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

BSW Wealth Partners’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 Q2	$492K	Buy	7,622 +3	+0%	+$172	0.05%	191
2026 Q1	$345K	Buy	7,619 +4	+0.1%	+$187	0.04%	224
2025 Q4	$347K	Buy	7,615 +4	+0.1%	+$181	0.04%	218
2025 Q3	$339K	Buy	7,611 +5	+0.1%	+$210	0.04%	233
2025 Q2	$310K	Buy	7,606 +5	+0.1%	+$181	0.04%	238
2025 Q1	$260K	Buy	+7,601	New	+$285K	0.04%	252

Other funds holding RSPT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

BWFA

Baltimore-Washington Financial Advisors Columbia, Maryland $2.67B AUM 19.65% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

DIP

Davis Investment Partners Charlotte, North Carolina $328M AUM 36.73% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BSW Wealth Partners's RSPT Position: Q2 2026 in Review

BSW Wealth Partners increased its Invesco S&P 500 Equal Weight Technology ETF (RSPT) stake by 0.04% in Q2 2026, buying an estimated $172 and bringing the position to 7,622 shares worth $492K. The position accounts for 0.05% of the portfolio, ranked #191.

BSW Wealth Partners first reported a position in RSPT in Q1 2025 and has held it in 6 quarters since. 501 funds tracked by Wall St. Rank hold RSPT as of Q2 2026.

BSW Wealth Partners held 7,622 shares of Invesco S&P 500 Equal Weight Technology ETF worth $492K as of Q2 2026.
BSW Wealth Partners bought 3 Invesco S&P 500 Equal Weight Technology ETF shares in Q2 2026, an estimated $172.
Invesco S&P 500 Equal Weight Technology ETF made up 0.05% of BSW Wealth Partners's portfolio in Q2 2026, its #191 holding.
BSW Wealth Partners first reported a position in Invesco S&P 500 Equal Weight Technology ETF in Q1 2025 and has held it in 6 quarters since.
501 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Technology ETF as of Q2 2026.

Based on BSW Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.