Focus Partners Wealth
RSPT icon

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

Focus Partners Wealth’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 		$513K Sell
11,324
-226
-2% -$10.5K ﹤0.01% 1918
2025
Q4 		$526K Buy
11,550
+3,664
+46% +$166K ﹤0.01% 1929
2025
Q3 		$352K Sell
7,886
-335
-4% -$14.1K ﹤0.01% 1773
2025
Q2 		$335K Buy
8,221
+735
+10% +$26.6K ﹤0.01% 1622
2025
Q1 		$256K Sell
7,486
-1,861
-20% -$69.7K ﹤0.01% 1650
2024
Q4 		$350K Sell
9,347
-634
-6% -$24.2K ﹤0.01% 1481
2024
Q3 		$376K Buy
+9,981
New +$364K ﹤0.01% 1247

Other funds holding RSPT

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Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
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