Oak Hill Wealth Advisors’s Invesco S&P 500 Equal Weight Technology ETF RSPT Stock Holding History

Oak Hill Wealth Advisors’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
2024 Q4	–	Sell	-17,170	Closed	-$647K	–	214
2024 Q3	$647K	Buy	+17,170	New	+$626K	0.16%	60
2024 Q2	–	Sell	-17,300	Closed	-$609K	–	189
2024 Q1	$609K	Buy	+17,300	New	+$583K	0.19%	52

Other funds holding RSPT

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BWFA

Baltimore-Washington Financial Advisors Columbia, Maryland $2.32B AUM 16.8% 1-Year Est. Return

RWM

RMG Wealth Management Platteville, Wisconsin $866M AUM 11.95% 1-Year Est. Return

DIP

Davis Investment Partners Charlotte, North Carolina $283M AUM 24.98% 1-Year Est. Return

Oak Hill Wealth Advisors's RSPT Position: Q3 2025 in Review

Oak Hill Wealth Advisors held its Invesco S&P 500 Equal Weight Technology ETF (RSPT) position steady in Q3 2025 at 21,868 shares worth $975K. The position accounts for 0.18% of the portfolio, ranked #67.

Oak Hill Wealth Advisors first reported a position in RSPT in Q4 2022 and has held it in 10 quarters since. 365 funds tracked by Wall St. Rank hold RSPT as of Q3 2025.

Oak Hill Wealth Advisors held 21,868 shares of Invesco S&P 500 Equal Weight Technology ETF worth $975K as of Q3 2025.
Oak Hill Wealth Advisors left its Invesco S&P 500 Equal Weight Technology ETF share count unchanged in Q3 2025.
Invesco S&P 500 Equal Weight Technology ETF made up 0.18% of Oak Hill Wealth Advisors's portfolio in Q3 2025, its #67 holding.
Oak Hill Wealth Advisors first reported a position in Invesco S&P 500 Equal Weight Technology ETF in Q4 2022 and has held it in 10 quarters since.
365 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Technology ETF as of Q3 2025.

Based on Oak Hill Wealth Advisors's 13F filing for Q3 2025, filed 30 Oct 2025.