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 Q2	$1.61M	Sell	25,022 -410	-2%	-$23.5K	0.15%	60
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 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

Goldstein Advisors's RSPT Position: Q2 2026 in Review

Goldstein Advisors reduced its Invesco S&P 500 Equal Weight Technology ETF (RSPT) stake by 1.6% in Q2 2026, selling an estimated $23.5K and leaving 25,022 shares worth $1.61M. The position accounts for 0.15% of the portfolio, ranked #60.

Goldstein Advisors first reported a position in RSPT in Q4 2022 and has held it in 15 quarters since. 500 funds tracked by Wall St. Rank hold RSPT as of Q2 2026.

Goldstein Advisors held 25,022 shares of Invesco S&P 500 Equal Weight Technology ETF worth $1.61M as of Q2 2026.
Goldstein Advisors sold 410 Invesco S&P 500 Equal Weight Technology ETF shares in Q2 2026, an estimated $23.5K.
Invesco S&P 500 Equal Weight Technology ETF made up 0.15% of Goldstein Advisors's portfolio in Q2 2026, its #60 holding.
Goldstein Advisors first reported a position in Invesco S&P 500 Equal Weight Technology ETF in Q4 2022 and has held it in 15 quarters since.
500 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Technology ETF as of Q2 2026.

Based on Goldstein Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.