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

Chicago 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 Q1	$314K	Sell	6,935 -209,495	-97%	-$9.78M	0.13%	54
2025 Q4	$9.85M	Buy	+216,430	New	+$9.82M	3.96%	16
2025 Q2	–	Sell	-279,281	Closed	-$9.55M	–	52
2025 Q1	$9.55M	Buy	279,281 +3,240	+1%	+$121K	5%	10
2024 Q4	$10.3M	Buy	276,041 +6,186	+2%	+$236K	5.37%	8
2024 Q3	$10.2M	Buy	269,855 +1,410	+0.5%	+$51.4K	5.43%	7
2024 Q2	$9.84M	Buy	268,445 +9,079	+4%	+$316K	5.66%	6
2024 Q1	$9.13M	Buy	259,366 +1,908	+0.7%	+$64.3K	5.42%	9
2023 Q4	$8.4M	Buy	257,458 +745	+0.3%	+$21.9K	5.74%	9
2023 Q3	$7.23M	Buy	+256,713	New	+$7.5M	5.69%	10

Other funds holding RSPT

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

RWM

RMG Wealth Management Platteville, Wisconsin $866M AUM 11.95% 1-Year Est. Return

BWFA

Baltimore-Washington Financial Advisors Columbia, Maryland $2.32B AUM 16.8% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

DIP

Davis Investment Partners Charlotte, North Carolina $283M AUM 24.98% 1-Year Est. Return

Chicago Wealth Management's RSPT Position: Q1 2026 in Review

Chicago Wealth Management reduced its Invesco S&P 500 Equal Weight Technology ETF (RSPT) stake by 97% in Q1 2026, selling an estimated $9.78M and leaving 6,935 shares worth $314K. The position accounts for 0.13% of the portfolio, ranked #54.

Chicago Wealth Management first reported a position in RSPT in Q3 2023 and has held it in 9 quarters since. The position peaked at $10.3M in Q4 2024. 410 funds tracked by Wall St. Rank hold RSPT as of Q1 2026.

Chicago Wealth Management held 6,935 shares of Invesco S&P 500 Equal Weight Technology ETF worth $314K as of Q1 2026.
Chicago Wealth Management sold 209,495 Invesco S&P 500 Equal Weight Technology ETF shares in Q1 2026, an estimated $9.78M.
Invesco S&P 500 Equal Weight Technology ETF made up 0.13% of Chicago Wealth Management's portfolio in Q1 2026, its #54 holding.
Chicago Wealth Management first reported a position in Invesco S&P 500 Equal Weight Technology ETF in Q3 2023 and has held it in 9 quarters since.
Chicago Wealth Management's Invesco S&P 500 Equal Weight Technology ETF position peaked at $10.3M in Q4 2024.
410 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Technology ETF as of Q1 2026.

Based on Chicago Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.