EWP
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Elevation Wealth Partners’s Invesco S&P 500 Equal Weight Technology ETF RSPT Stock Holding History

Elevation Wealth Partners’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 		$409K Buy
6,336
+630
+11% +$36.1K 0.12% 91
2026
Q1 		$258K Sell
5,706
-2,088
-27% -$97.4K 0.09% 103
2025
Q4 		$355K Sell
7,794
-10,262
-57% -$466K 0.13% 88
2025
Q3 		$805K Buy
18,056
+12,786
+243% +$537K 0.29% 52
2025
Q2 		$215K Hold
5,270
– – 0.08% 111
2025
Q1 		$180K Hold
5,270
– – 0.08% 118
2024
Q4 		$197K Hold
5,270
– – 0.08% 112
2024
Q3 		$199K Hold
5,270
– – 0.09% 113
2024
Q2 		$193K Hold
5,270
– – 0.09% 109
2024
Q1 		$185K Hold
5,270
– – 0.09% 113
2023
Q4 		$148K Buy
+5,270
New +$155K 0.09% 120

Other funds holding RSPT

BAAM
Baker Avenue Asset Management San Francisco, California $5.28B AUM 39.19% 1-Year Est. Return
BFG
Bouchey Financial Group Troy, New York $1.55B AUM 29.02% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
RW
Rockport Wealth Fairview Park, Ohio $595M AUM 23.65% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
NRS
Neville Rodie & Shaw New York $1.55B AUM 46.95% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
AIA
Aventus Investment Advisors Naples, Florida $136M AUM 20.32% 1-Year Est. Return
YWM
Yoder Wealth Management Walnut Creek, California $256M AUM 23.47% 1-Year Est. Return
AWM
Activest Wealth Management Aventure, Florida $518M AUM 44.34% 1-Year Est. Return

Elevation Wealth Partners's RSPT Position: Q2 2026 in Review

Elevation Wealth Partners increased its Invesco S&P 500 Equal Weight Technology ETF (RSPT) stake by 11% in Q2 2026, buying an estimated $36.1K and bringing the position to 6,336 shares worth $409K. The position accounts for 0.12% of the portfolio, ranked #91.

Elevation Wealth Partners first reported a position in RSPT in Q4 2023 and has held it in 11 quarters since. The position peaked at $805K in Q3 2025. 193 funds tracked by Wall St. Rank hold RSPT as of Q2 2026.

  • Elevation Wealth Partners held 6,336 shares of Invesco S&P 500 Equal Weight Technology ETF worth $409K as of Q2 2026.
  • Elevation Wealth Partners bought 630 Invesco S&P 500 Equal Weight Technology ETF shares in Q2 2026, an estimated $36.1K.
  • Invesco S&P 500 Equal Weight Technology ETF made up 0.12% of Elevation Wealth Partners's portfolio in Q2 2026, its #91 holding.
  • Elevation Wealth Partners first reported a position in Invesco S&P 500 Equal Weight Technology ETF in Q4 2023 and has held it in 11 quarters since.
  • Elevation Wealth Partners's Invesco S&P 500 Equal Weight Technology ETF position peaked at $805K in Q3 2025.
  • 193 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Technology ETF as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.