FineMark National Bank & Trust’s Invesco S&P 500 Equal Weight Technology ETF RSPT Stock Holding History

FineMark National Bank & Trust’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
2025 Q4	$640K	Hold	14,060	–	–	0.02%	275
2025 Q3	$627K	Hold	14,060	–	–	0.02%	280
2025 Q2	$573K	Hold	14,060	–	–	0.02%	284
2025 Q1	$481K	Hold	14,060	–	–	0.02%	299
2024 Q4	$526K	Hold	14,060	–	–	0.02%	277
2024 Q3	$530K	Sell	14,060 -626	-4%	-$22.8K	0.02%	277
2024 Q2	$538K	Buy	+14,686	New	+$511K	0.02%	263
2017 Q1	–	Sell	-1,250	Closed	-$14K	–	873
2016 Q4	$14K	Hold	1,250	–	–	﹤0.01%	894
2016 Q3	$13K	Hold	1,250	–	–	﹤0.01%	896
2016 Q2	$12K	Hold	1,250	–	–	﹤0.01%	919
2016 Q1	$12K	Hold	1,250	–	–	﹤0.01%	873
2015 Q4	$12K	Hold	1,250	–	–	﹤0.01%	904
2015 Q3	$11K	Buy	+1,250	New	+$11.1K	﹤0.01%	957

Other funds holding RSPT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

DIP

Davis Investment Partners Charlotte, North Carolina $328M AUM 36.73% 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

FineMark National Bank & Trust's RSPT Position: Q4 2025 in Review

FineMark National Bank & Trust held its Invesco S&P 500 Equal Weight Technology ETF (RSPT) position steady in Q4 2025 at 14,060 shares worth $640K. The position accounts for 0.02% of the portfolio, ranked #275.

FineMark National Bank & Trust first reported a position in RSPT in Q3 2015 and has held it in 13 quarters since. 392 funds tracked by Wall St. Rank hold RSPT as of Q4 2025.

FineMark National Bank & Trust held 14,060 shares of Invesco S&P 500 Equal Weight Technology ETF worth $640K as of Q4 2025.
FineMark National Bank & Trust left its Invesco S&P 500 Equal Weight Technology ETF share count unchanged in Q4 2025.
Invesco S&P 500 Equal Weight Technology ETF made up 0.02% of FineMark National Bank & Trust's portfolio in Q4 2025, its #275 holding.
FineMark National Bank & Trust first reported a position in Invesco S&P 500 Equal Weight Technology ETF in Q3 2015 and has held it in 13 quarters since.
392 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Technology ETF as of Q4 2025.

Based on FineMark National Bank & Trust's 13F filing for Q4 2025, filed 12 Feb 2026.