3	$6.88M	Sell	182,427 -7,549	-4%	-$275K	4.91%	7
2024 Q2	$6.79M	Sell	189,976 -59,343	-24%	-$2.06M	5.02%	7
2024 Q1	$8.47M	Buy	+249,319	New	+$8.41M	7.2%	2

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

Cascade Wealth Advisors's RSPT Position: Q2 2026 in Review

Cascade Wealth Advisors reduced its Invesco S&P 500 Equal Weight Technology ETF (RSPT) stake by 0.71% in Q2 2026, selling an estimated $54.2K and leaving 131,869 shares worth $8.53M. The position accounts for 3.43% of the portfolio, ranked #13.

Cascade Wealth Advisors first reported a position in RSPT in Q1 2024 and has held it in 10 quarters since. 501 funds tracked by Wall St. Rank hold RSPT as of Q2 2026.

Cascade Wealth Advisors held 131,869 shares of Invesco S&P 500 Equal Weight Technology ETF worth $8.53M as of Q2 2026.
Cascade Wealth Advisors sold 944 Invesco S&P 500 Equal Weight Technology ETF shares in Q2 2026, an estimated $54.2K.
Invesco S&P 500 Equal Weight Technology ETF made up 3.43% of Cascade Wealth Advisors's portfolio in Q2 2026, its #13 holding.
Cascade Wealth Advisors first reported a position in Invesco S&P 500 Equal Weight Technology ETF in Q1 2024 and has held it in 10 quarters since.
501 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Technology ETF as of Q2 2026.

Based on Cascade Wealth Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.