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

Financial Gravity Companies’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
2025 Q2	$17.7K	Buy	+434	New	+$15.7K	﹤0.01%	472
2024 Q4	$21K	Buy	562 +130	+30%	+$4.96K	﹤0.01%	437
2024 Q3	$16.3K	Buy	+432	New	+$15.7K	﹤0.01%	290
2018 Q4	$182K	Buy	+11,560	New	+$175K	0.17%	140
2018 Q1	$207K	Sell	13,580 -310	-2%	-$4.75K	0.21%	88
2017 Q4	$216K	Buy	+13,890	New	+$197K	0.25%	75

Other funds holding RSPT

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

DIP

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

RWM

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

Financial Gravity Companies's RSPT Position: Q2 2025 in Review

Financial Gravity Companies opened a new position in Invesco S&P 500 Equal Weight Technology ETF (RSPT) in Q2 2025: 434 shares worth $17.7K. The stake represents ﹤0.01% of the portfolio and ranks #472 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in RSPT as recently as Q4 2024.

Financial Gravity Companies first reported a position in RSPT in Q4 2017 and has held it in 6 quarters since. The position peaked at $216K in Q4 2017. 368 funds tracked by Wall St. Rank hold RSPT as of Q2 2025.

Financial Gravity Companies held 434 shares of Invesco S&P 500 Equal Weight Technology ETF worth $17.7K as of Q2 2025.
Invesco S&P 500 Equal Weight Technology ETF was a new Financial Gravity Companies position in Q2 2025.
Invesco S&P 500 Equal Weight Technology ETF made up ﹤0.01% of Financial Gravity Companies's portfolio in Q2 2025, its #472 holding.
Financial Gravity Companies first reported a position in Invesco S&P 500 Equal Weight Technology ETF in Q4 2017 and has held it in 6 quarters since.
Financial Gravity Companies's Invesco S&P 500 Equal Weight Technology ETF position peaked at $216K in Q4 2017.
368 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Technology ETF as of Q2 2025.

Based on Financial Gravity Companies's 13F filing for Q2 2025, filed 8 Aug 2025.