4A
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4Wealth Advisors’s Invesco S&P 500 Equal Weight Technology ETF RSPT Stock Holding History

4Wealth 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
2025
Q2 		– Sell
-7,888
Closed -$270K – 137
2025
Q1 		$270K Sell
7,888
-131
-2% -$4.91K 0.29% 109
2024
Q4 		$300K Buy
+8,019
New +$306K 0.3% 114

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
DIP
Davis Investment Partners Charlotte, North Carolina $283M AUM 24.98% 1-Year Est. Return
RWM
RMG Wealth Management Platteville, Wisconsin $866M AUM 11.95% 1-Year Est. Return

4Wealth Advisors's RSPT Position: Q2 2025 in Review

4Wealth Advisors sold out of Invesco S&P 500 Equal Weight Technology ETF (RSPT) in Q2 2025, closing a stake of 7,888 shares — an estimated $270K sold.

4Wealth Advisors first reported a position in RSPT in Q4 2024 and held it in 2 quarters. The position peaked at $300K in Q4 2024. 368 funds tracked by Wall St. Rank hold RSPT as of Q2 2025.

  • 4Wealth Advisors reported no remaining Invesco S&P 500 Equal Weight Technology ETF position as of Q2 2025 after selling out during the quarter.
  • 4Wealth Advisors sold 7,888 Invesco S&P 500 Equal Weight Technology ETF shares in Q2 2025, an estimated $270K.
  • 4Wealth Advisors first reported a position in Invesco S&P 500 Equal Weight Technology ETF in Q4 2024 and held it in 2 quarters.
  • 4Wealth Advisors's Invesco S&P 500 Equal Weight Technology ETF position peaked at $300K in Q4 2024.
  • 368 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Technology ETF as of Q2 2025.

Based on 4Wealth Advisors's 13F filing for Q2 2025, filed 4 Aug 2025.