Tortoise Investment Management’s Invesco S&P 500 Equal Weight Technology ETF RSPT Stock Holding History

Tortoise Investment Management’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
2025 Q4	–	Sell	-519	Closed	-$23.1K	–	1202
2025 Q3	$23.1K	Sell	519 -1	-0.2%	-$42	﹤0.01%	494
2025 Q2	$21.2K	Hold	520	–	–	﹤0.01%	502
2025 Q1	$17.8K	Hold	520	–	–	﹤0.01%	524
2024 Q4	$19.5K	Hold	520	–	–	﹤0.01%	548
2024 Q3	$19.6K	Hold	520	–	–	﹤0.01%	557
2024 Q2	$19.1K	Hold	520	–	–	﹤0.01%	536
2024 Q1	$18.3K	Hold	520	–	–	﹤0.01%	525
2023 Q4	$17K	Hold	520	–	–	﹤0.01%	495
2023 Q3	$14.6K	Hold	520	–	–	﹤0.01%	503
2023 Q2	$15.3K	Hold	520	–	–	﹤0.01%	506
2023 Q1	$14.4K	Hold	520	–	–	﹤0.01%	502
2022 Q4	$12.6K	Hold	520	–	–	﹤0.01%	514
2022 Q3	$12K	Hold	520	–	–	﹤0.01%	504
2022 Q2	$12K	Hold	520	–	–	﹤0.01%	498
2022 Q1	$15K	Hold	520	–	–	﹤0.01%	464
2021 Q4	$17K	Hold	520	–	–	﹤0.01%	423
2021 Q3	$15K	Hold	520	–	–	﹤0.01%	423
2021 Q2	$15K	Hold	520	–	–	﹤0.01%	420
2021 Q1	$14K	Hold	520	–	–	﹤0.01%	401
2020 Q4	$13K	Hold	520	–	–	﹤0.01%	383
2020 Q3	$11K	Hold	520	–	–	﹤0.01%	374
2020 Q2	$10K	Hold	520	–	–	﹤0.01%	375
2020 Q1	$8K	Hold	520	–	–	﹤0.01%	396
2019 Q4	$10K	Hold	520	–	–	﹤0.01%	413
2019 Q3	$9K	Hold	520	–	–	﹤0.01%	417
2019 Q2	$9K	Hold	520	–	–	﹤0.01%	443
2019 Q1	$9K	Hold	520	–	–	﹤0.01%	427
2018 Q4	$7K	Hold	520	–	–	﹤0.01%	426
2018 Q3	$9K	Hold	520	–	–	﹤0.01%	412
2018 Q2	$8K	Hold	520	–	–	﹤0.01%	428
2018 Q1	$8K	Hold	520	–	–	﹤0.01%	410
2017 Q4	$7K	Hold	520	–	–	﹤0.01%	426
2017 Q3	$7K	Hold	520	–	–	﹤0.01%	393
2017 Q2	$6K	Hold	520	–	–	﹤0.01%	394
2017 Q1	$6K	Hold	520	–	–	﹤0.01%	378
2016 Q4	$6K	Hold	520	–	–	﹤0.01%	386
2016 Q3	$5K	Hold	520	–	–	﹤0.01%	375
2016 Q2	$5K	Hold	520	–	–	﹤0.01%	395
2016 Q1	$5K	Buy	+520	New	+$4.52K	﹤0.01%	332

Other funds holding RSPT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

DIP

Davis Investment Partners Charlotte, North Carolina $328M AUM 36.73% 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

Tortoise Investment Management's RSPT Position: Q4 2025 in Review

Tortoise Investment Management sold out of Invesco S&P 500 Equal Weight Technology ETF (RSPT) in Q4 2025, closing a stake of 519 shares — an estimated $23.1K sold.

Tortoise Investment Management first reported a position in RSPT in Q1 2016 and held it in 39 quarters. The position peaked at $23.1K in Q3 2025. 392 funds tracked by Wall St. Rank hold RSPT as of Q4 2025.

Tortoise Investment Management reported no remaining Invesco S&P 500 Equal Weight Technology ETF position as of Q4 2025 after selling out during the quarter.
Tortoise Investment Management sold 519 Invesco S&P 500 Equal Weight Technology ETF shares in Q4 2025, an estimated $23.1K.
Tortoise Investment Management first reported a position in Invesco S&P 500 Equal Weight Technology ETF in Q1 2016 and held it in 39 quarters.
Tortoise Investment Management's Invesco S&P 500 Equal Weight Technology ETF position peaked at $23.1K in Q3 2025.
392 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Technology ETF as of Q4 2025.

Based on Tortoise Investment Management's 13F filing for Q4 2025, filed 6 Feb 2026.