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 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 $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

RWM

RMG Wealth Management Platteville, Wisconsin $866M AUM 11.95% 1-Year Est. Return

BWFA

Baltimore-Washington Financial Advisors Columbia, Maryland $2.32B AUM 16.8% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

DIP

Davis Investment Partners Charlotte, North Carolina $283M AUM 24.98% 1-Year Est. Return

EP Wealth Advisors's RSPT Position: Q1 2026 in Review

EP Wealth Advisors reduced its Invesco S&P 500 Equal Weight Technology ETF (RSPT) stake by 62% in Q1 2026, selling an estimated $391K and leaving 5,198 shares worth $235K. The position accounts for ﹤0.01% of the portfolio, ranked #1314.

EP Wealth Advisors first reported a position in RSPT in Q1 2022 and has held it in 15 quarters since. The position peaked at $18.3M in Q2 2024. 410 funds tracked by Wall St. Rank hold RSPT as of Q1 2026.

EP Wealth Advisors held 5,198 shares of Invesco S&P 500 Equal Weight Technology ETF worth $235K as of Q1 2026.
EP Wealth Advisors sold 8,376 Invesco S&P 500 Equal Weight Technology ETF shares in Q1 2026, an estimated $391K.
Invesco S&P 500 Equal Weight Technology ETF made up ﹤0.01% of EP Wealth Advisors's portfolio in Q1 2026, its #1314 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 15 quarters since.
EP Wealth Advisors's Invesco S&P 500 Equal Weight Technology ETF position peaked at $18.3M in Q2 2024.
410 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Technology ETF as of Q1 2026.

Based on EP Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.