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 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

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

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

Axxcess Wealth Management opened a new position in Invesco S&P 500 Equal Weight Technology ETF (RSPT) in Q2 2026: 15,078 shares worth $973K. The stake represents 0.02% of the portfolio and ranks #540 among its holdings. This is a return to the name: Axxcess Wealth Management previously reported a position in RSPT as recently as Q4 2025.

Axxcess Wealth Management first reported a position in RSPT in Q2 2022 and has held it in 13 quarters since. 501 funds tracked by Wall St. Rank hold RSPT as of Q2 2026.

Axxcess Wealth Management held 15,078 shares of Invesco S&P 500 Equal Weight Technology ETF worth $973K as of Q2 2026.
Invesco S&P 500 Equal Weight Technology ETF was a new Axxcess Wealth Management position in Q2 2026.
Invesco S&P 500 Equal Weight Technology ETF made up 0.02% of Axxcess Wealth Management's portfolio in Q2 2026, its #540 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 13 quarters since.
501 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Technology ETF as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.