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

Sequoia Financial Advisors’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 		$1.54M Sell
34,078
-865
-2% -$40.4K 0.01% 703
2025
Q4 		$1.59M Sell
34,943
-85
-0.2% -$3.86K 0.01% 669
2025
Q3 		$1.56M Buy
35,028
+12,070
+53% +$507K 0.01% 604
2025
Q2 		$936K Buy
22,958
+6,550
+40% +$237K 0.01% 707
2025
Q1 		$561K Hold
16,408
– – ﹤0.01% 815
2024
Q4 		$614K Hold
16,408
– – 0.01% 735
2024
Q3 		$619K Buy
16,408
+6,900
+73% +$251K 0.01% 683
2024
Q2 		$349K Buy
9,508
+888
+10% +$30.9K ﹤0.01% 830
2024
Q1 		$303K Buy
+8,620
New +$291K ﹤0.01% 855

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 $501B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B 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 $564B 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 $528B AUM 27.57% 1-Year Est. Return
DIP
Davis Investment Partners Charlotte, North Carolina $283M AUM 24.98% 1-Year Est. Return