AWM
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
Q1 		– Sell
-15,065
Closed -$686K – 883
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
– – 0.02% 505
2024
Q1 		$528K Buy
+15,000
New +$506K 0.02% 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 0.03% 445
2022
Q2 		$360K Buy
+15,220
New +$394K 0.04% 365

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