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

Optimum 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 Q3	$26.7K	Hold	600	–	–	0.01%	412
2025 Q2	$24.5K	Hold	600	–	–	0.01%	421
2025 Q1	$20.5K	Hold	600	–	–	0.01%	440
2024 Q4	$22.5K	Hold	600	–	–	0.01%	420
2024 Q3	$22.6K	Hold	600	–	–	0.01%	437
2024 Q2	$22K	Hold	600	–	–	0.01%	441
2024 Q1	$21.1K	Hold	600	–	–	0.01%	452
2023 Q4	$19.6K	Hold	600	–	–	0.01%	450
2023 Q3	$16.9K	Hold	600	–	–	0.01%	489
2023 Q2	$17.6K	Hold	600	–	–	0.01%	488
2023 Q1	$16.6K	Hold	600	–	–	0.01%	501
2022 Q4	$14.6K	Hold	600	–	–	0.01%	528
2022 Q3	$14K	Hold	600	–	–	0.01%	549
2022 Q2	$14K	Hold	600	–	–	0.01%	563
2022 Q1	$17K	Hold	600	–	–	0.01%	586
2021 Q4	$19K	Hold	600	–	–	0.01%	601
2021 Q3	$17K	Hold	600	–	–	0.01%	612
2021 Q2	$17K	Hold	600	–	–	0.01%	686
2021 Q1	$16K	Hold	600	–	–	﹤0.01%	704
2020 Q4	$15K	Hold	600	–	–	﹤0.01%	671
2020 Q3	$13K	Hold	600	–	–	﹤0.01%	666
2020 Q2	$12K	Hold	600	–	–	﹤0.01%	676
2020 Q1	$10K	Hold	600	–	–	﹤0.01%	682
2019 Q4	$12K	Hold	600	–	–	﹤0.01%	753
2019 Q3	$11K	Hold	600	–	–	﹤0.01%	786
2019 Q2	$11K	Hold	600	–	–	﹤0.01%	778
2019 Q1	$10K	Hold	600	–	–	﹤0.01%	812
2018 Q4	$8K	Hold	600	–	–	﹤0.01%	794
2018 Q3	$10K	Sell	600 -260	-30%	-$4.3K	﹤0.01%	846
2018 Q2	$14K	Hold	860	–	–	﹤0.01%	798
2018 Q1	$13K	Buy	+860	New	+$13.2K	﹤0.01%	788
2015 Q1	$19K	Hold	2,110	–	–	0.01%	696
2014 Q4	$19K	Hold	2,110	–	–	0.01%	736
2014 Q3	$19K	Sell	2,110 -3,070	-59%	-$26.1K	0.01%	655
2014 Q2	$43K	Buy	+5,180	New	+$41.6K	0.01%	520

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

Optimum Investment Advisors's RSPT Position: Q3 2025 in Review

Optimum Investment Advisors held its Invesco S&P 500 Equal Weight Technology ETF (RSPT) position steady in Q3 2025 at 600 shares worth $26.7K. The position accounts for 0.01% of the portfolio, ranked #412.

Optimum Investment Advisors first reported a position in RSPT in Q2 2014 and has held it in 35 quarters since. The position peaked at $43K in Q2 2014. 365 funds tracked by Wall St. Rank hold RSPT as of Q3 2025.

Optimum Investment Advisors held 600 shares of Invesco S&P 500 Equal Weight Technology ETF worth $26.7K as of Q3 2025.
Optimum Investment 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 0.01% of Optimum Investment Advisors's portfolio in Q3 2025, its #412 holding.
Optimum Investment Advisors first reported a position in Invesco S&P 500 Equal Weight Technology ETF in Q2 2014 and has held it in 35 quarters since.
Optimum Investment Advisors's Invesco S&P 500 Equal Weight Technology ETF position peaked at $43K in Q2 2014.
365 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Technology ETF as of Q3 2025.

Based on Optimum Investment Advisors's 13F filing for Q3 2025, filed 21 Oct 2025.