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 Q2	$5.3M	Buy	82,101 +75,166	+1,084%	+$4.31M	1.88%	21
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 $1.55T 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

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

Chicago Wealth Management increased its Invesco S&P 500 Equal Weight Technology ETF (RSPT) stake by 1,084% in Q2 2026, buying an estimated $4.31M and bringing the position to 82,101 shares worth $5.3M. The position accounts for 1.88% of the portfolio, ranked #21.

Chicago Wealth Management first reported a position in RSPT in Q3 2023 and has held it in 10 quarters since. The position peaked at $10.3M in Q4 2024. 501 funds tracked by Wall St. Rank hold RSPT as of Q2 2026.

Chicago Wealth Management held 82,101 shares of Invesco S&P 500 Equal Weight Technology ETF worth $5.3M as of Q2 2026.
Chicago Wealth Management bought 75,166 Invesco S&P 500 Equal Weight Technology ETF shares in Q2 2026, an estimated $4.31M.
Invesco S&P 500 Equal Weight Technology ETF made up 1.88% of Chicago Wealth Management's portfolio in Q2 2026, its #21 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 10 quarters since.
Chicago Wealth Management's Invesco S&P 500 Equal Weight Technology ETF position peaked at $10.3M in Q4 2024.
501 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Technology ETF as of Q2 2026.

Based on Chicago Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.