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 Q2	$7.07M	Buy	109,572 +16,205	+17%	+$930K	0.01%	765
2026 Q1	$3.73M	Sell	93,367 -10,854	-10%	-$506K	0.01%	956
2025 Q4	$4.75M	Buy	104,221 +4,715	+5%	+$214K	0.01%	792
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 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

Corient Private Wealth's RSPT Position: Q2 2026 in Review

Corient Private Wealth increased its Invesco S&P 500 Equal Weight Technology ETF (RSPT) stake by 17% in Q2 2026, buying an estimated $930K and bringing the position to 109,572 shares worth $7.07M. The position accounts for 0.01% of the portfolio, ranked #765.

Corient Private Wealth first reported a position in RSPT in Q4 2022 and has held it in 15 quarters since. 501 funds tracked by Wall St. Rank hold RSPT as of Q2 2026.

Corient Private Wealth held 109,572 shares of Invesco S&P 500 Equal Weight Technology ETF worth $7.07M as of Q2 2026.
Corient Private Wealth bought 16,205 Invesco S&P 500 Equal Weight Technology ETF shares in Q2 2026, an estimated $930K.
Invesco S&P 500 Equal Weight Technology ETF made up 0.01% of Corient Private Wealth's portfolio in Q2 2026, its #765 holding.
Corient Private Wealth first reported a position in Invesco S&P 500 Equal Weight Technology ETF in Q4 2022 and has held it in 15 quarters since.
501 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Technology ETF as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.