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

Fortis 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	–	Sell	-14,021	Closed	-$638K	–	132
2025 Q4	$638K	Sell	14,021 -2,163	-13%	-$98.1K	0.35%	52
2025 Q3	$721K	Sell	16,184 -45,543	-74%	-$1.91M	0.41%	48
2025 Q2	$2.52M	Buy	61,727 +680	+1%	+$24.6K	1.61%	18
2025 Q1	$2.09M	Sell	61,047 -387	-0.6%	-$14.5K	1.36%	21
2024 Q4	$2.3M	Buy	61,434 +1,724	+3%	+$65.7K	1.51%	21
2024 Q3	$2.25M	Buy	+59,710	New	+$2.18M	1.46%	22

Other funds holding RSPT

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B 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 Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

DIP

Davis Investment Partners Charlotte, North Carolina $283M AUM 24.98% 1-Year Est. Return

Fortis Advisors's RSPT Position: Q1 2026 in Review

Fortis Advisors sold out of Invesco S&P 500 Equal Weight Technology ETF (RSPT) in Q1 2026, closing a stake of 14,021 shares — an estimated $638K sold.

Fortis Advisors first reported a position in RSPT in Q3 2024 and held it in 6 quarters. The position peaked at $2.52M in Q2 2025. 411 funds tracked by Wall St. Rank hold RSPT as of Q1 2026.

Fortis Advisors reported no remaining Invesco S&P 500 Equal Weight Technology ETF position as of Q1 2026 after selling out during the quarter.
Fortis Advisors sold 14,021 Invesco S&P 500 Equal Weight Technology ETF shares in Q1 2026, an estimated $638K.
Fortis Advisors first reported a position in Invesco S&P 500 Equal Weight Technology ETF in Q3 2024 and held it in 6 quarters.
Fortis Advisors's Invesco S&P 500 Equal Weight Technology ETF position peaked at $2.52M in Q2 2025.
411 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Technology ETF as of Q1 2026.

Based on Fortis Advisors's 13F filing for Q1 2026, filed 14 May 2026.