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

EP Wealth 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	$472K	Buy	7,323 +2,125	+41%	+$122K	﹤0.01%	1051
2026 Q1	$235K	Sell	5,198 -8,376	-62%	-$391K	﹤0.01%	1314
2025 Q4	$618K	Buy	+13,574	New	+$616K	﹤0.01%	780
2025 Q2	$544K	Sell	13,349 -381	-3%	-$13.8K	﹤0.01%	751
2025 Q1	$470K	Sell	13,730 -2,139	-13%	-$80.1K	﹤0.01%	733
2024 Q4	$594K	Sell	15,869 -1,554	-9%	-$59.3K	﹤0.01%	643
2024 Q3	$657K	Sell	17,423 -481,035	-97%	-$17.5M	0.01%	608
2024 Q2	$18.3M	Buy	498,458 +26,024	+6%	+$905K	0.19%	93
2024 Q1	$16.6M	Buy	472,434 +423,620	+868%	+$14.3M	0.19%	90
2023 Q4	$1.59M	Sell	48,814 -5,267	-10%	-$155K	0.02%	293
2023 Q3	$1.52M	Sell	54,081 -47,019	-47%	-$1.37M	0.02%	269
2023 Q2	$1.6M	Buy	101,100 +90,200	+828%	+$2.47M	0.02%	276
2023 Q1	$318K	Buy	10,900 +2,780	+34%	+$73.3K	0.01%	477
2022 Q4	$197K	Buy	+8,120	New	+$198K	﹤0.01%	555
2022 Q3	–	Sell	-7,500	Closed	-$177K	–	568
2022 Q2	$177K	Sell	7,500 -860	-10%	-$22.2K	﹤0.01%	594
2022 Q1	$242K	Buy	+8,360	New	+$242K	0.01%	529

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

EP Wealth Advisors's RSPT Position: Q2 2026 in Review

EP Wealth Advisors increased its Invesco S&P 500 Equal Weight Technology ETF (RSPT) stake by 41% in Q2 2026, buying an estimated $122K and bringing the position to 7,323 shares worth $472K. The position accounts for ﹤0.01% of the portfolio, ranked #1051.

EP Wealth Advisors first reported a position in RSPT in Q1 2022 and has held it in 16 quarters since. The position peaked at $18.3M in Q2 2024. 501 funds tracked by Wall St. Rank hold RSPT as of Q2 2026.

EP Wealth Advisors held 7,323 shares of Invesco S&P 500 Equal Weight Technology ETF worth $472K as of Q2 2026.
EP Wealth Advisors bought 2,125 Invesco S&P 500 Equal Weight Technology ETF shares in Q2 2026, an estimated $122K.
Invesco S&P 500 Equal Weight Technology ETF made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1051 holding.
EP Wealth Advisors first reported a position in Invesco S&P 500 Equal Weight Technology ETF in Q1 2022 and has held it in 16 quarters since.
EP Wealth Advisors's Invesco S&P 500 Equal Weight Technology ETF position peaked at $18.3M in Q2 2024.
501 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Technology ETF as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.