FFA
RSPT icon

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

First Foundation 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
2025
Q4 		– Sell
-5,239
Closed -$234K – 350
2025
Q3 		$234K Hold
5,239
– – 0.01% 306
2025
Q2 		$214K Buy
+5,239
New +$190K 0.01% 318
2024
Q2 		– Sell
-7,022
Closed -$247K – 446
2024
Q1 		$247K Buy
7,022
+2
+0% +$67 0.01% 311
2023
Q4 		$229K Buy
+7,020
New +$206K 0.01% 319
2021
Q3 		– Sell
-6,930
Closed -$201K – 468
2021
Q2 		$201K Buy
+6,930
New +$194K 0.01% 436
2021
Q1 		– Sell
-7,930
Closed -$201K – 434
2020
Q4 		$201K Buy
+7,930
New +$184K 0.01% 390

Other funds holding RSPT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 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
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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return