BigSur Wealth Management’s Invesco S&P 500 Equal Weight Technology ETF RSPT Stock Holding History

BigSur 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 Q3	$1.98M	Sell	30,000 -2,300	-7%	-$146K	0.47%	59
2026 Q2	$2.08M	Buy	32,300 +9,800	+44%	+$562K	0.5%	54
2026 Q1	$1.02M	Hold	22,500	–	–	0.29%	87
2025 Q4	$1.02M	Hold	22,500	–	–	0.25%	83
2025 Q3	$1M	Hold	22,500	–	–	0.25%	81
2025 Q2	$918K	Sell	22,500 -7,000	-24%	-$253K	0.23%	85
2025 Q1	$1.01M	Hold	29,500	–	–	0.27%	87
2024 Q4	$1.1M	Sell	29,500 -500	-2%	-$19.1K	0.32%	82
2024 Q3	$1.13M	Buy	30,000 +5,000	+20%	+$182K	0.31%	80
2024 Q2	$917K	Hold	25,000	–	–	0.28%	83
2024 Q1	$880K	Hold	25,000	–	–	0.28%	87
2023 Q4	$816K	Hold	25,000	–	–	0.39%	65
2023 Q3	$704K	Hold	25,000	–	–	0.35%	69
2023 Q2	$735K	Hold	25,000	–	–	0.35%	69
2023 Q1	$690K	Hold	25,000	–	–	0.32%	72
2022 Q4	$607K	Hold	25,000	–	–	0.29%	77
2022 Q3	$566K	Hold	25,000	–	–	0.29%	74
2022 Q2	$591K	Hold	25,000	–	–	0.28%	76
2022 Q1	$723K	Hold	25,000	–	–	0.28%	75
2021 Q4	$810K	Hold	25,000	–	–	0.32%	72
2021 Q3	$721K	Hold	25,000	–	–	0.32%	71
2021 Q2	$725K	Hold	25,000	–	–	0.33%	72
2021 Q1	$675K	Hold	25,000	–	–	0.35%	67
2020 Q4	$634K	Hold	25,000	–	–	0.36%	65
2020 Q3	$527K	Hold	25,000	–	–	0.34%	62
2020 Q2	$498K	Hold	25,000	–	–	0.36%	60
2020 Q1	$399K	Buy	+25,000	New	+$473K	0.3%	68

Other funds holding RSPT

NRS

Neville Rodie & Shaw New York $1.48B AUM 34.49% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

AIA

Aventus Investment Advisors Naples, Florida $137M AUM 14.14% 1-Year Est. Return

YWM

Yoder Wealth Management Walnut Creek, California $265M AUM 16.95% 1-Year Est. Return

LPT

Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

SCA

Sage Capital Advisors Sioux Falls, South Dakota $498M AUM 28.29% 1-Year Est. Return

WAM

Walker Asset Management Verona, Missouri $197M AUM 22.74% 1-Year Est. Return

BWM

Bullock Wealth Management Bloomington, Indiana $241M AUM 23.31% 1-Year Est. Return

GRWP

Green Ridge Wealth Planning Montville, New Jersey $249M AUM 26.89% 1-Year Est. Return

BigSur Wealth Management's RSPT Position: Q3 2026 in Review

BigSur Wealth Management reduced its Invesco S&P 500 Equal Weight Technology ETF (RSPT) stake by 7.1% in Q3 2026, selling an estimated $146K and leaving 30,000 shares worth $1.98M. The position accounts for 0.47% of the portfolio, ranked #59.

BigSur Wealth Management first reported a position in RSPT in Q1 2020 and has held it in 27 quarters since. The position peaked at $2.08M in Q2 2026. 47 funds tracked by Wall St. Rank hold RSPT as of Q3 2026.

BigSur Wealth Management held 30,000 shares of Invesco S&P 500 Equal Weight Technology ETF worth $1.98M as of Q3 2026.
BigSur Wealth Management sold 2,300 Invesco S&P 500 Equal Weight Technology ETF shares in Q3 2026, an estimated $146K.
Invesco S&P 500 Equal Weight Technology ETF made up 0.47% of BigSur Wealth Management's portfolio in Q3 2026, its #59 holding.
BigSur Wealth Management first reported a position in Invesco S&P 500 Equal Weight Technology ETF in Q1 2020 and has held it in 27 quarters since.
BigSur Wealth Management's Invesco S&P 500 Equal Weight Technology ETF position peaked at $2.08M in Q2 2026.
47 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Technology ETF as of Q3 2026.

Based on BigSur Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.