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

World Investment 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 		$606K Buy
13,389
+2,270
+20% +$106K 0.01% 902
2025
Q4 		$506K Buy
11,119
+4,407
+66% +$200K 0.01% 924
2025
Q3 		$299K Hold
6,712
– – 0.01% 981
2025
Q2 		$274K Sell
6,712
-58
-0.9% -$2.1K 0.01% 953
2025
Q1 		$232K Hold
6,770
– – 0.01% 961
2024
Q4 		$253K Hold
6,770
– – 0.01% 880
2024
Q3 		$255K Hold
6,770
– – 0.01% 789
2024
Q2 		$248K Hold
6,770
– – 0.02% 540
2024
Q1 		$238K Buy
+6,770
New +$228K 0.03% 347

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 $501B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B 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 $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
DIP
Davis Investment Partners Charlotte, North Carolina $283M AUM 24.98% 1-Year Est. Return