PP
RSPT icon

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
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
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

Patten & Patten's RSPT Position: Q1 2026 in Review

Patten & Patten reduced its Invesco S&P 500 Equal Weight Technology ETF (RSPT) stake by 7.4% in Q1 2026, selling an estimated $675K and leaving 181,795 shares worth $8.23M. The position accounts for 0.5% of the portfolio, ranked #55.

Patten & Patten first reported a position in RSPT in Q3 2025 and has held it in 3 quarters since. The position peaked at $8.93M in Q4 2025. 410 funds tracked by Wall St. Rank hold RSPT as of Q1 2026.

  • Patten & Patten held 181,795 shares of Invesco S&P 500 Equal Weight Technology ETF worth $8.23M as of Q1 2026.
  • Patten & Patten sold 14,475 Invesco S&P 500 Equal Weight Technology ETF shares in Q1 2026, an estimated $675K.
  • Invesco S&P 500 Equal Weight Technology ETF made up 0.5% of Patten & Patten's portfolio in Q1 2026, its #55 holding.
  • Patten & Patten first reported a position in Invesco S&P 500 Equal Weight Technology ETF in Q3 2025 and has held it in 3 quarters since.
  • Patten & Patten's Invesco S&P 500 Equal Weight Technology ETF position peaked at $8.93M in Q4 2025.
  • 410 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Technology ETF as of Q1 2026.

Based on Patten & Patten's 13F filing for Q1 2026, filed 1 May 2026.