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

Transcend Capital 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
Q1 		$264K Buy
5,822
+421
+8% +$19.6K 0.02% 591
2025
Q4 		$246K Buy
5,401
+697
+15% +$31.6K 0.02% 593
2025
Q3 		$210K Buy
+4,704
New +$197K 0.01% 647
2024
Q3 		– Sell
-78,136
Closed -$2.86M – 642
2024
Q2 		$2.86M Buy
78,136
+109
+0.1% +$3.79K 0.21% 119
2024
Q1 		$2.75M Sell
78,027
-1,456
-2% -$49.1K 0.22% 103
2023
Q4 		$2.59M Sell
79,483
-9,157
-10% -$269K 0.23% 102
2023
Q3 		$2.5M Buy
88,640
+15,790
+22% +$461K 0.24% 97
2023
Q2 		$2.14M Buy
+72,850
New +$1.99M 0.2% 116

Other funds holding RSPT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RWM
RMG Wealth Management Platteville, Wisconsin $866M AUM 11.95% 1-Year Est. Return
BWFA
Baltimore-Washington Financial Advisors Columbia, Maryland $2.32B AUM 16.8% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
DIP
Davis Investment Partners Charlotte, North Carolina $283M AUM 24.98% 1-Year Est. Return