RSPT β€” INVSC SP 500 EQUAL WEIGHT TECH ETF

Ownership history in Comprehensive Financial Planning, Inc./PA  Β·  6 quarters on record

AI Ownership Summary

Comprehensive Financial Planning, Inc./PA reported INVSC SP 500 EQUAL WEIGHT TECH ETF (RSPT) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 0.05% in 2024 Q4. The latest visible filing shows RSPT at 0.04% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this RSPT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Comprehensive Financial Planning, Inc./PA's position in INVSC SP 500 EQUAL WEIGHT TECH ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

RSPT was reported at 0.04% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.05% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Comprehensive Financial Planning, Inc./PA held RSPT β€” position size vs. price
% of Fund (quarterly)    RSPT price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 6 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 1,354 +2 +0.1% 0.04% $61K 2026-04-07 $46.82
2025 Q4 UNCHANGED 1,352 β€” 0% 0.04% $62K 2026-02-11 $47.44
2025 Q3 ADDED 1,352 +2 +0.1% 0.04% $60K 2025-11-12 $45.75
2025 Q2 ADDED 1,350 +2 +0.1% 0.04% $55K 2025-08-08 $40.76
2025 Q1 REDUCED 1,348 -346 -20.4% 0.04% $46K 2025-05-09 $35.79
2024 Q4 INITIATED 1,694 β€” β€” 0.05% $63K 2025-01-29 $38.09

FAQ About Comprehensive Financial Planning, Inc./PA and RSPT

These are the practical questions this page is built to answer before you even open the full history table.

How long has Comprehensive Financial Planning, Inc./PA reported owning RSPT?

Comprehensive Financial Planning, Inc./PA reported RSPT across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported RSPT position in Comprehensive Financial Planning, Inc./PA's portfolio?

The largest reported portfolio weight for RSPT was 0.05% in 2024 Q4.

What is the latest reported RSPT position on this page?

The most recent filing on this page is 2026 Q1, when Comprehensive Financial Planning, Inc./PA reported 1,354 shares, equal to 0.04% of portfolio, with an estimated market value of $61K.

What does the chart on this RSPT ownership page compare?

The chart compares Comprehensive Financial Planning, Inc./PA's quarterly RSPT portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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