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Accredited Wealth Management’s Invesco S&P 500 Equal Weight Technology ETF RSPT Stock Holding History

Accredited Wealth 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 		$15.2K Sell
257
-83
-24% -$3.48K 0.01% 223
2025
Q2 		$13.9K Hold
340
– – 0.01% 224
2025
Q1 		$11.6K Hold
340
– – 0.01% 226
2024
Q4 		$12.7K Buy
+340
New +$13K 0.01% 232

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

Accredited Wealth Management's RSPT Position: Q3 2025 in Review

Accredited Wealth Management reduced its Invesco S&P 500 Equal Weight Technology ETF (RSPT) stake by 24% in Q3 2025, selling an estimated $3.48K and leaving 257 shares worth $15.2K. The position accounts for 0.01% of the portfolio, ranked #223.

Accredited Wealth Management first reported a position in RSPT in Q4 2024 and has held it in 4 quarters since. 365 funds tracked by Wall St. Rank hold RSPT as of Q3 2025.

  • Accredited Wealth Management held 257 shares of Invesco S&P 500 Equal Weight Technology ETF worth $15.2K as of Q3 2025.
  • Accredited Wealth Management sold 83 Invesco S&P 500 Equal Weight Technology ETF shares in Q3 2025, an estimated $3.48K.
  • Invesco S&P 500 Equal Weight Technology ETF made up 0.01% of Accredited Wealth Management's portfolio in Q3 2025, its #223 holding.
  • Accredited Wealth Management first reported a position in Invesco S&P 500 Equal Weight Technology ETF in Q4 2024 and has held it in 4 quarters since.
  • 365 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Technology ETF as of Q3 2025.

Based on Accredited Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.