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OneDigital Investment Advisors’s Invesco S&P 500 Equal Weight Technology ETF RSPT Stock Holding History

OneDigital Investment 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
2025
Q1 		– Sell
-8,829
Closed -$330K – 1484
2024
Q4 		$330K Hold
8,829
– – ﹤0.01% 1085
2024
Q3 		$333K Hold
8,829
– – ﹤0.01% 1108
2024
Q2 		$324K Sell
8,829
-51
-0.6% -$1.77K ﹤0.01% 1075
2024
Q1 		$312K Hold
8,880
– – ﹤0.01% 894
2023
Q4 		$290K Sell
8,880
-820
-8% -$24.1K 0.01% 920
2023
Q3 		$273K Sell
9,700
-250
-3% -$7.3K 0.01% 838
2023
Q2 		$293K Sell
9,950
-770
-7% -$21.1K 0.01% 836
2023
Q1 		$296K Sell
10,720
-310
-3% -$8.17K 0.01% 787
2022
Q4 		$268K Hold
11,030
– – 0.01% 699
2022
Q3 		$250K Hold
11,030
– – 0.01% 650
2022
Q2 		$261K Sell
11,030
-200
-2% -$5.17K 0.01% 594
2022
Q1 		$325K Hold
11,230
– – 0.01% 575
2021
Q4 		$364K Sell
11,230
-1,170
-9% -$36.2K 0.01% 541
2021
Q3 		$357K Hold
12,400
– – 0.01% 527
2021
Q2 		$360K Sell
12,400
-210
-2% -$5.87K 0.01% 499
2021
Q1 		$340K Sell
12,610
-3,590
-22% -$94K 0.02% 476
2020
Q4 		$411K Sell
16,200
-30,270
-65% -$703K 0.02% 396
2020
Q3 		$979K Sell
46,470
-73,190
-61% -$1.52M 0.07% 201
2020
Q2 		$2.38M Sell
119,660
-20,550
-15% -$381K 0.17% 117
2020
Q1 		$2.24M Sell
140,210
-21,960
-14% -$415K 0.2% 107
2019
Q4 		$3.21M Buy
+162,170
New +$3.04M 0.25% 90
2018
Q2 		– Sell
-1,320
Closed -$20K – 1363
2018
Q1 		$20K Hold
1,320
– – ﹤0.01% 823
2017
Q4 		$19K Sell
1,320
-3,050
-70% -$43.3K ﹤0.01% 831
2017
Q3 		$59K Buy
4,370
+10
+0.2% +$130 0.02% 349
2017
Q2 		$54K Buy
+4,360
New +$54.3K 0.02% 450

Other funds holding RSPT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
DIP
Davis Investment Partners Charlotte, North Carolina $283M AUM 24.98% 1-Year Est. Return
BWFA
Baltimore-Washington Financial Advisors Columbia, Maryland $2.32B AUM 16.8% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

OneDigital Investment Advisors's RSPT Position: Q1 2025 in Review

OneDigital Investment Advisors sold out of Invesco S&P 500 Equal Weight Technology ETF (RSPT) in Q1 2025, closing a stake of 8,829 shares — an estimated $330K sold.

OneDigital Investment Advisors first reported a position in RSPT in Q2 2017 and held it in 25 quarters. The position peaked at $3.21M in Q4 2019. 352 funds tracked by Wall St. Rank hold RSPT as of Q1 2025.

  • OneDigital Investment Advisors reported no remaining Invesco S&P 500 Equal Weight Technology ETF position as of Q1 2025 after selling out during the quarter.
  • OneDigital Investment Advisors sold 8,829 Invesco S&P 500 Equal Weight Technology ETF shares in Q1 2025, an estimated $330K.
  • OneDigital Investment Advisors first reported a position in Invesco S&P 500 Equal Weight Technology ETF in Q2 2017 and held it in 25 quarters.
  • OneDigital Investment Advisors's Invesco S&P 500 Equal Weight Technology ETF position peaked at $3.21M in Q4 2019.
  • 352 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Technology ETF as of Q1 2025.

Based on OneDigital Investment Advisors's 13F filing for Q1 2025, filed 29 Apr 2025.