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

Congress 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
2025 Q2	$388K	Hold	9,508	–	–	﹤0.01%	1002
2025 Q1	$328K	Sell	9,508 -202	-2%	-$7.57K	﹤0.01%	920
2024 Q4	$363K	Buy	9,710 +3,280	+51%	+$125K	0.01%	721
2024 Q3	$242K	Hold	6,430	–	–	﹤0.01%	781
2024 Q2	$236K	Buy	6,430 +380	+6%	+$13.2K	﹤0.01%	664
2024 Q1	$213K	Sell	6,050 -3,280	-35%	-$111K	﹤0.01%	567
2023 Q4	$305K	Buy	+9,330	New	+$274K	0.01%	528
2023 Q3	–	Sell	-7,350	Closed	-$216K	–	620
2023 Q2	$216K	Hold	7,350	–	–	0.01%	528
2023 Q1	$203K	Buy	+7,350	New	+$194K	﹤0.01%	540
2022 Q4	–	Sell	-9,770	Closed	-$221K	–	577
2022 Q3	$221K	Buy	9,770 +530	+6%	+$13.5K	0.01%	512
2022 Q2	$218K	Buy	9,240 +1,060	+13%	+$27.4K	0.01%	523
2022 Q1	$236K	Buy	+8,180	New	+$237K	0.01%	557

Other funds holding RSPT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

DIP

Davis Investment Partners Charlotte, North Carolina $328M AUM 36.73% 1-Year Est. Return

RWM

RMG Wealth Management Platteville, Wisconsin $969M AUM 18.56% 1-Year Est. Return

Congress Wealth Management's RSPT Position: Q2 2025 in Review

Congress Wealth Management held its Invesco S&P 500 Equal Weight Technology ETF (RSPT) position steady in Q2 2025 at 9,508 shares worth $388K. The position accounts for ﹤0.01% of the portfolio, ranked #1002.

Congress Wealth Management first reported a position in RSPT in Q1 2022 and has held it in 12 quarters since. 368 funds tracked by Wall St. Rank hold RSPT as of Q2 2025.

Congress Wealth Management held 9,508 shares of Invesco S&P 500 Equal Weight Technology ETF worth $388K as of Q2 2025.
Congress Wealth Management left its Invesco S&P 500 Equal Weight Technology ETF share count unchanged in Q2 2025.
Invesco S&P 500 Equal Weight Technology ETF made up ﹤0.01% of Congress Wealth Management's portfolio in Q2 2025, its #1002 holding.
Congress Wealth Management first reported a position in Invesco S&P 500 Equal Weight Technology ETF in Q1 2022 and has held it in 12 quarters since.
368 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Technology ETF as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.