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

Westside 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
Q3 		– Sell
-180
Closed -$7.34K – 1418
2025
Q2 		$7.34K Hold
180
– – ﹤0.01% 1060
2025
Q1 		$6.16K Hold
180
– – ﹤0.01% 750
2024
Q4 		$6.74K Hold
180
– – ﹤0.01% 739
2024
Q3 		$6.79K Hold
180
– – ﹤0.01% 735
2024
Q2 		$6.6K Hold
180
– – ﹤0.01% 721
2024
Q1 		$6.33K Hold
180
– – ﹤0.01% 698
2023
Q4 		$5.88K Hold
180
– – ﹤0.01% 676
2023
Q3 		$5.07K Hold
180
– – ﹤0.01% 689
2023
Q2 		$5.29K Hold
180
– – ﹤0.01% 690
2023
Q1 		$4.97K Buy
+180
New +$4.75K ﹤0.01% 697

Other funds holding RSPT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BWFA
Baltimore-Washington Financial Advisors Columbia, Maryland $2.32B AUM 16.8% 1-Year Est. Return
RWM
RMG Wealth Management Platteville, Wisconsin $866M AUM 11.95% 1-Year Est. Return
DIP
Davis Investment Partners Charlotte, North Carolina $283M AUM 24.98% 1-Year Est. Return