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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
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