Axxcess Wealth Management
RSPT icon

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

Axxcess 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 		$1.22M Buy
18,517
+3,439
+23% +$218K 0.05% 331
2026
Q2 		$973K Buy
+15,078
New +$865K 0.02% 540
2026
Q1 		– Sell
-15,065
Closed -$686K – 873
2025
Q4 		$686K Buy
15,065
+13
+0.1% +$590 0.01% 603
2025
Q3 		$671K Buy
15,052
+14
+0.1% +$588 0.01% 548
2025
Q2 		$613K Buy
15,038
+19
+0.1% +$688 0.01% 539
2025
Q1 		$514K Buy
15,019
+19
+0.1% +$712 0.01% 545
2024
Q4 		$561K Hold
15,000
– – 0.01% 523
2024
Q3 		$566K Hold
15,000
– – 0.01% 521
2024
Q2 		$550K Hold
15,000
– – 0.01% 505
2024
Q1 		$528K Buy
+15,000
New +$506K 0.01% 520
2023
Q2 		– Sell
-11,170
Closed -$308K – 672
2023
Q1 		$308K Buy
11,170
+70
+0.6% +$1.85K 0.02% 471
2022
Q4 		$270K Buy
11,100
+10
+0.1% +$244 0.02% 473
2022
Q3 		$251K Sell
11,090
-4,130
-27% -$106K 0.02% 445
2022
Q2 		$360K Buy
+15,220
New +$394K 0.03% 365

Other funds holding RSPT

RMG Wealth Management
RMG Wealth Management Platteville, Wisconsin $967M AUM 11.65% 1-Year Est. Return
Kingswood Wealth Advisors
Kingswood Wealth Advisors San Diego, California $2.6B AUM 27.46% 1-Year Est. Return
Patten & Patten
Patten & Patten Chattanooga, Tennessee $1.91B AUM 21.06% 1-Year Est. Return
Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return
Neville Rodie & Shaw
Neville Rodie & Shaw New York $1.48B AUM 34.49% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Aventus Investment Advisors
Aventus Investment Advisors Naples, Florida $137M AUM 14.14% 1-Year Est. Return
Yoder Wealth Management
Yoder Wealth Management Walnut Creek, California $265M AUM 16.95% 1-Year Est. Return
Activest Wealth Management
Activest Wealth Management Aventure, Florida $540M AUM 34.92% 1-Year Est. Return
HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

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

Axxcess Wealth Management increased its Invesco S&P 500 Equal Weight Technology ETF (RSPT) stake by 23% in Q3 2026, buying an estimated $218K and bringing the position to 18,517 shares worth $1.22M. The position accounts for 0.05% of the portfolio, ranked #331.

Axxcess Wealth Management first reported a position in RSPT in Q2 2022 and has held it in 14 quarters since. 196 funds tracked by Wall St. Rank hold RSPT as of Q3 2026.

  • Axxcess Wealth Management held 18,517 shares of Invesco S&P 500 Equal Weight Technology ETF worth $1.22M as of Q3 2026.
  • Axxcess Wealth Management bought 3,439 Invesco S&P 500 Equal Weight Technology ETF shares in Q3 2026, an estimated $218K.
  • Invesco S&P 500 Equal Weight Technology ETF made up 0.05% of Axxcess Wealth Management's portfolio in Q3 2026, its #331 holding.
  • Axxcess Wealth Management first reported a position in Invesco S&P 500 Equal Weight Technology ETF in Q2 2022 and has held it in 14 quarters since.
  • 196 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Technology ETF as of Q3 2026.

Based on Axxcess Wealth Management's 13F filing for Q3 2026, filed 21 Oct 2026.