CMH Wealth Management
RSPT icon

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

CMH 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
Q3 		$1.62M Sell
24,553
-650
-3% -$41.1K 0.24% 67
2026
Q2 		$1.63M Sell
25,203
-962
-4% -$55.2K 0.25% 70
2026
Q1 		$1.18M Buy
+26,165
New +$1.22M 0.2% 81

Other funds holding RSPT

Kingswood Wealth Advisors
Kingswood Wealth Advisors San Diego, California $2.6B AUM 27.46% 1-Year Est. Return
Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return
Neville Rodie & Shaw
Neville Rodie & Shaw New York $1.48B AUM 34.49% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Aventus Investment Advisors
Aventus Investment Advisors Naples, Florida $137M AUM 14.14% 1-Year Est. Return
Yoder Wealth Management
Yoder Wealth Management Walnut Creek, California $265M AUM 16.95% 1-Year Est. Return
Activest Wealth Management
Activest Wealth Management Aventure, Florida $540M AUM 34.92% 1-Year Est. Return
HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
Fifth Third Securities
Fifth Third Securities Cincinnati, Ohio $1.98B AUM 13.08% 1-Year Est. Return
Islay Capital Management
Islay Capital Management Lubbock, Texas $213M AUM 16.45% 1-Year Est. Return

CMH Wealth Management's RSPT Position: Q3 2026 in Review

CMH Wealth Management reduced its Invesco S&P 500 Equal Weight Technology ETF (RSPT) stake by 2.6% in Q3 2026, selling an estimated $41.1K and leaving 24,553 shares worth $1.62M. The position accounts for 0.24% of the portfolio, ranked #67.

CMH Wealth Management first reported a position in RSPT in Q1 2026 and has held it in 3 quarters since. The position peaked at $1.63M in Q2 2026. 153 funds tracked by Wall St. Rank hold RSPT as of Q3 2026.

  • CMH Wealth Management held 24,553 shares of Invesco S&P 500 Equal Weight Technology ETF worth $1.62M as of Q3 2026.
  • CMH Wealth Management sold 650 Invesco S&P 500 Equal Weight Technology ETF shares in Q3 2026, an estimated $41.1K.
  • Invesco S&P 500 Equal Weight Technology ETF made up 0.24% of CMH Wealth Management's portfolio in Q3 2026, its #67 holding.
  • CMH Wealth Management first reported a position in Invesco S&P 500 Equal Weight Technology ETF in Q1 2026 and has held it in 3 quarters since.
  • CMH Wealth Management's Invesco S&P 500 Equal Weight Technology ETF position peaked at $1.63M in Q2 2026.
  • 153 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Technology ETF as of Q3 2026.

Based on CMH Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.