Elevation Wealth Partners
RSPT icon

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
Q3 		$410K Sell
6,230
-106
-2% -$6.71K 0.12% 96
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

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Patten & Patten
Patten & Patten Chattanooga, Tennessee $1.91B AUM 21.06% 1-Year Est. Return
Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return
Neville Rodie & Shaw
Neville Rodie & Shaw New York $1.48B AUM 34.49% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Aventus Investment Advisors
Aventus Investment Advisors Naples, Florida $137M AUM 14.14% 1-Year Est. Return
Yoder Wealth Management
Yoder Wealth Management Walnut Creek, California $265M AUM 16.95% 1-Year Est. Return
Activest Wealth Management
Activest Wealth Management Aventure, Florida $540M AUM 34.92% 1-Year Est. Return
HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

Elevation Wealth Partners's RSPT Position: Q3 2026 in Review

Elevation Wealth Partners reduced its Invesco S&P 500 Equal Weight Technology ETF (RSPT) stake by 1.7% in Q3 2026, selling an estimated $6.71K and leaving 6,230 shares worth $410K. The position accounts for 0.12% of the portfolio, ranked #96.

Elevation Wealth Partners first reported a position in RSPT in Q4 2023 and has held it in 12 quarters since. The position peaked at $805K in Q3 2025. 181 funds tracked by Wall St. Rank hold RSPT as of Q3 2026.

  • Elevation Wealth Partners held 6,230 shares of Invesco S&P 500 Equal Weight Technology ETF worth $410K as of Q3 2026.
  • Elevation Wealth Partners sold 106 Invesco S&P 500 Equal Weight Technology ETF shares in Q3 2026, an estimated $6.71K.
  • Invesco S&P 500 Equal Weight Technology ETF made up 0.12% of Elevation Wealth Partners's portfolio in Q3 2026, its #96 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 12 quarters since.
  • Elevation Wealth Partners's Invesco S&P 500 Equal Weight Technology ETF position peaked at $805K in Q3 2025.
  • 181 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Technology ETF as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.