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
2026 Q2	$252K	Buy	+3,913	New	+$225K	0.01%	319
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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 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

DIP

Davis Investment Partners Charlotte, North Carolina $328M AUM 36.73% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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

First Foundation Advisors's RSPT Position: Q2 2026 in Review

First Foundation Advisors opened a new position in Invesco S&P 500 Equal Weight Technology ETF (RSPT) in Q2 2026: 3,913 shares worth $252K. The stake represents 0.01% of the portfolio and ranks #319 among its holdings. This is a return to the name: First Foundation Advisors previously reported a position in RSPT as recently as Q3 2025.

First Foundation Advisors first reported a position in RSPT in Q4 2020 and has held it in 7 quarters since. 500 funds tracked by Wall St. Rank hold RSPT as of Q2 2026.

First Foundation Advisors held 3,913 shares of Invesco S&P 500 Equal Weight Technology ETF worth $252K as of Q2 2026.
Invesco S&P 500 Equal Weight Technology ETF was a new First Foundation Advisors position in Q2 2026.
Invesco S&P 500 Equal Weight Technology ETF made up 0.01% of First Foundation Advisors's portfolio in Q2 2026, its #319 holding.
First Foundation Advisors first reported a position in Invesco S&P 500 Equal Weight Technology ETF in Q4 2020 and has held it in 7 quarters since.
500 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Technology ETF as of Q2 2026.

Based on First Foundation Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.