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Clune & Associates’s Invesco S&P 500 Equal Weight Technology ETF RSPT Stock Holding History

Clune & Associates’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
Q3 		$285K Hold
4,326
– – 0.04% 134
2026
Q2 		$279K Buy
+4,326
New +$248K 0.04% 143

Other funds holding RSPT

Kingswood Wealth Advisors
Kingswood Wealth Advisors San Diego, California $2.6B AUM 27.46% 1-Year Est. Return
Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return
Neville Rodie & Shaw
Neville Rodie & Shaw New York $1.48B AUM 34.49% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Aventus Investment Advisors
Aventus Investment Advisors Naples, Florida $137M AUM 14.14% 1-Year Est. Return
Yoder Wealth Management
Yoder Wealth Management Walnut Creek, California $265M AUM 16.95% 1-Year Est. Return
Activest Wealth Management
Activest Wealth Management Aventure, Florida $540M AUM 34.92% 1-Year Est. Return
HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
Fifth Third Securities
Fifth Third Securities Cincinnati, Ohio $1.98B AUM 13.08% 1-Year Est. Return
Islay Capital Management
Islay Capital Management Lubbock, Texas $213M AUM 16.45% 1-Year Est. Return

Clune & Associates's RSPT Position: Q3 2026 in Review

Clune & Associates held its Invesco S&P 500 Equal Weight Technology ETF (RSPT) position steady in Q3 2026 at 4,326 shares worth $285K. The position accounts for 0.04% of the portfolio, ranked #134.

Clune & Associates first reported a position in RSPT in Q2 2026 and has held it in 2 quarters since. 153 funds tracked by Wall St. Rank hold RSPT as of Q3 2026.

  • Clune & Associates held 4,326 shares of Invesco S&P 500 Equal Weight Technology ETF worth $285K as of Q3 2026.
  • Clune & Associates left its Invesco S&P 500 Equal Weight Technology ETF share count unchanged in Q3 2026.
  • Invesco S&P 500 Equal Weight Technology ETF made up 0.04% of Clune & Associates's portfolio in Q3 2026, its #134 holding.
  • Clune & Associates first reported a position in Invesco S&P 500 Equal Weight Technology ETF in Q2 2026 and has held it in 2 quarters since.
  • 153 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Technology ETF as of Q3 2026.

Based on Clune & Associates's 13F filing for Q3 2026, filed 8 Oct 2026.