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

BXM Wealth’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	$935K	Hold	14,500	–	–	0.51%	48
2026 Q1	$656K	Sell	14,500 -1,941	-12%	-$90.6K	0.51%	56
2025 Q4	$748K	Hold	16,441	–	–	0.58%	45
2025 Q3	$733K	Hold	16,441	–	–	0.69%	38
2025 Q2	$670K	Sell	16,441 -2,375	-13%	-$86K	0.8%	38
2025 Q1	$644K	Sell	18,816 -1,735	-8%	-$65K	0.77%	42
2024 Q4	$769K	Buy	+20,551	New	+$784K	1.08%	30

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

BXM Wealth's RSPT Position: Q2 2026 in Review

BXM Wealth held its Invesco S&P 500 Equal Weight Technology ETF (RSPT) position steady in Q2 2026 at 14,500 shares worth $935K. The position accounts for 0.51% of the portfolio, ranked #48.

BXM Wealth first reported a position in RSPT in Q4 2024 and has held it in 7 quarters since. 500 funds tracked by Wall St. Rank hold RSPT as of Q2 2026.

BXM Wealth held 14,500 shares of Invesco S&P 500 Equal Weight Technology ETF worth $935K as of Q2 2026.
BXM Wealth left its Invesco S&P 500 Equal Weight Technology ETF share count unchanged in Q2 2026.
Invesco S&P 500 Equal Weight Technology ETF made up 0.51% of BXM Wealth's portfolio in Q2 2026, its #48 holding.
BXM Wealth first reported a position in Invesco S&P 500 Equal Weight Technology ETF in Q4 2024 and has held it in 7 quarters since.
500 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Technology ETF as of Q2 2026.

Based on BXM Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.