Essex Financial Services’s Invesco S&P 500 Equal Weight Technology ETF RSPT Stock Holding History

Essex Financial Services’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	$313K	Hold	4,852	–	–	0.02%	641
2026 Q1	$220K	Hold	4,852	–	–	0.01%	722
2025 Q4	$221K	Hold	4,852	–	–	0.01%	719
2025 Q3	$216K	Buy	+4,852	New	+$204K	0.01%	694

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

Essex Financial Services's RSPT Position: Q2 2026 in Review

Essex Financial Services held its Invesco S&P 500 Equal Weight Technology ETF (RSPT) position steady in Q2 2026 at 4,852 shares worth $313K. The position accounts for 0.02% of the portfolio, ranked #641.

Essex Financial Services first reported a position in RSPT in Q3 2025 and has held it in 4 quarters since. 501 funds tracked by Wall St. Rank hold RSPT as of Q2 2026.

Essex Financial Services held 4,852 shares of Invesco S&P 500 Equal Weight Technology ETF worth $313K as of Q2 2026.
Essex Financial Services left its Invesco S&P 500 Equal Weight Technology ETF share count unchanged in Q2 2026.
Invesco S&P 500 Equal Weight Technology ETF made up 0.02% of Essex Financial Services's portfolio in Q2 2026, its #641 holding.
Essex Financial Services first reported a position in Invesco S&P 500 Equal Weight Technology ETF in Q3 2025 and has held it in 4 quarters since.
501 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Technology ETF as of Q2 2026.

Based on Essex Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.