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

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$936K Buy
22,958
+6,550
+40% +$267K 0.01% 703
2025
Q1
$561K Hold
16,408
﹤0.01% 809
2024
Q4
$614K Hold
16,408
0.01% 732
2024
Q3
$619K Buy
16,408
+6,900
+73% +$260K 0.01% 681
2024
Q2
$349K Buy
9,508
+888
+10% +$32.6K ﹤0.01% 828
2024
Q1
$303K Buy
+8,620
New +$303K ﹤0.01% 851