Grimes & Company’s Invesco S&P 500 Equal Weight Technology ETF RSPT Stock Holding History

Grimes & Company’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	$284K	Buy	+4,410	New	+$253K	0.01%	388
2026 Q1	–	Sell	-4,481	Closed	-$204K	–	469
2025 Q4	$204K	Buy	+4,481	New	+$203K	﹤0.01%	439
2025 Q3	–	Sell	-5,129	Closed	-$209K	–	461
2025 Q2	$209K	Buy	+5,129	New	+$186K	0.01%	398

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

Grimes & Company's RSPT Position: Q2 2026 in Review

Grimes & Company opened a new position in Invesco S&P 500 Equal Weight Technology ETF (RSPT) in Q2 2026: 4,410 shares worth $284K. The stake represents 0.01% of the portfolio and ranks #388 among its holdings. This is a return to the name: Grimes & Company previously reported a position in RSPT as recently as Q4 2025.

Grimes & Company first reported a position in RSPT in Q2 2025 and has held it in 3 quarters since. 501 funds tracked by Wall St. Rank hold RSPT as of Q2 2026.

Grimes & Company held 4,410 shares of Invesco S&P 500 Equal Weight Technology ETF worth $284K as of Q2 2026.
Invesco S&P 500 Equal Weight Technology ETF was a new Grimes & Company position in Q2 2026.
Invesco S&P 500 Equal Weight Technology ETF made up 0.01% of Grimes & Company's portfolio in Q2 2026, its #388 holding.
Grimes & Company first reported a position in Invesco S&P 500 Equal Weight Technology ETF in Q2 2025 and has held it in 3 quarters since.
501 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Technology ETF as of Q2 2026.

Based on Grimes & Company's 13F filing for Q2 2026, filed 17 Jul 2026.