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BFSG LLC’s Invesco S&P 500 Equal Weight Technology ETF RSPT Stock Holding History

BFSG LLC’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 		$3.43M Buy
75,784
+6,058
+9% +$283K 0.32% 99
2025
Q4 		$3.17M Buy
69,726
+2,926
+4% +$133K 0.31% 104
2025
Q3 		$2.98M Buy
66,800
+7,922
+13% +$333K 0.29% 110
2025
Q2 		$2.4M Buy
58,878
+10,787
+22% +$391K 0.27% 114
2025
Q1 		$1.64M Buy
+48,091
New +$1.8M 0.2% 121

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 $530B AUM 22.01% 1-Year Est. Return
LPL Financial
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
UBS Group Zurich, Switzerland $666B 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 $570B AUM 27.57% 1-Year Est. Return
DIP
Davis Investment Partners Charlotte, North Carolina $283M AUM 24.98% 1-Year Est. Return

BFSG LLC's RSPT Position: Q1 2026 in Review

BFSG LLC increased its Invesco S&P 500 Equal Weight Technology ETF (RSPT) stake by 8.7% in Q1 2026, buying an estimated $283K and bringing the position to 75,784 shares worth $3.43M. The position accounts for 0.32% of the portfolio, ranked #99.

BFSG LLC first reported a position in RSPT in Q1 2025 and has held it in 5 quarters since. 410 funds tracked by Wall St. Rank hold RSPT as of Q1 2026.

  • BFSG LLC held 75,784 shares of Invesco S&P 500 Equal Weight Technology ETF worth $3.43M as of Q1 2026.
  • BFSG LLC bought 6,058 Invesco S&P 500 Equal Weight Technology ETF shares in Q1 2026, an estimated $283K.
  • Invesco S&P 500 Equal Weight Technology ETF made up 0.32% of BFSG LLC's portfolio in Q1 2026, its #99 holding.
  • BFSG LLC first reported a position in Invesco S&P 500 Equal Weight Technology ETF in Q1 2025 and has held it in 5 quarters since.
  • 410 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Technology ETF as of Q1 2026.

Based on BFSG LLC's 13F filing for Q1 2026, filed 29 Apr 2026.