Kaizen Financial Strategies’s Invesco S&P 500 Equal Weight Technology ETF RSPT Stock Holding History

Kaizen Financial Strategies’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	$1.04M	Sell	16,400 -1,469	-8%	-$84.3K	0.34%	54
2026 Q1	$905K	Buy	17,869 +1,469	+9%	+$68.5K	0.38%	47
2025 Q4	$746K	Hold	16,400	–	–	0.33%	52
2025 Q3	$743K	Hold	16,400	–	–	0.34%	53
2025 Q2	$669K	Sell	16,400 -200	-1%	-$7.24K	0.34%	55
2025 Q1	$568K	Hold	16,600	–	–	0.33%	57
2024 Q4	$621K	Hold	16,600	–	–	0.35%	49
2024 Q3	$626K	Hold	16,600	–	–	0.36%	49
2024 Q2	$594K	Hold	16,600	–	–	0.37%	45
2024 Q1	$584K	Hold	16,600	–	–	0.4%	46
2023 Q4	$542K	Hold	16,600	–	–	0.41%	43
2023 Q3	$467K	Hold	16,600	–	–	0.39%	44
2023 Q2	$494K	Hold	16,600	–	–	0.42%	42
2023 Q1	$458K	Hold	16,600	–	–	0.45%	43
2022 Q4	$430K	Sell	16,600 -500	-3%	-$12.2K	0.42%	53
2022 Q3	$387K	Buy	17,100 +900	+6%	+$23K	0.39%	63
2022 Q2	$383K	Hold	16,200	–	–	0.38%	67
2022 Q1	$468K	Hold	16,200	–	–	0.37%	66
2021 Q4	$525K	Hold	16,200	–	–	0.39%	65
2021 Q3	$467K	Buy	+16,200	New	+$481K	0.38%	69
2021 Q1	$437K	Hold	16,200	–	–	0.42%	74
2020 Q4	$411K	Buy	+16,200	New	+$376K	0.46%	70

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

Kaizen Financial Strategies's RSPT Position: Q2 2026 in Review

Kaizen Financial Strategies reduced its Invesco S&P 500 Equal Weight Technology ETF (RSPT) stake by 8.2% in Q2 2026, selling an estimated $84.3K and leaving 16,400 shares worth $1.04M. The position accounts for 0.34% of the portfolio, ranked #54.

Kaizen Financial Strategies first reported a position in RSPT in Q4 2020 and has held it in 22 quarters since. 500 funds tracked by Wall St. Rank hold RSPT as of Q2 2026.

Kaizen Financial Strategies held 16,400 shares of Invesco S&P 500 Equal Weight Technology ETF worth $1.04M as of Q2 2026.
Kaizen Financial Strategies sold 1,469 Invesco S&P 500 Equal Weight Technology ETF shares in Q2 2026, an estimated $84.3K.
Invesco S&P 500 Equal Weight Technology ETF made up 0.34% of Kaizen Financial Strategies's portfolio in Q2 2026, its #54 holding.
Kaizen Financial Strategies first reported a position in Invesco S&P 500 Equal Weight Technology ETF in Q4 2020 and has held it in 22 quarters since.
500 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Technology ETF as of Q2 2026.

Based on Kaizen Financial Strategies's 13F filing for Q2 2026, filed 30 Jul 2026.