Collier Financial’s Invesco S&P 500 Equal Weight Technology ETF RSPT Stock Holding History

Collier Financial’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	$54.9K	Buy	1,213 +1	+0.1%	+$47	0.04%	66
2025 Q4	$55.2K	Sell	1,212 -174	-13%	-$7.89K	0.04%	68
2025 Q3	$61.8K	Buy	+1,386	New	+$58.2K	0.05%	67
2025 Q1	$140K	Hold	4,105	–	–	0.12%	46
2024 Q4	$154K	Buy	+4,105	New	+$157K	0.14%	45

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

Collier Financial's RSPT Position: Q1 2026 in Review

Collier Financial increased its Invesco S&P 500 Equal Weight Technology ETF (RSPT) stake by 0.08% in Q1 2026, buying an estimated $47 and bringing the position to 1,213 shares worth $54.9K. The position accounts for 0.04% of the portfolio, ranked #66.

Collier Financial first reported a position in RSPT in Q4 2024 and has held it in 5 quarters since. The position peaked at $154K in Q4 2024. 411 funds tracked by Wall St. Rank hold RSPT as of Q1 2026.

Collier Financial held 1,213 shares of Invesco S&P 500 Equal Weight Technology ETF worth $54.9K as of Q1 2026.
Collier Financial bought 1 Invesco S&P 500 Equal Weight Technology ETF share in Q1 2026, an estimated $47.
Invesco S&P 500 Equal Weight Technology ETF made up 0.04% of Collier Financial's portfolio in Q1 2026, its #66 holding.
Collier Financial first reported a position in Invesco S&P 500 Equal Weight Technology ETF in Q4 2024 and has held it in 5 quarters since.
Collier Financial's Invesco S&P 500 Equal Weight Technology ETF position peaked at $154K in Q4 2024.
411 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Technology ETF as of Q1 2026.

Based on Collier Financial's 13F filing for Q1 2026, filed 12 May 2026.