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

Atria Wealth Solutions’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	$361K	Sell	8,844 -88,318	-91%	-$3.2M	0.01%	1071
2025 Q1	$3.32M	Sell	97,162 -18,926	-16%	-$709K	0.04%	459
2024 Q4	$4.34M	Sell	116,088 -7,962	-6%	-$304K	0.05%	395
2024 Q3	$4.68M	Sell	124,050 -15,457	-11%	-$563K	0.05%	368
2024 Q2	$5.11M	Sell	139,507 -2,607	-2%	-$90.6K	0.06%	337
2024 Q1	$5M	Buy	142,114 +31,359	+28%	+$1.06M	0.06%	341
2023 Q4	$3.62M	Buy	+110,755	New	+$3.25M	0.05%	401
2023 Q3	–	Sell	-21,220	Closed	-$624K	–	1966
2023 Q2	$624K	Buy	21,220 +9,430	+80%	+$258K	0.01%	1050
2023 Q1	$325K	Buy	11,790 +750	+7%	+$19.8K	﹤0.01%	1367
2022 Q4	$268K	Sell	11,040 -1,710	-13%	-$41.8K	﹤0.01%	1426
2022 Q3	$289K	Buy	12,750 +60	+0.5%	+$1.53K	0.01%	1322
2022 Q2	$300K	Sell	12,690 -4,800	-27%	-$124K	0.01%	1214
2022 Q1	$506K	Buy	+17,490	New	+$507K	0.01%	1064

Other funds holding RSPT

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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

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

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

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

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

DIP

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

RWM

RMG Wealth Management Platteville, Wisconsin $969M AUM 18.56% 1-Year Est. Return

Atria Wealth Solutions's RSPT Position: Q2 2025 in Review

Atria Wealth Solutions reduced its Invesco S&P 500 Equal Weight Technology ETF (RSPT) stake by 91% in Q2 2025, selling an estimated $3.2M and leaving 8,844 shares worth $361K. The position accounts for 0.01% of the portfolio, ranked #1071.

Atria Wealth Solutions first reported a position in RSPT in Q1 2022 and has held it in 13 quarters since. The position peaked at $5.11M in Q2 2024. 368 funds tracked by Wall St. Rank hold RSPT as of Q2 2025.

Atria Wealth Solutions held 8,844 shares of Invesco S&P 500 Equal Weight Technology ETF worth $361K as of Q2 2025.
Atria Wealth Solutions sold 88,318 Invesco S&P 500 Equal Weight Technology ETF shares in Q2 2025, an estimated $3.2M.
Invesco S&P 500 Equal Weight Technology ETF made up 0.01% of Atria Wealth Solutions's portfolio in Q2 2025, its #1071 holding.
Atria Wealth Solutions first reported a position in Invesco S&P 500 Equal Weight Technology ETF in Q1 2022 and has held it in 13 quarters since.
Atria Wealth Solutions's Invesco S&P 500 Equal Weight Technology ETF position peaked at $5.11M in Q2 2024.
368 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Technology ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.