Orion Portfolio Solutions’s Invesco S&P 500 Equal Weight Technology ETF RSPT Stock Holding History

Orion Portfolio Solutions’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	$238K	Hold	6,972	–	–	﹤0.01%	1732
2024 Q4	$261K	Hold	6,972	–	–	﹤0.01%	1621
2024 Q3	$263K	Hold	6,972	–	–	﹤0.01%	1587
2024 Q2	$256K	Hold	6,972	–	–	﹤0.01%	1529
2024 Q1	$245K	Hold	6,972	–	–	﹤0.01%	1538
2023 Q4	$222K	Sell	6,972 -197	-3%	-$5.79K	﹤0.01%	1531
2023 Q3	$202K	Sell	7,169 -11	-0.2%	-$321	﹤0.01%	1550
2023 Q2	$211K	Buy	+7,180	New	+$196K	﹤0.01%	1542
2020 Q3	–	Sell	-990	Closed	-$20K	–	1714
2020 Q2	$20K	Sell	990 -910	-48%	-$16.9K	﹤0.01%	958
2020 Q1	$30K	Buy	+1,900	New	+$35.9K	﹤0.01%	718

Other funds holding RSPT

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Orion Portfolio Solutions's RSPT Position: Q1 2025 in Review

Orion Portfolio Solutions held its Invesco S&P 500 Equal Weight Technology ETF (RSPT) position steady in Q1 2025 at 6,972 shares worth $238K. The position accounts for ﹤0.01% of the portfolio, ranked #1732.

Orion Portfolio Solutions first reported a position in RSPT in Q1 2020 and has held it in 10 quarters since. The position peaked at $263K in Q3 2024. 352 funds tracked by Wall St. Rank hold RSPT as of Q1 2025.

Orion Portfolio Solutions held 6,972 shares of Invesco S&P 500 Equal Weight Technology ETF worth $238K as of Q1 2025.
Orion Portfolio Solutions left its Invesco S&P 500 Equal Weight Technology ETF share count unchanged in Q1 2025.
Invesco S&P 500 Equal Weight Technology ETF made up ﹤0.01% of Orion Portfolio Solutions's portfolio in Q1 2025, its #1732 holding.
Orion Portfolio Solutions first reported a position in Invesco S&P 500 Equal Weight Technology ETF in Q1 2020 and has held it in 10 quarters since.
Orion Portfolio Solutions's Invesco S&P 500 Equal Weight Technology ETF position peaked at $263K in Q3 2024.
352 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Technology ETF as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.