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

Activest 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
2026 Q3	$10.2M	Buy	155,172 +11,220	+8%	+$710K	1.89%	12
2026 Q2	$9.28M	Sell	143,952 -5,853	-4%	-$336K	1.79%	14
2026 Q1	$6.78M	Buy	149,805 +106,465	+246%	+$4.97M	1.19%	15
2025 Q4	$1.97M	Buy	43,340 +5,455	+14%	+$248K	0.37%	30
2025 Q3	$1.69M	Sell	37,885 -4,526	-11%	-$190K	0.34%	37
2025 Q2	$1.73M	Sell	42,411 -490,622	-92%	-$17.8M	0.42%	30
2025 Q1	$18.2M	Buy	533,033 +66,263	+14%	+$2.48M	4.89%	5
2024 Q4	$17.5M	Buy	466,770 +69,452	+17%	+$2.65M	4.88%	6
2024 Q3	$15M	Sell	397,318 -12,680	-3%	-$462K	4.63%	6
2024 Q2	$15M	Buy	409,998 +3,946	+1%	+$137K	4.95%	6
2024 Q1	$14.3M	Buy	406,052 +30,773	+8%	+$1.04M	6.88%	4
2023 Q4	$12.2M	Buy	375,279 +7,507	+2%	+$221K	6.76%	4
2023 Q3	$10.4M	Buy	+367,772	New	+$10.7M	6.37%	5
2023 Q2	–	Sell	-337,710	Closed	-$9.19M	–	391
2023 Q1	$9.19M	Buy	337,710 +224,410	+198%	+$5.92M	5.89%	6
2022 Q4	$2.77M	Buy	113,300 +21,480	+23%	+$525K	0.82%	14
2022 Q3	$2.1M	Buy	91,820 +90,140	+5,365%	+$2.3M	0.68%	17
2022 Q2	$40K	Hold	1,680	–	–	0.03%	104
2022 Q1	$49K	Buy	1,680 +900	+115%	+$26.1K	0.03%	100
2021 Q4	$25K	Buy	+780	New	+$24.2K	0.02%	146
2021 Q3	–	Sell	-350	Closed	-$10K	–	407
2021 Q2	$10K	Buy	+350	New	+$9.8K	0.01%	200

Other funds holding RSPT

Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return

Neville Rodie & Shaw New York $1.48B AUM 34.49% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

AIA

Aventus Investment Advisors Naples, Florida $137M AUM 14.14% 1-Year Est. Return

YWM

Yoder Wealth Management Walnut Creek, California $265M AUM 16.95% 1-Year Est. Return

Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

SCA

Sage Capital Advisors Sioux Falls, South Dakota $498M AUM 28.29% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return

WAM

Walker Asset Management Verona, Missouri $197M AUM 22.74% 1-Year Est. Return

Activest Wealth Management's RSPT Position: Q3 2026 in Review

Activest Wealth Management increased its Invesco S&P 500 Equal Weight Technology ETF (RSPT) stake by 7.8% in Q3 2026, buying an estimated $710K and bringing the position to 155,172 shares worth $10.2M. The position accounts for 1.89% of the portfolio, ranked #12.

Activest Wealth Management first reported a position in RSPT in Q2 2021 and has held it in 20 quarters since. The position peaked at $18.2M in Q1 2025. 95 funds tracked by Wall St. Rank hold RSPT as of Q3 2026.

Activest Wealth Management held 155,172 shares of Invesco S&P 500 Equal Weight Technology ETF worth $10.2M as of Q3 2026.
Activest Wealth Management bought 11,220 Invesco S&P 500 Equal Weight Technology ETF shares in Q3 2026, an estimated $710K.
Invesco S&P 500 Equal Weight Technology ETF made up 1.89% of Activest Wealth Management's portfolio in Q3 2026, its #12 holding.
Activest Wealth Management first reported a position in Invesco S&P 500 Equal Weight Technology ETF in Q2 2021 and has held it in 20 quarters since.
Activest Wealth Management's Invesco S&P 500 Equal Weight Technology ETF position peaked at $18.2M in Q1 2025.
95 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Technology ETF as of Q3 2026.

Based on Activest Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.