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

Clearstead 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	$2.37M	Buy	36,715 +3,732	+11%	+$214K	0.02%	353
2026 Q1	$1.49M	Buy	32,983 +2,867	+10%	+$134K	0.01%	428
2025 Q4	$1.37M	Sell	30,116 -10,424	-26%	-$473K	0.02%	399
2025 Q3	$1.81M	Sell	40,540 -854	-2%	-$35.9K	0.02%	339
2025 Q2	$1.69M	Buy	41,394 +8,347	+25%	+$302K	0.02%	348
2025 Q1	$1.13M	Buy	33,047 +4	+0%	+$150	0.02%	384
2024 Q4	$1.24M	Sell	33,043 -16,064	-33%	-$613K	0.02%	370
2024 Q3	$1.85M	Buy	49,107 +5,007	+11%	+$182K	0.03%	308
2024 Q2	$1.62M	Buy	44,100 +10,396	+31%	+$361K	0.03%	306
2024 Q1	$1.15M	Buy	33,704 +4	+0%	+$135	0.06%	211
2023 Q4	$1.1M	Sell	33,700 -1,466	-4%	-$43.1K	0.06%	215
2023 Q3	$990K	Buy	35,166 +2,906	+9%	+$84.9K	0.06%	207
2023 Q2	$949K	Hold	32,260	–	–	0.06%	210
2023 Q1	$890K	Sell	32,260 -210	-0.6%	-$5.54K	0.06%	186
2022 Q4	$789K	Buy	32,470 +10	+0%	+$244	0.06%	194
2022 Q3	$735K	Buy	32,460 +26,280	+425%	+$672K	0.07%	180
2022 Q2	$146K	Buy	6,180 +10	+0.2%	+$259	0.01%	426
2022 Q1	$178K	Hold	6,170	–	–	0.01%	426
2021 Q4	$200K	Buy	6,170 +4,170	+209%	+$129K	0.01%	391
2021 Q3	$58K	Hold	2,000	–	–	﹤0.01%	587
2021 Q2	$58K	Hold	2,000	–	–	﹤0.01%	529
2021 Q1	$54K	Hold	2,000	–	–	﹤0.01%	532
2020 Q4	$51K	Hold	2,000	–	–	﹤0.01%	508
2020 Q3	$42K	Buy	+2,000	New	+$41.6K	﹤0.01%	497

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

Clearstead Advisors's RSPT Position: Q2 2026 in Review

Clearstead Advisors increased its Invesco S&P 500 Equal Weight Technology ETF (RSPT) stake by 11% in Q2 2026, buying an estimated $214K and bringing the position to 36,715 shares worth $2.37M. The position accounts for 0.02% of the portfolio, ranked #353.

Clearstead Advisors first reported a position in RSPT in Q3 2020 and has held it in 24 quarters since. 500 funds tracked by Wall St. Rank hold RSPT as of Q2 2026.

Clearstead Advisors held 36,715 shares of Invesco S&P 500 Equal Weight Technology ETF worth $2.37M as of Q2 2026.
Clearstead Advisors bought 3,732 Invesco S&P 500 Equal Weight Technology ETF shares in Q2 2026, an estimated $214K.
Invesco S&P 500 Equal Weight Technology ETF made up 0.02% of Clearstead Advisors's portfolio in Q2 2026, its #353 holding.
Clearstead Advisors first reported a position in Invesco S&P 500 Equal Weight Technology ETF in Q3 2020 and has held it in 24 quarters since.
500 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Technology ETF as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.