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

AE 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 Q2	$233K	Sell	3,615 -890	-20%	-$51.1K	﹤0.01%	1630
2026 Q1	$204K	Sell	4,505 -13	-0.3%	-$607	﹤0.01%	1595
2025 Q4	$206K	Sell	4,518 -4,193	-48%	-$190K	﹤0.01%	1510
2025 Q3	$388K	Sell	8,711 -1,710	-16%	-$71.8K	﹤0.01%	1075
2025 Q2	$425K	Sell	10,421 -73	-0.7%	-$2.64K	﹤0.01%	983
2025 Q1	$359K	Buy	10,494 +1,765	+20%	+$66.1K	﹤0.01%	1021
2024 Q4	$327K	Buy	8,729 +387	+5%	+$14.8K	﹤0.01%	1064
2024 Q3	$314K	Sell	8,342 -368	-4%	-$13.4K	﹤0.01%	1009
2024 Q2	$319K	Buy	8,710 +366	+4%	+$12.7K	﹤0.01%	1010
2024 Q1	$294K	Sell	8,344 -23,206	-74%	-$782K	﹤0.01%	968
2023 Q4	$1.05M	Sell	31,550 -18,561	-37%	-$545K	0.01%	1137
2023 Q3	$1.41M	Buy	50,111 +26,721	+114%	+$780K	0.01%	966
2023 Q2	$688K	Sell	23,390 -23,970	-51%	-$655K	﹤0.01%	1243
2023 Q1	$1.31M	Sell	47,360 -6,910	-13%	-$182K	0.01%	943
2022 Q4	$1.32M	Buy	54,270 +4,020	+8%	+$98.3K	0.01%	882
2022 Q3	$1.14M	Sell	50,250 -320	-0.6%	-$8.18K	0.01%	895
2022 Q2	$1.2M	Sell	50,570 -298,840	-86%	-$7.73M	0.01%	834
2022 Q1	$10.1M	Sell	349,410 -296,230	-46%	-$8.59M	0.07%	281
2021 Q4	$20.9M	Sell	645,640 -322,800	-33%	-$10M	0.15%	146
2021 Q3	$27.9M	Buy	968,440 +6,260	+0.7%	+$186K	0.23%	96
2021 Q2	$27.9M	Buy	962,180 +40,130	+4%	+$1.12M	0.24%	100
2021 Q1	$24.9M	Sell	922,050 -55,920	-6%	-$1.46M	0.25%	95
2020 Q4	$24.8M	Buy	977,970 +554,930	+131%	+$12.9M	0.28%	85
2020 Q3	$8.91M	Buy	+423,040	New	+$8.81M	0.13%	157

Other funds holding RSPT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

BWFA

Baltimore-Washington Financial Advisors Columbia, Maryland $2.67B AUM 19.65% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

DIP

Davis Investment Partners Charlotte, North Carolina $328M AUM 36.73% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

AE Wealth Management's RSPT Position: Q2 2026 in Review

AE Wealth Management reduced its Invesco S&P 500 Equal Weight Technology ETF (RSPT) stake by 20% in Q2 2026, selling an estimated $51.1K and leaving 3,615 shares worth $233K. The position accounts for ﹤0.01% of the portfolio, ranked #1630.

AE Wealth Management first reported a position in RSPT in Q3 2020 and has held it in 24 quarters since. The position peaked at $27.9M in Q3 2021. 500 funds tracked by Wall St. Rank hold RSPT as of Q2 2026.

AE Wealth Management held 3,615 shares of Invesco S&P 500 Equal Weight Technology ETF worth $233K as of Q2 2026.
AE Wealth Management sold 890 Invesco S&P 500 Equal Weight Technology ETF shares in Q2 2026, an estimated $51.1K.
Invesco S&P 500 Equal Weight Technology ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #1630 holding.
AE Wealth Management first reported a position in Invesco S&P 500 Equal Weight Technology ETF in Q3 2020 and has held it in 24 quarters since.
AE Wealth Management's Invesco S&P 500 Equal Weight Technology ETF position peaked at $27.9M in Q3 2021.
500 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Technology ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.