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 Q2	$2.2M	Hold	34,078	–	–	0.01%	601
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 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

Sequoia Financial Advisors's RSPT Position: Q2 2026 in Review

Sequoia Financial Advisors held its Invesco S&P 500 Equal Weight Technology ETF (RSPT) position steady in Q2 2026 at 34,078 shares worth $2.2M. The position accounts for 0.01% of the portfolio, ranked #601.

Sequoia Financial Advisors first reported a position in RSPT in Q1 2024 and has held it in 10 quarters since. 500 funds tracked by Wall St. Rank hold RSPT as of Q2 2026.

Sequoia Financial Advisors held 34,078 shares of Invesco S&P 500 Equal Weight Technology ETF worth $2.2M as of Q2 2026.
Sequoia Financial Advisors left its Invesco S&P 500 Equal Weight Technology ETF share count unchanged in Q2 2026.
Invesco S&P 500 Equal Weight Technology ETF made up 0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #601 holding.
Sequoia Financial Advisors first reported a position in Invesco S&P 500 Equal Weight Technology ETF in Q1 2024 and has held it in 10 quarters since.
500 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Technology ETF as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.