Steward Partners Investment Advisory’s Invesco S&P 500 Equal Weight Technology ETF RSPT Stock Holding History

Steward Partners Investment Advisory’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	$1.98M	Sell	30,746 -3,935	-11%	-$226K	0.01%	924
2026 Q1	$1.57M	Buy	34,681 +16,327	+89%	+$762K	0.01%	953
2025 Q4	$835K	Sell	18,354 -1,118	-6%	-$50.7K	﹤0.01%	1158
2025 Q3	$868K	Sell	19,472 -5,176	-21%	-$217K	0.01%	1110
2025 Q2	$1.01M	Sell	24,648 -1,621	-6%	-$58.7K	0.01%	996
2025 Q1	$898K	Sell	26,269 -4,833	-16%	-$181K	0.01%	961
2024 Q4	$1.16M	Sell	31,102 -2,690	-8%	-$103K	0.01%	821
2024 Q3	$1.27M	Sell	33,792 -120	-0.4%	-$4.37K	0.01%	776
2024 Q2	$1.24M	Sell	33,912 -1,027	-3%	-$35.7K	0.01%	739
2024 Q1	$1.23M	Buy	34,939 +25,389	+266%	+$856K	0.01%	725
2023 Q4	$312K	Sell	9,550 -100	-1%	-$2.94K	﹤0.01%	1202
2023 Q3	$272K	Hold	9,650	–	–	﹤0.01%	1157
2023 Q2	$284K	Hold	9,650	–	–	﹤0.01%	1144
2023 Q1	$266K	Hold	9,650	–	–	﹤0.01%	1161
2022 Q4	$234K	Sell	9,650 -500	-5%	-$12.2K	﹤0.01%	1176
2022 Q3	$230K	Sell	10,150 -50	-0.5%	-$1.28K	﹤0.01%	1148
2022 Q2	$241K	Hold	10,200	–	–	﹤0.01%	1135
2022 Q1	$295K	Buy	10,200 +160	+2%	+$4.64K	﹤0.01%	1148
2021 Q4	$325K	Buy	10,040 +1,420	+16%	+$44K	﹤0.01%	1105
2021 Q3	$248K	Buy	8,620 +1,440	+20%	+$42.8K	﹤0.01%	1184
2021 Q2	$208K	Sell	7,180 -7,730	-52%	-$216K	﹤0.01%	1513
2021 Q1	$402K	Buy	14,910 +280	+2%	+$7.33K	0.01%	968
2020 Q4	$371K	Sell	14,630 -2,950	-17%	-$68.5K	0.01%	843
2020 Q3	$370K	Sell	17,580 -610	-3%	-$12.7K	0.01%	746
2020 Q2	$362K	Buy	18,190 +550	+3%	+$10.2K	0.01%	714
2020 Q1	$281K	Buy	17,640 +8,590	+95%	+$162K	0.01%	694
2019 Q4	$179K	Buy	9,050 +4,000	+79%	+$75.1K	0.01%	915
2019 Q3	$90K	Sell	5,050 -21,720	-81%	-$389K	﹤0.01%	1131
2019 Q2	$474K	Sell	26,770 -370	-1%	-$6.41K	0.02%	575
2019 Q1	$461K	Buy	27,140 +2,230	+9%	+$35.5K	0.02%	541
2018 Q4	$350K	Sell	24,910 -5,800	-19%	-$87.8K	0.02%	572
2018 Q3	$517K	Sell	30,710 -1,920	-6%	-$31.8K	0.02%	495
2018 Q2	$517K	Buy	32,630 +28,660	+722%	+$451K	0.03%	461
2018 Q1	$60K	Buy	+3,970	New	+$60.9K	﹤0.01%	941

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

Steward Partners Investment Advisory's RSPT Position: Q2 2026 in Review

Steward Partners Investment Advisory reduced its Invesco S&P 500 Equal Weight Technology ETF (RSPT) stake by 11% in Q2 2026, selling an estimated $226K and leaving 30,746 shares worth $1.98M. The position accounts for 0.01% of the portfolio, ranked #924.

Steward Partners Investment Advisory first reported a position in RSPT in Q1 2018 and has held it in 34 quarters since. 500 funds tracked by Wall St. Rank hold RSPT as of Q2 2026.

Steward Partners Investment Advisory held 30,746 shares of Invesco S&P 500 Equal Weight Technology ETF worth $1.98M as of Q2 2026.
Steward Partners Investment Advisory sold 3,935 Invesco S&P 500 Equal Weight Technology ETF shares in Q2 2026, an estimated $226K.
Invesco S&P 500 Equal Weight Technology ETF made up 0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #924 holding.
Steward Partners Investment Advisory first reported a position in Invesco S&P 500 Equal Weight Technology ETF in Q1 2018 and has held it in 34 quarters since.
500 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Technology ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.