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NorthRock Partners’s Invesco S&P 500 Equal Weight Technology ETF RSPT Stock Holding History

NorthRock Partners’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
Q1 		$383K Buy
8,467
+287
+4% +$13.4K 0.01% 465
2025
Q4 		$372K Sell
8,180
-475
-5% -$21.6K 0.01% 432
2025
Q3 		$386K Sell
8,655
-971
-10% -$40.8K 0.01% 612
2025
Q2 		$393K Sell
9,626
-767
-7% -$27.8K 0.01% 462
2025
Q1 		$355K Sell
10,393
-1,212
-10% -$45.4K 0.01% 433
2024
Q4 		$434K Buy
11,605
+7
+0.1% +$267 0.01% 387
2024
Q3 		$437K Sell
11,598
-200
-2% -$7.29K 0.01% 401
2024
Q2 		$433K Sell
11,798
-910
-7% -$31.6K 0.02% 376
2024
Q1 		$447K Buy
12,708
+729
+6% +$24.6K 0.02% 386
2023
Q4 		$391K Buy
11,979
+3,014
+34% +$88.5K 0.02% 395
2023
Q3 		$252K Buy
+8,965
New +$262K 0.03% 275

Other funds holding RSPT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
RWM
RMG Wealth Management Platteville, Wisconsin $866M AUM 11.95% 1-Year Est. Return
BWFA
Baltimore-Washington Financial Advisors Columbia, Maryland $2.32B AUM 16.8% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
DIP
Davis Investment Partners Charlotte, North Carolina $283M AUM 24.98% 1-Year Est. Return