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

Dakota 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	$553K	Hold	8,580	–	–	0.01%	559
2026 Q1	$388K	Sell	8,580 -107	-1%	-$4.99K	0.01%	597
2025 Q4	$395K	Buy	8,687 +3,250	+60%	+$147K	0.01%	601
2025 Q3	$242K	Sell	5,437 -3,232	-37%	-$136K	﹤0.01%	590
2025 Q2	$354K	Sell	8,669 -890	-9%	-$32.2K	0.01%	577
2025 Q1	$327K	Buy	9,559 +511	+6%	+$19.1K	0.01%	593
2024 Q4	$339K	Hold	9,048	–	–	0.01%	577
2024 Q3	$341K	Hold	9,048	–	–	0.01%	572
2024 Q2	$332K	Sell	9,048 -760	-8%	-$26.4K	0.01%	563
2024 Q1	$345K	Sell	9,808 -210	-2%	-$7.08K	0.01%	561
2023 Q4	$327K	Sell	10,018 -401	-4%	-$11.8K	0.01%	498
2023 Q3	$293K	Sell	10,419 -1,891	-15%	-$55.2K	0.01%	493
2023 Q2	$362K	Hold	12,310	–	–	0.02%	442
2023 Q1	$340K	Sell	12,310 -4,970	-29%	-$131K	0.02%	440
2022 Q4	$420K	Sell	17,280 -298,430	-95%	-$7.29M	0.03%	390
2022 Q3	$7.15M	Buy	315,710 +96,620	+44%	+$2.47M	0.58%	37
2022 Q2	$5.18M	Sell	219,090 -11,040	-5%	-$286K	0.48%	53
2022 Q1	$6.65M	Buy	230,130 +6,550	+3%	+$190K	0.54%	45
2021 Q4	$7.25M	Buy	223,580 +12,630	+6%	+$391K	0.76%	30
2021 Q3	$6.08M	Buy	210,950 +7,320	+4%	+$217K	0.7%	37
2021 Q2	$5.91M	Buy	203,630 +17,690	+10%	+$494K	0.7%	37
2021 Q1	$5.02M	Sell	185,940 -12,090	-6%	-$317K	0.66%	41
2020 Q4	$5.02M	Buy	198,030 +27,070	+16%	+$628K	0.65%	41
2020 Q3	$3.6M	Buy	170,960 +28,160	+20%	+$586K	0.57%	60
2020 Q2	$2.84M	Buy	142,800 +16,230	+13%	+$301K	0.49%	62
2020 Q1	$2.02M	Buy	+126,570	New	+$2.39M	0.44%	64

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

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

Dakota Wealth Management held its Invesco S&P 500 Equal Weight Technology ETF (RSPT) position steady in Q2 2026 at 8,580 shares worth $553K. The position accounts for 0.01% of the portfolio, ranked #559.

Dakota Wealth Management first reported a position in RSPT in Q1 2020 and has held it in 26 quarters since. The position peaked at $7.25M in Q4 2021. 501 funds tracked by Wall St. Rank hold RSPT as of Q2 2026.

Dakota Wealth Management held 8,580 shares of Invesco S&P 500 Equal Weight Technology ETF worth $553K as of Q2 2026.
Dakota Wealth Management 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 0.01% of Dakota Wealth Management's portfolio in Q2 2026, its #559 holding.
Dakota Wealth Management first reported a position in Invesco S&P 500 Equal Weight Technology ETF in Q1 2020 and has held it in 26 quarters since.
Dakota Wealth Management's Invesco S&P 500 Equal Weight Technology ETF position peaked at $7.25M in Q4 2021.
501 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Technology ETF as of Q2 2026.

Based on Dakota Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.