Financial Engines Advisors
RSPT icon

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

Financial Engines 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 		$503K Buy
11,124
+127
+1% +$5.93K ﹤0.01% 389
2025
Q4 		$500K Sell
10,997
-204
-2% -$9.26K ﹤0.01% 396
2025
Q3 		$499K Sell
11,201
-1,330
-11% -$55.8K ﹤0.01% 397
2025
Q2 		$511K Sell
12,531
-1,697
-12% -$61.4K ﹤0.01% 377
2025
Q1 		$486K Buy
14,228
+1,121
+9% +$42K ﹤0.01% 327
2024
Q4 		$490K Sell
13,107
-192
-1% -$7.32K ﹤0.01% 330
2024
Q3 		$501K Sell
13,299
-335
-2% -$12.2K ﹤0.01% 279
2024
Q2 		$500K Sell
13,634
-508
-4% -$17.7K ﹤0.01% 260
2024
Q1 		$498K Sell
14,142
-220
-2% -$7.42K ﹤0.01% 247
2023
Q4 		$469K Sell
14,362
-2,616
-15% -$76.8K ﹤0.01% 233
2023
Q3 		$478K Sell
16,978
-134,912
-89% -$3.94M ﹤0.01% 205
2023
Q2 		$462K Buy
151,890
+135,770
+842% +$3.71M ﹤0.01% 212
2023
Q1 		$445K Sell
16,120
-3,060
-16% -$80.7K ﹤0.01% 216
2022
Q4 		$466K Sell
19,180
-1,180
-6% -$28.8K ﹤0.01% 220
2022
Q3 		$461K Buy
20,360
+820
+4% +$21K ﹤0.01% 203
2022
Q2 		$461K Sell
19,540
-4,190
-18% -$108K ﹤0.01% 207
2022
Q1 		$686K Sell
23,730
-820
-3% -$23.8K ﹤0.01% 182
2021
Q4 		$795K Buy
24,550
+60
+0.2% +$1.86K ﹤0.01% 131
2021
Q3 		$705K Buy
+24,490
New +$727K ﹤0.01% 135

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