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

Elevated Capital 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 Q1	$5.43K	Hold	120	–	–	﹤0.01%	537
2025 Q4	$5.46K	Buy	+120	New	+$5.45K	﹤0.01%	511
2023 Q2	–	Sell	-16,540	Closed	-$456K	–	189
2023 Q1	$456K	Buy	16,540 +1,020	+7%	+$26.9K	0.16%	130
2022 Q4	$377K	Buy	15,520 +570	+4%	+$13.9K	0.14%	126
2022 Q3	$339K	Buy	+14,950	New	+$382K	0.13%	129
2022 Q1	$1.32M	Buy	+45,540	New	+$1.32M	0.44%	79
2021 Q3	$2.57M	Buy	+89,040	New	+$2.64M	0.89%	28
2021 Q1	$2.55M	Sell	91,940 -13,510	-13%	-$354K	0.99%	24
2020 Q4	$2.67M	Buy	105,450 +48,290	+84%	+$1.12M	1.16%	18
2020 Q3	$1.29M	Buy	57,160 +4,340	+8%	+$90.3K	0.61%	47
2020 Q2	$1.19M	Buy	+52,820	New	+$979K	0.56%	57

Other funds holding RSPT

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

RMG Wealth Management Platteville, Wisconsin $866M AUM 11.95% 1-Year Est. Return

Baltimore-Washington Financial Advisors Columbia, Maryland $2.32B AUM 16.8% 1-Year Est. Return

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

Davis Investment Partners Charlotte, North Carolina $283M AUM 24.98% 1-Year Est. Return