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

Krilogy Financial’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	$323K	Hold	5,000	–	–	0.01%	796
2026 Q1	$253K	Hold	5,000	–	–	0.01%	805
2025 Q4	$238K	Hold	5,000	–	–	0.01%	815
2025 Q3	$230K	Buy	+5,000	New	+$210K	0.01%	777
2018 Q2	–	Sell	-900	Closed	-$14K	–	523
2018 Q1	$14K	Sell	900 -30	-3%	-$460	﹤0.01%	491
2017 Q4	$13K	Hold	930	–	–	﹤0.01%	494
2017 Q3	$13K	Sell	930 -630	-40%	-$8.21K	﹤0.01%	551
2017 Q2	$20K	Sell	1,560 -1,410	-47%	-$17.5K	0.01%	438
2017 Q1	$32K	Hold	2,970	–	–	0.01%	356
2016 Q4	$32K	Sell	2,970 -1,620	-35%	-$17.3K	0.01%	356
2016 Q3	$48K	Sell	4,590 -2,430	-35%	-$24.6K	0.02%	303
2016 Q2	$66K	Buy	7,020 +6,120	+680%	+$56.8K	0.02%	261
2016 Q1	$8K	Hold	900	–	–	﹤0.01%	489
2015 Q4	$8K	Hold	900	–	–	0.01%	277
2015 Q3	$8K	Buy	+900	New	+$7.97K	﹤0.01%	420

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

Krilogy Financial's RSPT Position: Q2 2026 in Review

Krilogy Financial held its Invesco S&P 500 Equal Weight Technology ETF (RSPT) position steady in Q2 2026 at 5,000 shares worth $323K. The position accounts for 0.01% of the portfolio, ranked #796.

Krilogy Financial first reported a position in RSPT in Q3 2015 and has held it in 15 quarters since. 501 funds tracked by Wall St. Rank hold RSPT as of Q2 2026.

Krilogy Financial held 5,000 shares of Invesco S&P 500 Equal Weight Technology ETF worth $323K as of Q2 2026.
Krilogy Financial 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 0.01% of Krilogy Financial's portfolio in Q2 2026, its #796 holding.
Krilogy Financial first reported a position in Invesco S&P 500 Equal Weight Technology ETF in Q3 2015 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 Krilogy Financial's 13F filing for Q2 2026, filed 27 Jul 2026.