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

Evergreen Wealth Solutions’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 		$779K Buy
11,693
+8
+0.1% +$459 0.04% 236
2026
Q1 		$529K Buy
+11,685
New +$545K 0.04% 241

Other funds holding RSPT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
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
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
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Evergreen Wealth Solutions's RSPT Position: Q2 2026 in Review

Evergreen Wealth Solutions increased its Invesco S&P 500 Equal Weight Technology ETF (RSPT) stake by 0.07% in Q2 2026, buying an estimated $459 and bringing the position to 11,693 shares worth $779K. The position accounts for 0.04% of the portfolio, ranked #236.

Evergreen Wealth Solutions first reported a position in RSPT in Q1 2026 and has held it in 2 quarters since. 501 funds tracked by Wall St. Rank hold RSPT as of Q2 2026.

  • Evergreen Wealth Solutions held 11,693 shares of Invesco S&P 500 Equal Weight Technology ETF worth $779K as of Q2 2026.
  • Evergreen Wealth Solutions bought 8 Invesco S&P 500 Equal Weight Technology ETF shares in Q2 2026, an estimated $459.
  • Invesco S&P 500 Equal Weight Technology ETF made up 0.04% of Evergreen Wealth Solutions's portfolio in Q2 2026, its #236 holding.
  • Evergreen Wealth Solutions first reported a position in Invesco S&P 500 Equal Weight Technology ETF in Q1 2026 and has held it in 2 quarters since.
  • 501 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Technology ETF as of Q2 2026.

Based on Evergreen Wealth Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.