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

Bullock 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 Q2	$3.79M	Sell	59,731 -4,341	-7%	-$249K	1.64%	8
2026 Q1	$2.94M	Sell	64,072 -2,084	-3%	-$97.2K	1.47%	10
2025 Q4	$3.01M	Buy	66,156 +1,093	+2%	+$49.6K	1.47%	10
2025 Q3	$2.93M	Sell	65,063 -47	-0.1%	-$1.97K	1.46%	9
2025 Q2	$2.66M	Buy	65,110 +479	+0.7%	+$17.3K	1.41%	9
2025 Q1	$2.22M	Buy	64,631 +23,573	+57%	+$883K	1.24%	12
2024 Q4	$1.54M	Buy	41,058 +29,848	+266%	+$1.14M	0.9%	16
2024 Q3	$413K	Buy	11,210 +5,330	+91%	+$194K	0.25%	93
2024 Q2	$215K	Buy	5,880 +4,443	+309%	+$154K	0.14%	127
2024 Q1	$50.6K	Buy	+1,437	New	+$48.4K	0.03%	242

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

Bullock Wealth Management's RSPT Position: Q2 2026 in Review

Bullock Wealth Management reduced its Invesco S&P 500 Equal Weight Technology ETF (RSPT) stake by 6.8% in Q2 2026, selling an estimated $249K and leaving 59,731 shares worth $3.79M. The position accounts for 1.64% of the portfolio, ranked #8.

Bullock Wealth Management first reported a position in RSPT in Q1 2024 and has held it in 10 quarters since. 501 funds tracked by Wall St. Rank hold RSPT as of Q2 2026.

Bullock Wealth Management held 59,731 shares of Invesco S&P 500 Equal Weight Technology ETF worth $3.79M as of Q2 2026.
Bullock Wealth Management sold 4,341 Invesco S&P 500 Equal Weight Technology ETF shares in Q2 2026, an estimated $249K.
Invesco S&P 500 Equal Weight Technology ETF made up 1.64% of Bullock Wealth Management's portfolio in Q2 2026, its #8 holding.
Bullock Wealth Management first reported a position in Invesco S&P 500 Equal Weight Technology ETF in Q1 2024 and has held it in 10 quarters since.
501 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Technology ETF as of Q2 2026.

Based on Bullock Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.