GT
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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
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
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