Kimelman & Baird’s Invesco S&P 500 Equal Weight Technology ETF RSPT Stock Holding History

Kimelman & Baird’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
2025 Q3	–	Sell	-910	Closed	-$37.1K	–	338
2025 Q2	$37.1K	Hold	910	–	–	﹤0.01%	210
2025 Q1	$31.1K	Hold	910	–	–	﹤0.01%	221
2024 Q4	$34.1K	Hold	910	–	–	﹤0.01%	222
2024 Q3	$34.3K	Hold	910	–	–	﹤0.01%	220
2024 Q2	$33.4K	Buy	+910	New	+$31.6K	﹤0.01%	220

Other funds holding RSPT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BWFA

Baltimore-Washington Financial Advisors Columbia, Maryland $2.67B AUM 19.65% 1-Year Est. Return

RWM

RMG Wealth Management Platteville, Wisconsin $969M AUM 18.56% 1-Year Est. Return

DIP

Davis Investment Partners Charlotte, North Carolina $328M AUM 36.73% 1-Year Est. Return

Kimelman & Baird's RSPT Position: Q3 2025 in Review

Kimelman & Baird sold out of Invesco S&P 500 Equal Weight Technology ETF (RSPT) in Q3 2025, closing a stake of 910 shares — an estimated $37.1K sold.

Kimelman & Baird first reported a position in RSPT in Q2 2024 and held it in 5 quarters. The position peaked at $37.1K in Q2 2025. 366 funds tracked by Wall St. Rank hold RSPT as of Q3 2025.

Kimelman & Baird reported no remaining Invesco S&P 500 Equal Weight Technology ETF position as of Q3 2025 after selling out during the quarter.
Kimelman & Baird sold 910 Invesco S&P 500 Equal Weight Technology ETF shares in Q3 2025, an estimated $37.1K.
Kimelman & Baird first reported a position in Invesco S&P 500 Equal Weight Technology ETF in Q2 2024 and held it in 5 quarters.
Kimelman & Baird's Invesco S&P 500 Equal Weight Technology ETF position peaked at $37.1K in Q2 2025.
366 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Technology ETF as of Q3 2025.

Based on Kimelman & Baird's 13F filing for Q3 2025, filed 25 Nov 2025.