Cerity Partners’s Invesco S&P 500 Equal Weight Technology ETF RSPT Stock Holding History

Cerity Partners’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	$3.78M	Sell	58,527 -2,683	-4%	-$154K	﹤0.01%	1236
2026 Q1	$2.77M	Sell	61,210 -642	-1%	-$30K	﹤0.01%	1307
2025 Q4	$2.81M	Buy	61,852 +20,974	+51%	+$952K	﹤0.01%	1218
2025 Q3	$1.82M	Sell	40,878 -1,689	-4%	-$70.9K	﹤0.01%	1339
2025 Q2	$1.74M	Sell	42,567 -65,659	-61%	-$2.38M	﹤0.01%	1280
2025 Q1	$3.7M	Sell	108,226 -84,094	-44%	-$3.15M	0.01%	849
2024 Q4	$7.2M	Sell	192,320 -70,680	-27%	-$2.7M	0.02%	593
2024 Q3	$9.92M	Buy	263,000 +11,395	+5%	+$415K	0.02%	496
2024 Q2	$9.22M	Sell	251,605 -73,697	-23%	-$2.56M	0.02%	444
2024 Q1	$11.4M	Buy	325,302 +17,975	+6%	+$606K	0.03%	424
2023 Q4	$10M	Sell	307,327 -23,824	-7%	-$700K	0.03%	376
2023 Q3	$9.32M	Buy	331,151 +24,561	+8%	+$717K	0.05%	307
2023 Q2	$9.02M	Buy	306,590 +260,210	+561%	+$7.12M	0.04%	360
2023 Q1	$1.28M	Sell	46,380 -420	-0.9%	-$11.1K	﹤0.01%	881
2022 Q4	$1.14M	Buy	+46,800	New	+$1.14M	0.01%	667

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

Cerity Partners's RSPT Position: Q2 2026 in Review

Cerity Partners reduced its Invesco S&P 500 Equal Weight Technology ETF (RSPT) stake by 4.4% in Q2 2026, selling an estimated $154K and leaving 58,527 shares worth $3.78M. The position accounts for ﹤0.01% of the portfolio, ranked #1236.

Cerity Partners first reported a position in RSPT in Q4 2022 and has held it in 15 quarters since. The position peaked at $11.4M in Q1 2024. 501 funds tracked by Wall St. Rank hold RSPT as of Q2 2026.

Cerity Partners held 58,527 shares of Invesco S&P 500 Equal Weight Technology ETF worth $3.78M as of Q2 2026.
Cerity Partners sold 2,683 Invesco S&P 500 Equal Weight Technology ETF shares in Q2 2026, an estimated $154K.
Invesco S&P 500 Equal Weight Technology ETF made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #1236 holding.
Cerity Partners first reported a position in Invesco S&P 500 Equal Weight Technology ETF in Q4 2022 and has held it in 15 quarters since.
Cerity Partners's Invesco S&P 500 Equal Weight Technology ETF position peaked at $11.4M in Q1 2024.
501 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Technology ETF as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.