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

Apollon 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
Q1 		$670K Buy
14,811
+768
+5% +$35.8K 0.01% 745
2025
Q4 		$639K Sell
14,043
-433
-3% -$19.6K 0.01% 740
2025
Q3 		$645K Sell
14,476
-74
-0.5% -$3.11K 0.01% 735
2025
Q2 		$593K Sell
14,550
-453
-3% -$16.4K 0.01% 735
2025
Q1 		$513K Sell
15,003
-11,042
-42% -$414K 0.01% 734
2024
Q4 		$975K Sell
26,045
-11,448
-31% -$437K 0.02% 524
2024
Q3 		$1.41M Hold
37,493
– – 0.04% 387
2024
Q2 		$1.37M Hold
37,493
– – 0.04% 374
2024
Q1 		$1.32M Hold
37,493
– – 0.04% 388
2023
Q4 		$1.22M Sell
37,493
-14,414
-28% -$423K 0.04% 387
2023
Q3 		$1.46M Buy
+51,907
New +$1.52M 0.07% 265

Other funds holding RSPT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
RWM
RMG Wealth Management Platteville, Wisconsin $866M AUM 11.95% 1-Year Est. Return
BWFA
Baltimore-Washington Financial Advisors Columbia, Maryland $2.32B AUM 16.8% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
DIP
Davis Investment Partners Charlotte, North Carolina $283M AUM 24.98% 1-Year Est. Return