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

Concurrent Investment 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	$373K	Buy	5,775 +354	+7%	+$20.3K	﹤0.01%	1568
2026 Q1	$245K	Sell	5,421 -33,663	-86%	-$1.57M	﹤0.01%	1621
2025 Q4	$1.78M	Sell	39,084 -37,396	-49%	-$1.7M	0.02%	613
2025 Q3	$3.41M	Sell	76,480 -3,550	-4%	-$149K	0.06%	322
2025 Q2	$3.26M	Buy	+80,030	New	+$2.9M	0.06%	310

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

Concurrent Investment Advisors's RSPT Position: Q2 2026 in Review

Concurrent Investment Advisors increased its Invesco S&P 500 Equal Weight Technology ETF (RSPT) stake by 6.5% in Q2 2026, buying an estimated $20.3K and bringing the position to 5,775 shares worth $373K. The position accounts for ﹤0.01% of the portfolio, ranked #1568.

Concurrent Investment Advisors first reported a position in RSPT in Q2 2025 and has held it in 5 quarters since. The position peaked at $3.41M in Q3 2025. 501 funds tracked by Wall St. Rank hold RSPT as of Q2 2026.

Concurrent Investment Advisors held 5,775 shares of Invesco S&P 500 Equal Weight Technology ETF worth $373K as of Q2 2026.
Concurrent Investment Advisors bought 354 Invesco S&P 500 Equal Weight Technology ETF shares in Q2 2026, an estimated $20.3K.
Invesco S&P 500 Equal Weight Technology ETF made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1568 holding.
Concurrent Investment Advisors first reported a position in Invesco S&P 500 Equal Weight Technology ETF in Q2 2025 and has held it in 5 quarters since.
Concurrent Investment Advisors's Invesco S&P 500 Equal Weight Technology ETF position peaked at $3.41M in Q3 2025.
501 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Technology ETF as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.