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

Goldstein 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 		$1.15M Buy
25,432
+112
+0.4% +$5.23K 0.13% 65
2025
Q4 		$1.15M Sell
25,320
-53
-0.2% -$2.4K 0.13% 62
2025
Q3 		$1.13M Sell
25,373
-16
-0.1% -$672 0.14% 62
2025
Q2 		$1.04M Sell
25,389
-776
-3% -$28.1K 0.14% 60
2025
Q1 		$895K Sell
26,165
-1,297
-5% -$48.6K 0.13% 61
2024
Q4 		$1.03M Sell
27,462
-195
-0.7% -$7.44K 0.15% 55
2024
Q3 		$1.04M Sell
27,657
-15
-0.1% -$547 0.16% 51
2024
Q2 		$1.01M Sell
27,672
-281
-1% -$9.77K 0.17% 47
2024
Q1 		$984K Sell
27,953
-219
-0.8% -$7.38K 0.17% 50
2023
Q4 		$920K Sell
28,172
-886
-3% -$26K 0.16% 77
2023
Q3 		$818K Sell
29,058
-1,442
-5% -$42.1K 0.17% 51
2023
Q2 		$897K Sell
30,500
-160
-0.5% -$4.38K 0.19% 50
2023
Q1 		$846K Sell
30,660
-1,550
-5% -$40.9K 0.19% 52
2022
Q4 		$783K Buy
+32,210
New +$787K 0.19% 56

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 $501B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B 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 $564B 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 $528B AUM 27.57% 1-Year Est. Return
DIP
Davis Investment Partners Charlotte, North Carolina $283M AUM 24.98% 1-Year Est. Return