Greenleaf Trust’s Invesco S&P 500 Equal Weight Technology ETF RSPT Stock Holding History

Greenleaf Trust’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	$764K	Hold	11,840	–	–	0.01%	426
2026 Q1	$536K	Hold	11,840	–	–	0.01%	470
2025 Q4	$539K	Hold	11,840	–	–	﹤0.01%	480
2025 Q3	$528K	Hold	11,840	–	–	﹤0.01%	482
2025 Q2	$483K	Hold	11,840	–	–	﹤0.01%	491
2025 Q1	$405K	Hold	11,840	–	–	﹤0.01%	553
2024 Q4	$443K	Buy	11,840 +4,740	+67%	+$181K	﹤0.01%	533
2024 Q3	$268K	Sell	7,100 -3,500	-33%	-$128K	﹤0.01%	700
2024 Q2	$389K	Hold	10,600	–	–	﹤0.01%	539
2024 Q1	$373K	Hold	10,600	–	–	﹤0.01%	544
2023 Q4	$346K	Buy	+10,600	New	+$311K	﹤0.01%	562

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

Greenleaf Trust's RSPT Position: Q2 2026 in Review

Greenleaf Trust held its Invesco S&P 500 Equal Weight Technology ETF (RSPT) position steady in Q2 2026 at 11,840 shares worth $764K. The position accounts for 0.01% of the portfolio, ranked #426.

Greenleaf Trust first reported a position in RSPT in Q4 2023 and has held it in 11 quarters since. 501 funds tracked by Wall St. Rank hold RSPT as of Q2 2026.

Greenleaf Trust held 11,840 shares of Invesco S&P 500 Equal Weight Technology ETF worth $764K as of Q2 2026.
Greenleaf Trust left its Invesco S&P 500 Equal Weight Technology ETF share count unchanged in Q2 2026.
Invesco S&P 500 Equal Weight Technology ETF made up 0.01% of Greenleaf Trust's portfolio in Q2 2026, its #426 holding.
Greenleaf Trust first reported a position in Invesco S&P 500 Equal Weight Technology ETF in Q4 2023 and has held it in 11 quarters since.
501 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Technology ETF as of Q2 2026.

Based on Greenleaf Trust's 13F filing for Q2 2026, filed 21 Jul 2026.