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Gladstone Institutional Advisory’s Invesco S&P 500 Equal Weight Technology ETF RSPT Stock Holding History

Gladstone Institutional Advisory’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 		$542K Buy
11,980
+5,625
+89% +$262K 0.02% 524
2025
Q4 		$289K Buy
6,355
+324
+5% +$14.7K 0.01% 644
2025
Q3 		$269K Buy
6,031
+108
+2% +$4.53K 0.01% 681
2025
Q2 		$242K Sell
5,923
-148
-2% -$5.36K 0.01% 656
2025
Q1 		$208K Buy
6,071
+149
+3% +$5.58K 0.01% 685
2024
Q4 		$222K Buy
5,922
+549
+10% +$20.9K 0.01% 651
2024
Q3 		$203K Buy
+5,373
New +$196K 0.01% 657
2023
Q3 		– Sell
-7,450
Closed -$219K – 667
2023
Q2 		$219K Buy
+7,450
New +$204K 0.01% 586
2022
Q2 		– Sell
-8,310
Closed -$240K – 718
2022
Q1 		$240K Buy
8,310
+1,570
+23% +$45.5K 0.02% 618
2021
Q4 		$218K Buy
+6,740
New +$209K 0.02% 546

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