DHJJ Financial Advisors’s Invesco S&P 500 Equal Weight Technology ETF RSPT Stock Holding History

DHJJ Financial Advisors’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	$3.53M	Sell	54,721 -150	-0.3%	-$8.61K	1.02%	18
2026 Q1	$2.48M	Buy	54,871 +171	+0.3%	+$7.98K	0.82%	24
2025 Q4	$2.49M	Sell	54,700 -459	-0.8%	-$20.8K	0.83%	24
2025 Q3	$2.46M	Sell	55,159 -560	-1%	-$23.5K	0.83%	23
2025 Q2	$2.27M	Sell	55,719 -2,301	-4%	-$83.3K	0.82%	24
2025 Q1	$1.98M	Sell	58,020 -460	-0.8%	-$17.2K	0.8%	24
2024 Q4	$2.19M	Sell	58,480 -30	-0.1%	-$1.14K	0.85%	23
2024 Q3	$2.21M	Buy	58,510 +353	+0.6%	+$12.9K	0.87%	23
2024 Q2	$2.13M	Buy	58,157 +1,001	+2%	+$34.8K	0.9%	22
2024 Q1	$2.01M	Buy	57,156 +2,848	+5%	+$96K	0.89%	22
2023 Q4	$1.77M	Sell	54,308 -388	-0.7%	-$11.4K	0.83%	24
2023 Q3	$1.54M	Sell	54,696 -2,704	-5%	-$79K	0.78%	26
2023 Q2	$1.69M	Sell	57,400 -610	-1%	-$16.7K	0.88%	27
2023 Q1	$1.6M	Sell	58,010 -2,510	-4%	-$66.2K	0.87%	28
2022 Q4	$1.47M	Sell	60,520 -8,780	-13%	-$215K	0.84%	30
2022 Q3	$1.57M	Sell	69,300 -30	-0%	-$767	0.92%	27
2022 Q2	$1.64M	Sell	69,330 -710	-1%	-$18.4K	0.92%	27
2022 Q1	$2.02M	Buy	70,040 +2,310	+3%	+$67K	0.97%	23
2021 Q4	$2.19M	Sell	67,730 -70	-0.1%	-$2.17K	1.03%	22
2021 Q3	$1.95M	Buy	67,800 +260	+0.4%	+$7.72K	1.01%	21
2021 Q2	$1.96M	Buy	67,540 +2,230	+3%	+$62.3K	1.03%	21
2021 Q1	$1.76M	Buy	65,310 +3,550	+6%	+$92.9K	1.02%	24
2020 Q4	$1.57M	Buy	+61,760	New	+$1.43M	0.98%	23

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

DHJJ Financial Advisors's RSPT Position: Q2 2026 in Review

DHJJ Financial Advisors reduced its Invesco S&P 500 Equal Weight Technology ETF (RSPT) stake by 0.27% in Q2 2026, selling an estimated $8.61K and leaving 54,721 shares worth $3.53M. The position accounts for 1.02% of the portfolio, ranked #18.

DHJJ Financial Advisors first reported a position in RSPT in Q4 2020 and has held it in 23 quarters since. 501 funds tracked by Wall St. Rank hold RSPT as of Q2 2026.

DHJJ Financial Advisors held 54,721 shares of Invesco S&P 500 Equal Weight Technology ETF worth $3.53M as of Q2 2026.
DHJJ Financial Advisors sold 150 Invesco S&P 500 Equal Weight Technology ETF shares in Q2 2026, an estimated $8.61K.
Invesco S&P 500 Equal Weight Technology ETF made up 1.02% of DHJJ Financial Advisors's portfolio in Q2 2026, its #18 holding.
DHJJ Financial Advisors first reported a position in Invesco S&P 500 Equal Weight Technology ETF in Q4 2020 and has held it in 23 quarters since.
501 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Technology ETF as of Q2 2026.

Based on DHJJ Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.