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

Empirical 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 Q3	$467K	Buy	7,085 +2,548	+56%	+$161K	0.01%	792
2026 Q2	$293K	Hold	4,537	–	–	﹤0.01%	869
2026 Q1	$205K	Sell	4,537 -1,550	-25%	-$72.3K	﹤0.01%	940
2025 Q4	$277K	Sell	6,087 -142	-2%	-$6.44K	﹤0.01%	719
2025 Q3	$278K	Buy	6,229 +1,080	+21%	+$45.3K	0.01%	640
2025 Q2	$210K	Buy	+5,149	New	+$186K	﹤0.01%	638
2024 Q2	–	Sell	-6,897	Closed	-$243K	–	579
2024 Q1	$243K	Hold	6,897	–	–	0.01%	474
2023 Q4	$225K	Sell	6,897 -610	-8%	-$17.9K	0.01%	449
2023 Q3	$211K	Buy	+7,507	New	+$219K	0.01%	438
2023 Q2	–	Sell	-9,960	Closed	-$275K	–	502
2023 Q1	$275K	Buy	+9,960	New	+$263K	0.01%	403
2022 Q1	–	Sell	-7,060	Closed	-$229K	–	539
2021 Q4	$229K	Hold	7,060	–	–	0.01%	470
2021 Q3	$203K	Sell	7,060 -720	-9%	-$21.4K	0.01%	429
2021 Q2	$226K	Buy	+7,780	New	+$217K	0.01%	410

Other funds holding RSPT

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

RMG Wealth Management Platteville, Wisconsin $967M AUM 11.65% 1-Year Est. Return

Davis Investment Partners Charlotte, North Carolina $322M AUM 27.74% 1-Year Est. Return

Baker Avenue Asset Management San Francisco, California $5.35B AUM 26.77% 1-Year Est. Return

Rockport Wealth Fairview Park, Ohio $571M AUM 17.22% 1-Year Est. Return

StoneX Group New York $2.75B AUM 24.13% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Kingswood Wealth Advisors San Diego, California $2.6B AUM 27.46% 1-Year Est. Return

Patten & Patten Chattanooga, Tennessee $1.91B AUM 21.06% 1-Year Est. Return

Condor Capital Management Martinsville, New Jersey $1.34B AUM 13.51% 1-Year Est. Return

Empirical Wealth Management's RSPT Position: Q3 2026 in Review

Empirical Wealth Management increased its Invesco S&P 500 Equal Weight Technology ETF (RSPT) stake by 56% in Q3 2026, buying an estimated $161K and bringing the position to 7,085 shares worth $467K. The position accounts for 0.01% of the portfolio, ranked #792.

Empirical Wealth Management first reported a position in RSPT in Q2 2021 and has held it in 13 quarters since. 297 funds tracked by Wall St. Rank hold RSPT as of Q3 2026.

Empirical Wealth Management held 7,085 shares of Invesco S&P 500 Equal Weight Technology ETF worth $467K as of Q3 2026.
Empirical Wealth Management bought 2,548 Invesco S&P 500 Equal Weight Technology ETF shares in Q3 2026, an estimated $161K.
Invesco S&P 500 Equal Weight Technology ETF made up 0.01% of Empirical Wealth Management's portfolio in Q3 2026, its #792 holding.
Empirical Wealth Management first reported a position in Invesco S&P 500 Equal Weight Technology ETF in Q2 2021 and has held it in 13 quarters since.
297 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Technology ETF as of Q3 2026.

Based on Empirical Wealth Management's 13F filing for Q3 2026, filed 27 Oct 2026.