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

Kapstone Financial 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	$1.52M	Hold	23,540	–	–	0.64%	30
2026 Q1	$1.07M	Buy	23,540 +6,260	+36%	+$292K	0.52%	39
2025 Q4	$786K	Hold	17,280	–	–	0.39%	43
2025 Q3	$770K	Hold	17,280	–	–	0.36%	41
2025 Q2	$705K	Hold	17,280	–	–	0.35%	42
2025 Q1	$591K	Hold	17,280	–	–	0.33%	49
2024 Q4	$662K	Hold	17,280	–	–	0.35%	47
2024 Q3	$653K	Hold	17,280	–	–	0.4%	48
2024 Q2	$633K	Hold	17,280	–	–	0.42%	44
2024 Q1	$608K	Hold	17,280	–	–	0.41%	48
2023 Q4	$581K	Sell	17,280 -1,420	-8%	-$41.7K	0.46%	43
2023 Q3	$526K	Sell	18,700 -168,300	-90%	-$4.91M	0.47%	45
2023 Q2	$567K	Buy	187,000 +168,300	+900%	+$4.6M	0.47%	49
2023 Q1	$508K	Hold	18,700	–	–	0.46%	48
2022 Q4	$523K	Buy	+18,700	New	+$457K	0.48%	49

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

Kapstone Financial Advisors's RSPT Position: Q2 2026 in Review

Kapstone Financial Advisors held its Invesco S&P 500 Equal Weight Technology ETF (RSPT) position steady in Q2 2026 at 23,540 shares worth $1.52M. The position accounts for 0.64% of the portfolio, ranked #30.

Kapstone Financial Advisors first reported a position in RSPT in Q4 2022 and has held it in 15 quarters since. 501 funds tracked by Wall St. Rank hold RSPT as of Q2 2026.

Kapstone Financial Advisors held 23,540 shares of Invesco S&P 500 Equal Weight Technology ETF worth $1.52M as of Q2 2026.
Kapstone Financial Advisors 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 0.64% of Kapstone Financial Advisors's portfolio in Q2 2026, its #30 holding.
Kapstone Financial 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.
501 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Technology ETF as of Q2 2026.

Based on Kapstone Financial Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.