Corient Private Wealth
RSPT icon

Corient Private Wealth’s Invesco S&P 500 Equal Weight Technology ETF RSPT Stock Holding History

Corient Private Wealth’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 		$3.73M Sell
93,367
-114,959
-55% -$5.36M 0.01% 956
2025
Q4 		$9.5M Buy
208,326
+108,820
+109% +$4.94M 0.01% 796
2025
Q3 		$4.44M Buy
99,506
+2,162
+2% +$90.8K 0.01% 752
2025
Q2 		$3.97M Buy
97,344
+9,152
+10% +$331K 0.01% 779
2025
Q1 		$3.02M Sell
88,192
-25,579
-22% -$958K ﹤0.01% 839
2024
Q4 		$3.59M Sell
113,771
-9,127
-7% -$348K 0.01% 801
2024
Q3 		$4.63M Sell
122,898
-37,250
-23% -$1.36M 0.01% 774
2024
Q2 		$5.87M Sell
160,148
-12,761
-7% -$444K 0.01% 667
2024
Q1 		$6.08M Buy
172,909
+19,974
+13% +$673K 0.01% 660
2023
Q4 		$4.99M Buy
152,935
+63,959
+72% +$1.88M 0.01% 696
2023
Q3 		$2.85M Sell
88,976
-46,774
-34% -$1.37M 0.01% 792
2023
Q2 		$3.99M Sell
135,750
-5,920
-4% -$162K 0.01% 698
2023
Q1 		$3.91M Buy
141,670
+81,730
+136% +$2.15M 0.01% 660
2022
Q4 		$1.46M Buy
+59,940
New +$1.47M 0.01% 801

Other funds holding RSPT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B 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
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
DIP
Davis Investment Partners Charlotte, North Carolina $283M AUM 24.98% 1-Year Est. Return