Laurel Wealth Advisors (North Carolina)’s Invesco S&P 500 Equal Weight Technology ETF RSPT Stock Holding History

Laurel Wealth Advisors (North Carolina)’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	$415K	Hold	6,435	–	–	0.04%	154
2026 Q1	$374K	Sell	6,435 -100	-2%	-$4.67K	0.04%	160
2025 Q4	$297K	Buy	+6,535	New	+$297K	0.04%	166
2025 Q3	–	Sell	-6,535	Closed	-$266K	–	182
2025 Q2	$266K	Hold	6,535	–	–	0.04%	172
2025 Q1	$223K	Sell	6,535 -485	-7%	-$18.2K	0.04%	171
2024 Q4	$263K	Sell	7,020 -200	-3%	-$7.63K	0.04%	156
2024 Q3	$272K	Hold	7,220	–	–	0.04%	158
2024 Q2	$265K	Sell	7,220 -500	-6%	-$17.4K	0.05%	156
2024 Q1	$272K	Buy	7,720 +550	+8%	+$18.5K	0.05%	155
2023 Q4	$234K	Buy	7,170 +100	+1%	+$2.94K	0.04%	161
2023 Q3	$199K	Hold	7,070	–	–	0.04%	169
2023 Q2	$208K	Sell	7,070 -1,750	-20%	-$47.9K	0.04%	167
2023 Q1	$243K	Hold	8,820	–	–	0.05%	156
2022 Q4	$214K	Buy	8,820 +1,430	+19%	+$35K	0.05%	157
2022 Q3	$167K	Buy	7,390 +440	+6%	+$11.2K	0.04%	169
2022 Q2	$164K	Sell	6,950 -1,600	-19%	-$41.4K	0.04%	174
2022 Q1	$247K	Sell	8,550 -2,500	-23%	-$72.5K	0.05%	155
2021 Q4	$358K	Hold	11,050	–	–	0.07%	135
2021 Q3	$318K	Buy	11,050 +2,000	+22%	+$59.4K	0.07%	139
2021 Q2	$263K	Buy	9,050 +2,000	+28%	+$55.9K	0.06%	153
2021 Q1	$190K	Buy	7,050 +2,950	+72%	+$77.2K	0.05%	163
2020 Q4	$104K	Buy	+4,100	New	+$95.2K	0.03%	193
2019 Q3	–	Sell	-340	Closed	-$6K	–	536
2019 Q2	$6K	Buy	+340	New	+$5.89K	﹤0.01%	421

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

Laurel Wealth Advisors (North Carolina)'s RSPT Position: Q2 2026 in Review

Laurel Wealth Advisors (North Carolina) held its Invesco S&P 500 Equal Weight Technology ETF (RSPT) position steady in Q2 2026 at 6,435 shares worth $415K. The position accounts for 0.04% of the portfolio, ranked #154.

Laurel Wealth Advisors (North Carolina) first reported a position in RSPT in Q2 2019 and has held it in 23 quarters since. 500 funds tracked by Wall St. Rank hold RSPT as of Q2 2026.

Laurel Wealth Advisors (North Carolina) held 6,435 shares of Invesco S&P 500 Equal Weight Technology ETF worth $415K as of Q2 2026.
Laurel Wealth Advisors (North Carolina) 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 0.04% of Laurel Wealth Advisors (North Carolina)'s portfolio in Q2 2026, its #154 holding.
Laurel Wealth Advisors (North Carolina) first reported a position in Invesco S&P 500 Equal Weight Technology ETF in Q2 2019 and has held it in 23 quarters since.
500 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Technology ETF as of Q2 2026.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q2 2026, filed 17 Jul 2026.