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

Destination 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	$5.9M	Sell	130,356 -3,479	-3%	-$162K	0.15%	96
2025 Q4	$6.09M	Sell	133,835 -4,711	-3%	-$214K	0.16%	92
2025 Q3	$6.18M	Sell	138,546 -19,914	-13%	-$836K	0.17%	89
2025 Q2	$6.46M	Sell	158,460 -78,271	-33%	-$2.83M	0.19%	87
2025 Q1	$8.1M	Sell	236,731 -2,624	-1%	-$98.3K	0.26%	79
2024 Q4	$8.96M	Sell	239,355 -25,185	-10%	-$960K	0.28%	75
2024 Q3	$9.97M	Sell	264,540 -3,070	-1%	-$112K	0.31%	73
2024 Q2	$9.81M	Sell	267,610 -15,570	-5%	-$541K	0.32%	72
2024 Q1	$9.97M	Sell	283,180 -15,093	-5%	-$509K	0.33%	73
2023 Q4	$9.74M	Sell	298,273 -14,311	-5%	-$420K	0.34%	72
2023 Q3	$8.8M	Sell	312,584 -46,576	-13%	-$1.36M	0.34%	70
2023 Q2	$10.6M	Sell	359,160 -86,270	-19%	-$2.36M	0.39%	66
2023 Q1	$12.3M	Sell	445,430 -200	-0%	-$5.27K	0.47%	65
2022 Q4	$10.8M	Sell	445,630 -210	-0%	-$5.13K	0.43%	64
2022 Q3	$10.1M	Buy	445,840 +5,650	+1%	+$144K	0.42%	67
2022 Q2	$10.4M	Buy	440,190 +5,170	+1%	+$134K	0.42%	64
2022 Q1	$12.6M	Sell	435,020 -6,210	-1%	-$180K	0.47%	63
2021 Q4	$14.3M	Sell	441,230 -8,990	-2%	-$278K	0.51%	62
2021 Q3	$13M	Sell	450,220 -2,590	-0.6%	-$76.9K	0.5%	62
2021 Q2	$13.1M	Sell	452,810 -10,340	-2%	-$289K	0.51%	63
2021 Q1	$12.5M	Sell	463,150 -24,540	-5%	-$642K	0.52%	63
2020 Q4	$12.4M	Sell	487,690 -4,720	-1%	-$110K	0.54%	58
2020 Q3	$10.4M	Sell	492,410 -29,360	-6%	-$611K	0.53%	55
2020 Q2	$10.4M	Sell	521,770 -9,660	-2%	-$179K	0.56%	53
2020 Q1	$8.47M	Sell	531,430 -38,300	-7%	-$725K	0.52%	52
2019 Q4	$11.3M	Sell	569,730 -16,920	-3%	-$318K	0.57%	52
2019 Q3	$10.5M	Sell	586,650 -2,680	-0.5%	-$48.1K	0.57%	51
2019 Q2	$10.5M	Sell	589,330 -36,760	-6%	-$637K	0.58%	50
2019 Q1	$10.7M	Sell	626,090 -9,280	-1%	-$148K	0.6%	49
2018 Q4	$8.95M	Sell	635,370 -2,500	-0.4%	-$37.9K	0.54%	50
2018 Q3	$10.7M	Buy	637,870 +4,130	+0.7%	+$68.4K	0.6%	48
2018 Q2	$10M	Sell	633,740 -56,860	-8%	-$895K	0.6%	47
2018 Q1	$10.4M	Sell	690,600 -23,990	-3%	-$368K	0.64%	45
2017 Q4	$10.2M	Sell	714,590 -4,840	-0.7%	-$68.7K	0.62%	45
2017 Q3	$9.71M	Sell	719,430 -31,800	-4%	-$414K	0.62%	45
2017 Q2	$9.38M	Buy	751,230 +9,550	+1%	+$119K	0.62%	44
2017 Q1	$8.96M	Buy	741,680 +10,690	+1%	+$124K	0.62%	42
2016 Q4	$7.93M	Sell	730,990 -2,880	-0.4%	-$30.7K	0.58%	44
2016 Q3	$7.74M	Sell	733,870 -4,730	-0.6%	-$47.8K	0.6%	39
2016 Q2	$6.93M	Sell	738,600 -485,710	-40%	-$4.51M	0.57%	39
2016 Q1	$11.3M	Hold	1,224,310	–	–	1.08%	35
2015 Q4	$11.3M	Sell	1,224,310 -872,010	-42%	-$8.07M	1.08%	35
2015 Q3	$17.8M	Sell	2,096,320 -669,930	-24%	-$5.93M	1.98%	15
2015 Q2	$25M	Buy	2,766,250 +631,250	+30%	+$5.91M	1.65%	18
2015 Q1	$19.6M	Sell	2,135,000 -69,160	-3%	-$631K	2.13%	13
2014 Q4	$20M	Sell	2,204,160 -21,780	-1%	-$190K	2.02%	15
2014 Q3	$18.9M	Sell	2,225,940 -267,450	-11%	-$2.28M	1.98%	14
2014 Q2	$20.9M	Sell	2,493,390 -29,910	-1%	-$240K	2.16%	14
2014 Q1	$20.2M	Sell	2,523,300 -26,640	-1%	-$209K	2.17%	14
2013 Q4	$19.7M	Buy	2,549,940 +8,890	+0.3%	+$64.4K	2.06%	17
2013 Q3	$17.7M	Sell	2,541,050 -35,420	-1%	-$241K	2.05%	17
2013 Q2	$16.5M	Buy	+2,576,470	New	+$16.2M	2.02%	17

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

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

Destination Wealth Management reduced its Invesco S&P 500 Equal Weight Technology ETF (RSPT) stake by 2.6% in Q1 2026, selling an estimated $162K and leaving 130,356 shares worth $5.9M. The position accounts for 0.15% of the portfolio, ranked #96.

Destination Wealth Management first reported a position in RSPT in Q2 2013 and has held it in 52 quarters since. The position peaked at $25M in Q2 2015. 410 funds tracked by Wall St. Rank hold RSPT as of Q1 2026.

Destination Wealth Management held 130,356 shares of Invesco S&P 500 Equal Weight Technology ETF worth $5.9M as of Q1 2026.
Destination Wealth Management sold 3,479 Invesco S&P 500 Equal Weight Technology ETF shares in Q1 2026, an estimated $162K.
Invesco S&P 500 Equal Weight Technology ETF made up 0.15% of Destination Wealth Management's portfolio in Q1 2026, its #96 holding.
Destination Wealth Management first reported a position in Invesco S&P 500 Equal Weight Technology ETF in Q2 2013 and has held it in 52 quarters since.
Destination Wealth Management's Invesco S&P 500 Equal Weight Technology ETF position peaked at $25M in Q2 2015.
410 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Technology ETF as of Q1 2026.

Based on Destination Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.