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

Summit Place 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	$1M	Sell	15,570 -355	-2%	-$20.4K	0.44%	68
2026 Q1	$721K	Sell	15,925 -900	-5%	-$42K	0.35%	70
2025 Q4	$766K	Sell	16,825 -110	-0.6%	-$4.99K	0.37%	65
2025 Q3	$755K	Sell	16,935 -25	-0.1%	-$1.05K	0.36%	69
2025 Q2	$692K	Hold	16,960	–	–	0.35%	66
2025 Q1	$580K	Sell	16,960 -600	-3%	-$22.5K	0.33%	68
2024 Q4	$657K	Sell	17,560 -390	-2%	-$14.9K	0.37%	64
2024 Q3	$677K	Sell	17,950 -1,700	-9%	-$62K	0.38%	63
2024 Q2	$720K	Sell	19,650 -810	-4%	-$28.2K	0.43%	61
2024 Q1	$720K	Sell	20,460 -2,250	-10%	-$75.9K	0.42%	62
2023 Q4	$741K	Sell	22,710 -3,600	-14%	-$106K	0.48%	59
2023 Q3	$741K	Sell	26,310 -2,300	-8%	-$67.2K	0.53%	60
2023 Q2	$841K	Sell	28,610 -750	-3%	-$20.5K	0.55%	59
2023 Q1	$810K	Buy	29,360 +3,450	+13%	+$91K	0.58%	56
2022 Q4	$630K	Sell	25,910 -8,800	-25%	-$215K	0.52%	60
2022 Q3	$786K	Sell	34,710 -500	-1%	-$12.8K	0.73%	51
2022 Q2	$832K	Sell	35,210 -3,560	-9%	-$92.1K	0.7%	56
2022 Q1	$1.12M	Sell	38,770 -200	-0.5%	-$5.8K	0.75%	55
2021 Q4	$1.26M	Sell	38,970 -2,550	-6%	-$79K	0.87%	44
2021 Q3	$1.2M	Sell	41,520 -9,100	-18%	-$270K	0.87%	45
2021 Q2	$1.47M	Sell	50,620 -900	-2%	-$25.1K	1.08%	44
2021 Q1	$1.39M	Sell	51,520 -28,500	-36%	-$746K	1.12%	43
2020 Q4	$2.03M	Sell	80,020 -17,650	-18%	-$410K	1.76%	24
2020 Q3	$2.06M	Sell	97,670 -2,850	-3%	-$59.3K	2.06%	8
2020 Q2	$2M	Buy	+100,520	New	+$1.86M	3.17%	6

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

Summit Place Financial Advisors's RSPT Position: Q2 2026 in Review

Summit Place Financial Advisors reduced its Invesco S&P 500 Equal Weight Technology ETF (RSPT) stake by 2.2% in Q2 2026, selling an estimated $20.4K and leaving 15,570 shares worth $1M. The position accounts for 0.44% of the portfolio, ranked #68.

Summit Place Financial Advisors first reported a position in RSPT in Q2 2020 and has held it in 25 quarters since. The position peaked at $2.06M in Q3 2020. 501 funds tracked by Wall St. Rank hold RSPT as of Q2 2026.

Summit Place Financial Advisors held 15,570 shares of Invesco S&P 500 Equal Weight Technology ETF worth $1M as of Q2 2026.
Summit Place Financial Advisors sold 355 Invesco S&P 500 Equal Weight Technology ETF shares in Q2 2026, an estimated $20.4K.
Invesco S&P 500 Equal Weight Technology ETF made up 0.44% of Summit Place Financial Advisors's portfolio in Q2 2026, its #68 holding.
Summit Place Financial Advisors first reported a position in Invesco S&P 500 Equal Weight Technology ETF in Q2 2020 and has held it in 25 quarters since.
Summit Place Financial Advisors's Invesco S&P 500 Equal Weight Technology ETF position peaked at $2.06M in Q3 2020.
501 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Technology ETF as of Q2 2026.

Based on Summit Place Financial Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.