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 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B 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 Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

DIP

Davis Investment Partners Charlotte, North Carolina $283M AUM 24.98% 1-Year Est. Return

Berger Financial Group's RSPT Position: Q1 2026 in Review

Berger Financial Group reduced its Invesco S&P 500 Equal Weight Technology ETF (RSPT) stake by 0.42% in Q1 2026, selling an estimated $3.17K and leaving 16,289 shares worth $737K. The position accounts for 0.04% of the portfolio, ranked #243.

Berger Financial Group first reported a position in RSPT in Q1 2024 and has held it in 9 quarters since. The position peaked at $744K in Q4 2025. 411 funds tracked by Wall St. Rank hold RSPT as of Q1 2026.

Berger Financial Group held 16,289 shares of Invesco S&P 500 Equal Weight Technology ETF worth $737K as of Q1 2026.
Berger Financial Group sold 68 Invesco S&P 500 Equal Weight Technology ETF shares in Q1 2026, an estimated $3.17K.
Invesco S&P 500 Equal Weight Technology ETF made up 0.04% of Berger Financial Group's portfolio in Q1 2026, its #243 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 9 quarters since.
Berger Financial Group's Invesco S&P 500 Equal Weight Technology ETF position peaked at $744K in Q4 2025.
411 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Technology ETF as of Q1 2026.

Based on Berger Financial Group's 13F filing for Q1 2026, filed 28 Apr 2026.