Crescent Sterling
RSPT icon

Crescent Sterling’s Invesco S&P 500 Equal Weight Technology ETF RSPT Stock Holding History

Crescent Sterling’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
Q3 		$535K Buy
8,117
+160
+2% +$10.1K 0.44% 56
2026
Q2 		$513K Buy
7,957
+140
+2% +$8.03K 0.46% 54
2026
Q1 		$354K Buy
7,817
+100
+1% +$4.67K 0.34% 62
2025
Q4 		$351K Sell
7,717
-101
-1% -$4.58K 0.36% 61
2025
Q3 		$349K Buy
7,818
+40
+0.5% +$1.68K 0.37% 57
2025
Q2 		$317K Sell
7,778
-1,225
-14% -$44.4K 0.35% 60
2025
Q1 		$308K Buy
9,003
+36
+0.4% +$1.35K 0.32% 64
2024
Q4 		$336K Sell
8,967
-307
-3% -$11.7K 0.34% 64
2024
Q3 		$350K Buy
9,274
+168
+2% +$6.12K 0.33% 65
2024
Q2 		$334K Buy
9,106
+60
+0.7% +$2.09K 0.32% 67
2024
Q1 		$318K Buy
9,046
+159
+2% +$5.36K 0.29% 68
2023
Q4 		$290K Buy
8,887
+114
+1% +$3.35K 0.29% 65
2023
Q3 		$247K Sell
8,773
-97
-1% -$2.83K 0.26% 68
2023
Q2 		$261K Buy
8,870
+230
+3% +$6.29K 0.25% 67
2023
Q1 		$238K Buy
+8,640
New +$228K 0.23% 68

Other funds holding RSPT

Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return
Neville Rodie & Shaw
Neville Rodie & Shaw New York $1.48B AUM 34.49% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Aventus Investment Advisors
Aventus Investment Advisors Naples, Florida $137M AUM 14.14% 1-Year Est. Return
Yoder Wealth Management
Yoder Wealth Management Walnut Creek, California $265M AUM 16.95% 1-Year Est. Return
Activest Wealth Management
Activest Wealth Management Aventure, Florida $540M AUM 34.92% 1-Year Est. Return
Fifth Third Securities
Fifth Third Securities Cincinnati, Ohio $1.98B AUM 13.08% 1-Year Est. Return
Islay Capital Management
Islay Capital Management Lubbock, Texas $213M AUM 16.45% 1-Year Est. Return
Legacy Private Trust
Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return
Diversify Advisory Services
Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return

Crescent Sterling's RSPT Position: Q3 2026 in Review

Crescent Sterling increased its Invesco S&P 500 Equal Weight Technology ETF (RSPT) stake by 2% in Q3 2026, buying an estimated $10.1K and bringing the position to 8,117 shares worth $535K. The position accounts for 0.44% of the portfolio, ranked #56.

Crescent Sterling first reported a position in RSPT in Q1 2023 and has held it in 15 quarters since. 134 funds tracked by Wall St. Rank hold RSPT as of Q3 2026.

  • Crescent Sterling held 8,117 shares of Invesco S&P 500 Equal Weight Technology ETF worth $535K as of Q3 2026.
  • Crescent Sterling bought 160 Invesco S&P 500 Equal Weight Technology ETF shares in Q3 2026, an estimated $10.1K.
  • Invesco S&P 500 Equal Weight Technology ETF made up 0.44% of Crescent Sterling's portfolio in Q3 2026, its #56 holding.
  • Crescent Sterling first reported a position in Invesco S&P 500 Equal Weight Technology ETF in Q1 2023 and has held it in 15 quarters since.
  • 134 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Technology ETF as of Q3 2026.

Based on Crescent Sterling's 13F filing for Q3 2026, filed 16 Oct 2026.