Vestmark Advisory Solutions’s Invesco S&P 500 Equal Weight Technology ETF RSPT Stock Holding History

Vestmark Advisory Solutions’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	$6.25M	Buy	+138,198	New	+$6.45M	0.07%	290
2023 Q3	–	Sell	-26,090	Closed	-$767K	–	782
2023 Q2	$767K	Buy	+26,090	New	+$713K	0.03%	510
2022 Q1	–	Sell	-7,250	Closed	-$235K	–	894
2021 Q4	$235K	Hold	7,250	–	–	0.01%	784
2021 Q3	$209K	Buy	+7,250	New	+$215K	0.01%	782

Other funds holding RSPT

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

RMG Wealth Management Platteville, Wisconsin $866M AUM 11.95% 1-Year Est. Return

Baltimore-Washington Financial Advisors Columbia, Maryland $2.32B AUM 16.8% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B 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 $528B AUM 27.57% 1-Year Est. Return

Davis Investment Partners Charlotte, North Carolina $283M AUM 24.98% 1-Year Est. Return