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

Elmwood 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	$1.67M	Sell	25,873 -312	-1%	-$17.9K	0.42%	63
2026 Q1	$1.19M	Buy	26,185 +2,794	+12%	+$130K	0.33%	76
2025 Q4	$1.06M	Buy	+23,391	New	+$1.06M	0.34%	79

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

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

Elmwood Wealth Management reduced its Invesco S&P 500 Equal Weight Technology ETF (RSPT) stake by 1.2% in Q2 2026, selling an estimated $17.9K and leaving 25,873 shares worth $1.67M. The position accounts for 0.42% of the portfolio, ranked #63.

Elmwood Wealth Management first reported a position in RSPT in Q4 2025 and has held it in 3 quarters since. 500 funds tracked by Wall St. Rank hold RSPT as of Q2 2026.

Elmwood Wealth Management held 25,873 shares of Invesco S&P 500 Equal Weight Technology ETF worth $1.67M as of Q2 2026.
Elmwood Wealth Management sold 312 Invesco S&P 500 Equal Weight Technology ETF shares in Q2 2026, an estimated $17.9K.
Invesco S&P 500 Equal Weight Technology ETF made up 0.42% of Elmwood Wealth Management's portfolio in Q2 2026, its #63 holding.
Elmwood Wealth Management first reported a position in Invesco S&P 500 Equal Weight Technology ETF in Q4 2025 and has held it in 3 quarters since.
500 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Technology ETF as of Q2 2026.

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