OHIS
RSPT icon

Oak Harvest Investment Services’s Invesco S&P 500 Equal Weight Technology ETF RSPT Stock Holding History

Oak Harvest Investment Services’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 		$484K Hold
7,500
– – 0.05% 123
2026
Q1 		$339K Hold
7,500
– – 0.04% 137
2025
Q4 		$341K Hold
7,500
– – 0.04% 145
2025
Q3 		$334K Hold
7,500
– – 0.04% 142
2025
Q2 		$306K Hold
7,500
– – 0.04% 135
2025
Q1 		$256K Hold
7,500
– – 0.04% 126
2024
Q4 		$281K Sell
7,500
-1,385
-16% -$52.8K 0.04% 135
2024
Q3 		$335K Buy
8,885
+1
+0% +$36 0.05% 117
2024
Q2 		$326K Buy
8,884
+2
+0% +$70 0.05% 105
2024
Q1 		$313K Buy
8,882
+1
+0% +$34 0.05% 111
2023
Q4 		$290K Buy
8,881
+2
+0% +$59 0.06% 102
2023
Q3 		$250K Sell
8,879
-131
-1% -$3.83K 0.05% 100
2023
Q2 		$265K Hold
9,010
– – 0.06% 102
2023
Q1 		$249K Buy
9,010
+20
+0.2% +$527 0.06% 97
2022
Q4 		$219K Buy
8,990
+10
+0.1% +$244 0.06% 88
2022
Q3 		$203K Buy
8,980
+20
+0.2% +$511 0.05% 95
2022
Q2 		$212K Buy
8,960
+20
+0.2% +$517 0.06% 82
2022
Q1 		$259K Buy
8,940
+10
+0.1% +$290 0.06% 78
2021
Q4 		$289K Sell
8,930
-1,110
-11% -$34.4K 0.07% 75
2021
Q3 		$289K Buy
10,040
+1,130
+13% +$33.5K 0.08% 72
2021
Q2 		$258K Buy
8,910
+10
+0.1% +$279 0.09% 73
2021
Q1 		$240K Buy
8,900
+20
+0.2% +$524 0.09% 68
2020
Q4 		$225K Buy
+8,880
New +$206K 0.1% 67

Other funds holding RSPT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
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
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
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Oak Harvest Investment Services's RSPT Position: Q2 2026 in Review

Oak Harvest Investment Services held its Invesco S&P 500 Equal Weight Technology ETF (RSPT) position steady in Q2 2026 at 7,500 shares worth $484K. The position accounts for 0.05% of the portfolio, ranked #123.

Oak Harvest Investment Services first reported a position in RSPT in Q4 2020 and has held it in 23 quarters since. 501 funds tracked by Wall St. Rank hold RSPT as of Q2 2026.

  • Oak Harvest Investment Services held 7,500 shares of Invesco S&P 500 Equal Weight Technology ETF worth $484K as of Q2 2026.
  • Oak Harvest Investment Services 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 0.05% of Oak Harvest Investment Services's portfolio in Q2 2026, its #123 holding.
  • Oak Harvest Investment Services first reported a position in Invesco S&P 500 Equal Weight Technology ETF in Q4 2020 and has held it in 23 quarters since.
  • 501 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Technology ETF as of Q2 2026.

Based on Oak Harvest Investment Services's 13F filing for Q2 2026, filed 27 Jul 2026.