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

Strategic 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
Q3 		$253K Hold
3,835
– – 0.05% 150
2026
Q2 		$247K Buy
+3,835
New +$220K 0.05% 150
2018
Q1 		– Sell
-22,340
Closed -$319K – 140
2017
Q4 		$319K Sell
22,340
-2,260
-9% -$32.1K 0.13% 114
2017
Q3 		$332K Buy
24,600
+1,140
+5% +$14.9K 0.14% 126
2017
Q2 		$293K Buy
23,460
+3,230
+16% +$40.2K 0.13% 125
2017
Q1 		$244K Buy
20,230
+870
+4% +$10.1K 0.12% 125
2016
Q4 		$210K Buy
19,360
+10
+0.1% +$107 0.11% 118
2016
Q3 		$204K Buy
+19,350
New +$196K 0.11% 120
2016
Q2 		– Sell
-23,940
Closed -$224K – 126
2016
Q1 		$224K Sell
23,940
-10,600
-31% -$92.2K 0.13% 117
2015
Q4 		$319K Buy
34,540
+2,030
+6% +$18.8K 0.21% 95
2015
Q3 		$277K Buy
32,510
+250
+0.8% +$2.21K 0.19% 104
2015
Q2 		$291K Sell
32,260
-33,170
-51% -$310K 0.19% 103
2015
Q1 		$548K Buy
65,430
+42,120
+181% +$384K 0.35% 86
2014
Q4 		$212K Sell
23,310
-40,110
-63% -$350K 0.14% 122
2014
Q3 		$539K Sell
63,420
-2,010
-3% -$17.1K 0.35% 84
2014
Q2 		$548K Buy
65,430
+6,490
+11% +$52.1K 0.35% 86
2014
Q1 		$473K Buy
+58,940
New +$462K 0.32% 93

Other funds holding RSPT

RMG Wealth Management
RMG Wealth Management Platteville, Wisconsin $967M AUM 11.65% 1-Year Est. Return
Rockport Wealth
Rockport Wealth Fairview Park, Ohio $571M AUM 17.22% 1-Year Est. Return
StoneX Group
StoneX Group New York $2.75B AUM 24.25% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Kingswood Wealth Advisors
Kingswood Wealth Advisors San Diego, California $2.6B AUM 27.46% 1-Year Est. Return
Patten & Patten
Patten & Patten Chattanooga, Tennessee $1.91B AUM 21.06% 1-Year Est. Return
Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return
Neville Rodie & Shaw
Neville Rodie & Shaw New York $1.48B AUM 34.49% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Aventus Investment Advisors
Aventus Investment Advisors Naples, Florida $137M AUM 14.14% 1-Year Est. Return

Strategic Advisors's RSPT Position: Q3 2026 in Review

Strategic Advisors held its Invesco S&P 500 Equal Weight Technology ETF (RSPT) position steady in Q3 2026 at 3,835 shares worth $253K. The position accounts for 0.05% of the portfolio, ranked #150.

Strategic Advisors first reported a position in RSPT in Q1 2014 and has held it in 17 quarters since. The position peaked at $548K in Q1 2015. 257 funds tracked by Wall St. Rank hold RSPT as of Q3 2026.

  • Strategic Advisors held 3,835 shares of Invesco S&P 500 Equal Weight Technology ETF worth $253K as of Q3 2026.
  • Strategic Advisors left its Invesco S&P 500 Equal Weight Technology ETF share count unchanged in Q3 2026.
  • Invesco S&P 500 Equal Weight Technology ETF made up 0.05% of Strategic Advisors's portfolio in Q3 2026, its #150 holding.
  • Strategic Advisors first reported a position in Invesco S&P 500 Equal Weight Technology ETF in Q1 2014 and has held it in 17 quarters since.
  • Strategic Advisors's Invesco S&P 500 Equal Weight Technology ETF position peaked at $548K in Q1 2015.
  • 257 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Technology ETF as of Q3 2026.

Based on Strategic Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.