Envestnet Portfolio Solutions
RSPT icon

Envestnet Portfolio Solutions’s Invesco S&P 500 Equal Weight Technology ETF RSPT Stock Holding History

Envestnet Portfolio Solutions’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 		– Sell
-6,037
Closed -$275K – 1474
2025
Q4 		$275K Sell
6,037
-6,680
-53% -$303K ﹤0.01% 1331
2025
Q3 		$567K Buy
12,717
+2,317
+22% +$97.3K ﹤0.01% 972
2025
Q2 		$424K Buy
+10,400
New +$377K ﹤0.01% 1167
2024
Q4 		– Sell
-13,583
Closed -$512K – 1787
2024
Q3 		$512K Sell
13,583
-8,456
-38% -$308K ﹤0.01% 1198
2024
Q2 		$808K Buy
22,039
+245
+1% +$8.52K ﹤0.01% 939
2024
Q1 		$767K Sell
21,794
-606
-3% -$20.4K ﹤0.01% 941
2023
Q4 		$731K Buy
22,400
+10,933
+95% +$321K ﹤0.01% 900
2023
Q3 		$323K Buy
+11,467
New +$335K ﹤0.01% 1192

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