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 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 $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

RWM

RMG Wealth Management Platteville, Wisconsin $866M AUM 11.95% 1-Year Est. Return

BWFA

Baltimore-Washington Financial Advisors Columbia, Maryland $2.32B AUM 16.8% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

DIP

Davis Investment Partners Charlotte, North Carolina $283M AUM 24.98% 1-Year Est. Return

Cascade Wealth Advisors's RSPT Position: Q1 2026 in Review

Cascade Wealth Advisors reduced its Invesco S&P 500 Equal Weight Technology ETF (RSPT) stake by 4.5% in Q1 2026, selling an estimated $289K and leaving 132,813 shares worth $7.72M. The position accounts for 3.39% of the portfolio, ranked #14.

Cascade Wealth Advisors first reported a position in RSPT in Q1 2024 and has held it in 9 quarters since. The position peaked at $8.47M in Q1 2024. 411 funds tracked by Wall St. Rank hold RSPT as of Q1 2026.

Cascade Wealth Advisors held 132,813 shares of Invesco S&P 500 Equal Weight Technology ETF worth $7.72M as of Q1 2026.
Cascade Wealth Advisors sold 6,192 Invesco S&P 500 Equal Weight Technology ETF shares in Q1 2026, an estimated $289K.
Invesco S&P 500 Equal Weight Technology ETF made up 3.39% of Cascade Wealth Advisors's portfolio in Q1 2026, its #14 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 9 quarters since.
Cascade Wealth Advisors's Invesco S&P 500 Equal Weight Technology ETF position peaked at $8.47M in Q1 2024.
411 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Technology ETF as of Q1 2026.

Based on Cascade Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.