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

Pacific Sun Financial’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 Q1	$971K	Sell	21,450 -90	-0.4%	-$4.2K	0.47%	65
2025 Q4	$980K	Sell	21,540 -40	-0.2%	-$1.81K	0.47%	65
2025 Q3	$962K	Hold	21,580	–	–	0.46%	66
2025 Q2	$880K	Hold	21,580	–	–	0.46%	67
2025 Q1	$738K	Hold	21,580	–	–	0.42%	73
2024 Q4	$808K	Sell	21,580 -50	-0.2%	-$1.91K	0.44%	70
2024 Q3	$815K	Hold	21,630	–	–	0.45%	66
2024 Q2	$793K	Hold	21,630	–	–	0.47%	65
2024 Q1	$761K	Sell	21,630 -300	-1%	-$10.1K	0.44%	69
2023 Q4	$716K	Sell	21,930 -100	-0.5%	-$2.94K	0.45%	68
2023 Q3	$620K	Sell	22,030 -100	-0.5%	-$2.92K	0.43%	70
2023 Q2	$611K	Buy	+22,130	New	+$605K	0.41%	78
2022 Q4	$539K	Sell	22,180 -180	-0.8%	-$4.4K	0.38%	81
2022 Q3	$506K	Sell	22,360 -320	-1%	-$8.18K	0.36%	87
2022 Q2	$536K	Sell	22,680 -40	-0.2%	-$1.03K	0.35%	88
2022 Q1	$657K	Hold	22,720	–	–	0.36%	85
2021 Q4	$736K	Sell	22,720 -450	-2%	-$13.9K	0.39%	81
2021 Q3	$668K	Buy	+23,170	New	+$688K	0.38%	81
2020 Q3	$520K	Buy	24,670 +200	+0.8%	+$4.16K	0.43%	76
2020 Q2	$487K	Hold	24,470	–	–	0.44%	78
2020 Q1	$390K	Buy	24,470 +400	+2%	+$7.57K	0.45%	81
2019 Q4	$477K	Hold	24,070	–	–	0.42%	83
2019 Q3	$430K	Hold	24,070	–	–	0.41%	85
2019 Q2	$427K	Buy	+24,070	New	+$417K	0.41%	85
2018 Q2	$388K	Buy	+23,520	New	+$370K	0.4%	85

Other funds holding RSPT

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

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

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

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

RWM

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

BWFA

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

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

DIP

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

Pacific Sun Financial's RSPT Position: Q1 2026 in Review

Pacific Sun Financial reduced its Invesco S&P 500 Equal Weight Technology ETF (RSPT) stake by 0.42% in Q1 2026, selling an estimated $4.2K and leaving 21,450 shares worth $971K. The position accounts for 0.47% of the portfolio, ranked #65.

Pacific Sun Financial first reported a position in RSPT in Q2 2018 and has held it in 25 quarters since. The position peaked at $980K in Q4 2025. 411 funds tracked by Wall St. Rank hold RSPT as of Q1 2026.

Pacific Sun Financial held 21,450 shares of Invesco S&P 500 Equal Weight Technology ETF worth $971K as of Q1 2026.
Pacific Sun Financial sold 90 Invesco S&P 500 Equal Weight Technology ETF shares in Q1 2026, an estimated $4.2K.
Invesco S&P 500 Equal Weight Technology ETF made up 0.47% of Pacific Sun Financial's portfolio in Q1 2026, its #65 holding.
Pacific Sun Financial first reported a position in Invesco S&P 500 Equal Weight Technology ETF in Q2 2018 and has held it in 25 quarters since.
Pacific Sun Financial's Invesco S&P 500 Equal Weight Technology ETF position peaked at $980K in Q4 2025.
411 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Technology ETF as of Q1 2026.

Based on Pacific Sun Financial's 13F filing for Q1 2026, filed 8 May 2026.