Berger Financial Group
RSPT icon

Berger Financial Group’s Invesco S&P 500 Equal Weight Technology ETF RSPT Stock Holding History

Berger Financial Group’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 		$1.06M Sell
16,079
-151
-0.9% -$9.6K 0.05% 215
2026
Q2 		$1.05M Sell
16,230
-59
-0.4% -$3.38K 0.05% 208
2026
Q1 		$737K Sell
16,289
-68
-0.4% -$3.17K 0.04% 243
2025
Q4 		$744K Buy
16,357
+2
+0% +$91 0.04% 241
2025
Q3 		$729K Buy
16,355
+1
+0% +$42 0.04% 241
2025
Q2 		$667K Buy
16,354
+2
+0% +$72 0.04% 236
2025
Q1 		$559K Sell
16,352
-511
-3% -$19.1K 0.04% 248
2024
Q4 		$631K Hold
16,863
– – 0.04% 222
2024
Q3 		$636K Sell
16,863
-1,450
-8% -$52.8K 0.05% 204
2024
Q2 		$671K Hold
18,313
– – 0.05% 177
2024
Q1 		$644K Buy
+18,313
New +$617K 0.05% 182

Other funds holding RSPT

Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Baltimore-Washington Financial Advisors
Baltimore-Washington Financial Advisors Columbia, Maryland $2.78B AUM 15.19% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
RMG Wealth Management
RMG Wealth Management Platteville, Wisconsin $967M AUM 11.65% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Davis Investment Partners
Davis Investment Partners Charlotte, North Carolina $322M AUM 27.74% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Berger Financial Group's RSPT Position: Q3 2026 in Review

Berger Financial Group reduced its Invesco S&P 500 Equal Weight Technology ETF (RSPT) stake by 0.93% in Q3 2026, selling an estimated $9.6K and leaving 16,079 shares worth $1.06M. The position accounts for 0.05% of the portfolio, ranked #215.

Berger Financial Group first reported a position in RSPT in Q1 2024 and has held it in 11 quarters since. 443 funds tracked by Wall St. Rank hold RSPT as of Q3 2026.

  • Berger Financial Group held 16,079 shares of Invesco S&P 500 Equal Weight Technology ETF worth $1.06M as of Q3 2026.
  • Berger Financial Group sold 151 Invesco S&P 500 Equal Weight Technology ETF shares in Q3 2026, an estimated $9.6K.
  • Invesco S&P 500 Equal Weight Technology ETF made up 0.05% of Berger Financial Group's portfolio in Q3 2026, its #215 holding.
  • Berger Financial Group first reported a position in Invesco S&P 500 Equal Weight Technology ETF in Q1 2024 and has held it in 11 quarters since.
  • 443 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Technology ETF as of Q3 2026.

Based on Berger Financial Group's 13F filing for Q3 2026, filed 10 Nov 2026.