Koss-Olinger Consulting’s Invesco S&P 500 Equal Weight Technology ETF RSPT Stock Holding History

Koss-Olinger Consulting’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	$428K	Buy	6,641 +5	+0.1%	+$287	0.03%	99
2026 Q1	$300K	Sell	6,636 -654	-9%	-$30.5K	0.03%	209
2025 Q4	$332K	Sell	7,290 -2,760	-27%	-$125K	0.03%	211
2025 Q3	$410K	Hold	10,050	–	–	0.03%	231
2025 Q2	$410K	Hold	10,050	–	–	0.03%	232
2025 Q1	$344K	Hold	10,050	–	–	0.03%	245
2024 Q4	$376K	Hold	10,050	–	–	0.03%	146
2024 Q3	$379K	Hold	10,050	–	–	0.03%	196
2024 Q2	$368K	Buy	+10,050	New	+$349K	0.03%	184
2024 Q1	–	Sell	-10,050	Closed	-$328K	–	244
2023 Q4	$328K	Buy	+10,050	New	+$295K	0.03%	229
2023 Q3	–	Sell	-15,750	Closed	-$463K	–	300
2023 Q2	$463K	Hold	15,750	–	–	0.05%	144
2023 Q1	$435K	Sell	15,750 -790	-5%	-$20.8K	0.05%	145
2022 Q4	$402K	Hold	16,540	–	–	0.06%	136
2022 Q3	$374K	Sell	16,540 -140	-0.8%	-$3.58K	0.06%	122
2022 Q2	$394K	Buy	+16,680	New	+$431K	0.07%	103
2022 Q1	–	Sell	-32,910	Closed	-$1.07M	–	227
2021 Q4	$1.07M	Sell	32,910 -12,490	-28%	-$387K	0.16%	50
2021 Q3	$1.31M	Buy	45,400 +610	+1%	+$18.1K	0.21%	42
2021 Q2	$1.3M	Sell	44,790 -1,640	-4%	-$45.8K	0.19%	57
2021 Q1	$1.25M	Buy	+46,430	New	+$1.22M	0.21%	51

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

Koss-Olinger Consulting's RSPT Position: Q2 2026 in Review

Koss-Olinger Consulting increased its Invesco S&P 500 Equal Weight Technology ETF (RSPT) stake by 0.08% in Q2 2026, buying an estimated $287 and bringing the position to 6,641 shares worth $428K. The position accounts for 0.03% of the portfolio, ranked #99.

Koss-Olinger Consulting first reported a position in RSPT in Q1 2021 and has held it in 19 quarters since. The position peaked at $1.31M in Q3 2021. 501 funds tracked by Wall St. Rank hold RSPT as of Q2 2026.

Koss-Olinger Consulting held 6,641 shares of Invesco S&P 500 Equal Weight Technology ETF worth $428K as of Q2 2026.
Koss-Olinger Consulting bought 5 Invesco S&P 500 Equal Weight Technology ETF shares in Q2 2026, an estimated $287.
Invesco S&P 500 Equal Weight Technology ETF made up 0.03% of Koss-Olinger Consulting's portfolio in Q2 2026, its #99 holding.
Koss-Olinger Consulting first reported a position in Invesco S&P 500 Equal Weight Technology ETF in Q1 2021 and has held it in 19 quarters since.
Koss-Olinger Consulting's Invesco S&P 500 Equal Weight Technology ETF position peaked at $1.31M in Q3 2021.
501 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Technology ETF as of Q2 2026.

Based on Koss-Olinger Consulting's 13F filing for Q2 2026, filed 10 Aug 2026.