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

FWL 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
2026 Q1	–	Sell	-1,000	Closed	-$45.5K	–	394
2025 Q4	$45.5K	Hold	1,000	–	–	0.01%	166
2025 Q3	$44.6K	Hold	1,000	–	–	0.01%	155
2025 Q2	$40.8K	Sell	1,000 -500	-33%	-$18.1K	0.01%	160
2025 Q1	$51.3K	Hold	1,500	–	–	0.02%	141
2024 Q4	$56.1K	Hold	1,500	–	–	0.02%	142
2024 Q3	$56.5K	Sell	1,500 -2,400	-62%	-$87.5K	0.02%	114
2024 Q2	$143K	Sell	3,900 -4,000	-51%	-$139K	0.07%	59
2024 Q1	$278K	Sell	7,900 -8,000	-50%	-$270K	0.15%	50
2023 Q4	$519K	Sell	15,900 -1,100	-6%	-$32.3K	0.3%	39
2023 Q3	$479K	Buy	17,000 +250	+1%	+$7.3K	0.32%	34
2023 Q2	$493K	Hold	16,750	–	–	0.34%	37
2023 Q1	$462K	Buy	16,750 +11,750	+235%	+$310K	0.34%	35
2022 Q4	$121K	Buy	+5,000	New	+$122K	0.09%	63

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

FWL Investment Management's RSPT Position: Q1 2026 in Review

FWL Investment Management sold out of Invesco S&P 500 Equal Weight Technology ETF (RSPT) in Q1 2026, closing a stake of 1,000 shares — an estimated $45.5K sold.

FWL Investment Management first reported a position in RSPT in Q4 2022 and held it in 13 quarters. The position peaked at $519K in Q4 2023. 413 funds tracked by Wall St. Rank hold RSPT as of Q1 2026.

FWL Investment Management reported no remaining Invesco S&P 500 Equal Weight Technology ETF position as of Q1 2026 after selling out during the quarter.
FWL Investment Management sold 1,000 Invesco S&P 500 Equal Weight Technology ETF shares in Q1 2026, an estimated $45.5K.
FWL Investment Management first reported a position in Invesco S&P 500 Equal Weight Technology ETF in Q4 2022 and held it in 13 quarters.
FWL Investment Management's Invesco S&P 500 Equal Weight Technology ETF position peaked at $519K in Q4 2023.
413 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Technology ETF as of Q1 2026.

Based on FWL Investment Management's 13F filing for Q1 2026, filed 15 May 2026.