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

OLIO Financial Planning’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	$318K	Hold	4,937	–	–	0.08%	53
2026 Q1	$223K	Hold	4,937	–	–	0.06%	65
2025 Q4	$225K	Hold	4,937	–	–	0.06%	65
2025 Q3	$220K	Hold	4,937	–	–	0.06%	63
2025 Q2	$201K	Buy	+4,937	New	+$179K	0.06%	63

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

OLIO Financial Planning's RSPT Position: Q2 2026 in Review

OLIO Financial Planning held its Invesco S&P 500 Equal Weight Technology ETF (RSPT) position steady in Q2 2026 at 4,937 shares worth $318K. The position accounts for 0.08% of the portfolio, ranked #53.

OLIO Financial Planning first reported a position in RSPT in Q2 2025 and has held it in 5 quarters since. 501 funds tracked by Wall St. Rank hold RSPT as of Q2 2026.

OLIO Financial Planning held 4,937 shares of Invesco S&P 500 Equal Weight Technology ETF worth $318K as of Q2 2026.
OLIO Financial Planning 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 0.08% of OLIO Financial Planning's portfolio in Q2 2026, its #53 holding.
OLIO Financial Planning first reported a position in Invesco S&P 500 Equal Weight Technology ETF in Q2 2025 and has held it in 5 quarters since.
501 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Technology ETF as of Q2 2026.

Based on OLIO Financial Planning's 13F filing for Q2 2026, filed 17 Jul 2026.