Collective Family Office’s Invesco S&P 500 Equal Weight Technology ETF RSPT Stock Holding History

Collective Family Office’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
2025 Q4	–	Sell	-5,000	Closed	-$223K	–	161
2025 Q3	$223K	Sell	5,000 -1,650	-25%	-$69.3K	0.05%	157
2025 Q2	$271K	Sell	6,650 -1,350	-17%	-$48.9K	0.07%	141
2025 Q1	$274K	Hold	8,000	–	–	0.07%	140
2024 Q4	$299K	Hold	8,000	–	–	0.08%	142
2024 Q3	$302K	Hold	8,000	–	–	0.08%	146
2024 Q2	$293K	Hold	8,000	–	–	0.09%	147
2024 Q1	$282K	Sell	8,000 -2,000	-20%	-$67.4K	0.09%	148
2023 Q4	$326K	Hold	10,000	–	–	0.11%	125
2023 Q3	$282K	Hold	10,000	–	–	0.11%	136
2023 Q2	$294K	Hold	10,000	–	–	0.12%	143
2023 Q1	$276K	Hold	10,000	–	–	0.11%	140
2022 Q4	$243K	Buy	+10,000	New	+$244K	0.11%	152

Other funds holding RSPT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

DIP

Davis Investment Partners Charlotte, North Carolina $328M AUM 36.73% 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

Collective Family Office's RSPT Position: Q4 2025 in Review

Collective Family Office sold out of Invesco S&P 500 Equal Weight Technology ETF (RSPT) in Q4 2025, closing a stake of 5,000 shares — an estimated $223K sold.

Collective Family Office first reported a position in RSPT in Q4 2022 and held it in 12 quarters. The position peaked at $326K in Q4 2023. 392 funds tracked by Wall St. Rank hold RSPT as of Q4 2025.

Collective Family Office reported no remaining Invesco S&P 500 Equal Weight Technology ETF position as of Q4 2025 after selling out during the quarter.
Collective Family Office sold 5,000 Invesco S&P 500 Equal Weight Technology ETF shares in Q4 2025, an estimated $223K.
Collective Family Office first reported a position in Invesco S&P 500 Equal Weight Technology ETF in Q4 2022 and held it in 12 quarters.
Collective Family Office's Invesco S&P 500 Equal Weight Technology ETF position peaked at $326K in Q4 2023.
392 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Technology ETF as of Q4 2025.

Based on Collective Family Office's 13F filing for Q4 2025, filed 6 Jan 2026.