Patten & Patten’s Invesco S&P 500 Equal Weight Technology ETF RSPT Stock Holding History

Patten & Patten’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	$12.9M	Buy	199,968 +18,173	+10%	+$1.04M	0.68%	43
2026 Q1	$8.23M	Sell	181,795 -14,475	-7%	-$675K	0.5%	55
2025 Q4	$8.93M	Buy	196,270 +119,633	+156%	+$5.43M	0.52%	48
2025 Q3	$3.42M	Buy	+76,637	New	+$3.22M	0.2%	95

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

Patten & Patten's RSPT Position: Q2 2026 in Review

Patten & Patten increased its Invesco S&P 500 Equal Weight Technology ETF (RSPT) stake by 10% in Q2 2026, buying an estimated $1.04M and bringing the position to 199,968 shares worth $12.9M. The position accounts for 0.68% of the portfolio, ranked #43.

Patten & Patten first reported a position in RSPT in Q3 2025 and has held it in 4 quarters since. 500 funds tracked by Wall St. Rank hold RSPT as of Q2 2026.

Patten & Patten held 199,968 shares of Invesco S&P 500 Equal Weight Technology ETF worth $12.9M as of Q2 2026.
Patten & Patten bought 18,173 Invesco S&P 500 Equal Weight Technology ETF shares in Q2 2026, an estimated $1.04M.
Invesco S&P 500 Equal Weight Technology ETF made up 0.68% of Patten & Patten's portfolio in Q2 2026, its #43 holding.
Patten & Patten first reported a position in Invesco S&P 500 Equal Weight Technology ETF in Q3 2025 and has held it in 4 quarters since.
500 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Technology ETF as of Q2 2026.

Based on Patten & Patten's 13F filing for Q2 2026, filed 5 Aug 2026.