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 Q2	$1.04M	Sell	16,200 -5,250	-24%	-$301K	0.43%	67
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 $1.55T 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

Pacific Sun Financial's RSPT Position: Q2 2026 in Review

Pacific Sun Financial reduced its Invesco S&P 500 Equal Weight Technology ETF (RSPT) stake by 24% in Q2 2026, selling an estimated $301K and leaving 16,200 shares worth $1.04M. The position accounts for 0.43% of the portfolio, ranked #67.

Pacific Sun Financial first reported a position in RSPT in Q2 2018 and has held it in 26 quarters since. 501 funds tracked by Wall St. Rank hold RSPT as of Q2 2026.

Pacific Sun Financial held 16,200 shares of Invesco S&P 500 Equal Weight Technology ETF worth $1.04M as of Q2 2026.
Pacific Sun Financial sold 5,250 Invesco S&P 500 Equal Weight Technology ETF shares in Q2 2026, an estimated $301K.
Invesco S&P 500 Equal Weight Technology ETF made up 0.43% of Pacific Sun Financial's portfolio in Q2 2026, its #67 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 26 quarters since.
501 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Technology ETF as of Q2 2026.

Based on Pacific Sun Financial's 13F filing for Q2 2026, filed 10 Aug 2026.