Robertson Stephens Wealth Management’s Invesco S&P 500 Equal Weight Technology ETF RSPT Stock Holding History

Robertson Stephens Wealth Management’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	$260K	Buy	+4,026	New	+$231K	0.01%	560

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

Robertson Stephens Wealth Management's RSPT Position: Q2 2026 in Review

Robertson Stephens Wealth Management opened a new position in Invesco S&P 500 Equal Weight Technology ETF (RSPT) in Q2 2026: 4,026 shares worth $260K. The stake represents 0.01% of the portfolio and ranks #560 among its holdings.

500 funds tracked by Wall St. Rank hold RSPT as of Q2 2026.

Robertson Stephens Wealth Management held 4,026 shares of Invesco S&P 500 Equal Weight Technology ETF worth $260K as of Q2 2026.
Invesco S&P 500 Equal Weight Technology ETF was a new Robertson Stephens Wealth Management position in Q2 2026.
Invesco S&P 500 Equal Weight Technology ETF made up 0.01% of Robertson Stephens Wealth Management's portfolio in Q2 2026, its #560 holding.
500 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Technology ETF as of Q2 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.