Financial Gravity Asset Management’s Invesco S&P 500 Equal Weight Technology ETF RSPT Stock Holding History

Financial Gravity Asset 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 Q1	$9.46K	Buy	209 +65	+45%	+$3.03K	﹤0.01%	584
2025 Q4	$6.55K	Sell	144 -225	-61%	-$10.2K	﹤0.01%	534
2025 Q3	$16.4K	Buy	+369	New	+$15.5K	﹤0.01%	466
2025 Q1	$19.2K	Buy	+560	New	+$21K	﹤0.01%	484
2024 Q2	$5.28K	Hold	144	–	–	﹤0.01%	590
2024 Q1	$4.7K	Sell	144 -285	-66%	-$9.61K	﹤0.01%	580
2023 Q4	$14K	Buy	+429	New	+$12.6K	﹤0.01%	436
2021 Q3	$288K	Sell	330 -10	-3%	-$297	0.14%	125
2021 Q2	$290K	Buy	+340	New	+$9.5K	0.1%	127
2019 Q4	$11K	Sell	560 -105,320	-99%	-$1.98M	0.01%	1180
2019 Q3	$1.89M	Sell	105,880 -33,370	-24%	-$598K	1.63%	11
2019 Q2	$2.47M	Sell	139,250 -39,210	-22%	-$680K	2.03%	3
2019 Q1	$3.1M	Buy	+178,460	New	+$2.84M	2.51%	4
2018 Q3	$170K	Sell	11,600 -450	-4%	-$7.45K	0.18%	148
2018 Q2	$197K	Sell	12,050 -1,530	-11%	-$24.1K	0.18%	114
2018 Q1	$207K	Buy	+13,580	New	+$208K	0.21%	88

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

RWM

RMG Wealth Management Platteville, Wisconsin $969M AUM 18.56% 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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

DIP

Davis Investment Partners Charlotte, North Carolina $328M AUM 36.73% 1-Year Est. Return

Financial Gravity Asset Management's RSPT Position: Q1 2026 in Review

Financial Gravity Asset Management increased its Invesco S&P 500 Equal Weight Technology ETF (RSPT) stake by 45% in Q1 2026, buying an estimated $3.03K and bringing the position to 209 shares worth $9.46K. The position accounts for ﹤0.01% of the portfolio, ranked #584.

Financial Gravity Asset Management first reported a position in RSPT in Q1 2018 and has held it in 16 quarters since. The position peaked at $3.1M in Q1 2019. 412 funds tracked by Wall St. Rank hold RSPT as of Q1 2026.

Financial Gravity Asset Management held 209 shares of Invesco S&P 500 Equal Weight Technology ETF worth $9.46K as of Q1 2026.
Financial Gravity Asset Management bought 65 Invesco S&P 500 Equal Weight Technology ETF shares in Q1 2026, an estimated $3.03K.
Invesco S&P 500 Equal Weight Technology ETF made up ﹤0.01% of Financial Gravity Asset Management's portfolio in Q1 2026, its #584 holding.
Financial Gravity Asset Management first reported a position in Invesco S&P 500 Equal Weight Technology ETF in Q1 2018 and has held it in 16 quarters since.
Financial Gravity Asset Management's Invesco S&P 500 Equal Weight Technology ETF position peaked at $3.1M in Q1 2019.
412 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Technology ETF as of Q1 2026.

Based on Financial Gravity Asset Management's 13F filing for Q1 2026, filed 8 May 2026.