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Freedom Investment Management’s Invesco S&P 500 Equal Weight Technology ETF RSPT Stock Holding History

Freedom Investment 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
2025
Q3 		– Sell
-32,542
Closed -$1.33M – 578
2025
Q2 		$1.33M Sell
32,542
-617
-2% -$22.3K 0.11% 178
2025
Q1 		$1.13M Sell
33,159
-3,686
-10% -$138K 0.1% 196
2024
Q4 		$1.38M Sell
36,845
-4,397
-11% -$168K 0.11% 164
2024
Q3 		$1.55M Sell
41,242
-2,763
-6% -$101K 0.12% 151
2024
Q2 		$1.61M Sell
44,005
-8,895
-17% -$309K 0.13% 145
2024
Q1 		$1.86M Sell
52,900
-15,584
-23% -$525K 0.15% 134
2023
Q4 		$2.24M Sell
68,484
-8,616
-11% -$253K 0.18% 98
2023
Q3 		$2.17M Buy
+77,100
New +$2.25M 0.27% 84
2023
Q2 		– Sell
-256,270
Closed -$7.07M – 761
2023
Q1 		$7.07M Sell
256,270
-219,670
-46% -$5.79M 0.8% 14
2022
Q4 		$11.6M Buy
475,940
+3,470
+0.7% +$84.8K 1.3% 5
2022
Q3 		$10.7M Buy
472,470
+7,090
+2% +$181K 1.23% 6
2022
Q2 		$11M Sell
465,380
-31,470
-6% -$814K 1.17% 6
2022
Q1 		$14.4M Buy
496,850
+276,630
+126% +$8.02M 1.29% 5
2021
Q4 		$7.14M Buy
220,220
+180,090
+449% +$5.58M 0.52% 33
2021
Q3 		$1.16M Sell
40,130
-1,020
-2% -$30.3K 0.09% 295
2021
Q2 		$1.19M Sell
41,150
-1,420
-3% -$39.7K 0.09% 279
2021
Q1 		$1.15M Buy
+42,570
New +$1.11M 0.09% 267
2018
Q3 		– Sell
-194,800
Closed -$3.09M – 968
2018
Q2 		$3.09M Buy
194,800
+4,310
+2% +$67.8K 0.19% 87
2018
Q1 		$2.88M Buy
190,490
+1,070
+0.6% +$16.4K 0.15% 104
2017
Q4 		$2.71M Buy
189,420
+1,460
+0.8% +$20.7K 0.14% 103
2017
Q3 		$2.54M Buy
187,960
+23,530
+14% +$307K 0.14% 102
2017
Q2 		$2.05M Buy
164,430
+15,340
+10% +$191K 0.12% 120
2017
Q1 		$1.8M Buy
149,090
+12,520
+9% +$146K 0.1% 139
2016
Q4 		$1.48M Buy
+136,570
New +$1.45M 0.09% 155

Other funds holding RSPT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BWFA
Baltimore-Washington Financial Advisors Columbia, Maryland $2.32B AUM 16.8% 1-Year Est. Return
RWM
RMG Wealth Management Platteville, Wisconsin $866M AUM 11.95% 1-Year Est. Return
DIP
Davis Investment Partners Charlotte, North Carolina $283M AUM 24.98% 1-Year Est. Return

Freedom Investment Management's RSPT Position: Q3 2025 in Review

Freedom Investment Management sold out of Invesco S&P 500 Equal Weight Technology ETF (RSPT) in Q3 2025, closing a stake of 32,542 shares — an estimated $1.33M sold.

Freedom Investment Management first reported a position in RSPT in Q4 2016 and held it in 24 quarters. The position peaked at $14.4M in Q1 2022. 365 funds tracked by Wall St. Rank hold RSPT as of Q3 2025.

  • Freedom Investment Management reported no remaining Invesco S&P 500 Equal Weight Technology ETF position as of Q3 2025 after selling out during the quarter.
  • Freedom Investment Management sold 32,542 Invesco S&P 500 Equal Weight Technology ETF shares in Q3 2025, an estimated $1.33M.
  • Freedom Investment Management first reported a position in Invesco S&P 500 Equal Weight Technology ETF in Q4 2016 and held it in 24 quarters.
  • Freedom Investment Management's Invesco S&P 500 Equal Weight Technology ETF position peaked at $14.4M in Q1 2022.
  • 365 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Technology ETF as of Q3 2025.

Based on Freedom Investment Management's 13F filing for Q3 2025, filed 14 Nov 2025.