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

Foundations Investment 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 		$204K Buy
+4,513
New +$211K ﹤0.01% 1100
2025
Q3 		– Sell
-5,876
Closed -$240K – 1084
2025
Q2 		$240K Buy
+5,876
New +$213K ﹤0.01% 820
2025
Q1 		– Sell
-5,811
Closed -$217K – 919
2024
Q4 		$217K Buy
+5,811
New +$222K ﹤0.01% 785

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 $530B AUM 22.01% 1-Year Est. Return
LPL Financial
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
UBS Group Zurich, Switzerland $666B 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 $570B AUM 27.57% 1-Year Est. Return
DIP
Davis Investment Partners Charlotte, North Carolina $283M AUM 24.98% 1-Year Est. Return

Foundations Investment Advisors's RSPT Position: Q1 2026 in Review

Foundations Investment Advisors opened a new position in Invesco S&P 500 Equal Weight Technology ETF (RSPT) in Q1 2026: 4,513 shares worth $204K. The stake represents ﹤0.01% of the portfolio and ranks #1100 among its holdings. This is a return to the name: Foundations Investment Advisors previously reported a position in RSPT as recently as Q2 2025.

Foundations Investment Advisors first reported a position in RSPT in Q4 2024 and has held it in 3 quarters since. The position peaked at $240K in Q2 2025. 411 funds tracked by Wall St. Rank hold RSPT as of Q1 2026.

  • Foundations Investment Advisors held 4,513 shares of Invesco S&P 500 Equal Weight Technology ETF worth $204K as of Q1 2026.
  • Invesco S&P 500 Equal Weight Technology ETF was a new Foundations Investment Advisors position in Q1 2026.
  • Invesco S&P 500 Equal Weight Technology ETF made up ﹤0.01% of Foundations Investment Advisors's portfolio in Q1 2026, its #1100 holding.
  • Foundations Investment Advisors first reported a position in Invesco S&P 500 Equal Weight Technology ETF in Q4 2024 and has held it in 3 quarters since.
  • Foundations Investment Advisors's Invesco S&P 500 Equal Weight Technology ETF position peaked at $240K 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 Foundations Investment Advisors's 13F filing for Q1 2026, filed 11 May 2026.