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

Comprehensive Financial Planning’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	$87.4K	Buy	1,355 +1	+0.1%	+$57	0.05%	148
2026 Q1	$61.3K	Buy	1,354 +2	+0.1%	+$93	0.04%	149
2025 Q4	$61.6K	Hold	1,352	–	–	0.04%	152
2025 Q3	$60.3K	Buy	1,352 +2	+0.1%	+$84	0.04%	154
2025 Q2	$55.1K	Buy	1,350 +2	+0.1%	+$72	0.04%	150
2025 Q1	$46.1K	Sell	1,348 -346	-20%	-$13K	0.04%	141
2024 Q4	$63.4K	Buy	+1,694	New	+$64.6K	0.05%	144

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

Comprehensive Financial Planning's RSPT Position: Q2 2026 in Review

Comprehensive Financial Planning increased its Invesco S&P 500 Equal Weight Technology ETF (RSPT) stake by 0.07% in Q2 2026, buying an estimated $57 and bringing the position to 1,355 shares worth $87.4K. The position accounts for 0.05% of the portfolio, ranked #148.

Comprehensive Financial Planning first reported a position in RSPT in Q4 2024 and has held it in 7 quarters since. 500 funds tracked by Wall St. Rank hold RSPT as of Q2 2026.

Comprehensive Financial Planning held 1,355 shares of Invesco S&P 500 Equal Weight Technology ETF worth $87.4K as of Q2 2026.
Comprehensive Financial Planning bought 1 Invesco S&P 500 Equal Weight Technology ETF share in Q2 2026, an estimated $57.
Invesco S&P 500 Equal Weight Technology ETF made up 0.05% of Comprehensive Financial Planning's portfolio in Q2 2026, its #148 holding.
Comprehensive Financial Planning first reported a position in Invesco S&P 500 Equal Weight Technology ETF in Q4 2024 and has held it in 7 quarters since.
500 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Technology ETF as of Q2 2026.

Based on Comprehensive Financial Planning's 13F filing for Q2 2026, filed 10 Aug 2026.