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

GeoWealth 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 Q2	$2.97M	Buy	+46,120	New	+$2.65M	0.09%	136
2024 Q4	–	Sell	-3	Closed	-$113	–	1869
2024 Q3	$113	Buy	+3	New	+$109	﹤0.01%	1669
2024 Q1	–	Sell	-55,460	Closed	-$1.81M	–	897
2023 Q4	$1.81M	Buy	+55,460	New	+$1.63M	0.15%	129
2022 Q2	–	Sell	-116,280	Closed	-$3.36M	–	386
2022 Q1	$3.36M	Sell	116,280 -65,270	-36%	-$1.89M	0.3%	81
2021 Q4	$5.88M	Sell	181,550 -128,640	-41%	-$3.98M	0.48%	57
2021 Q3	$8.94M	Sell	310,190 -19,050	-6%	-$566K	0.74%	41
2021 Q2	$9.55M	Sell	329,240 -2,020	-0.6%	-$56.4K	1.21%	20
2021 Q1	$8.94M	Sell	331,260 -14,200	-4%	-$372K	1.39%	15
2020 Q4	$8.77M	Buy	345,460 +159,190	+85%	+$3.69M	1.41%	14
2020 Q3	$3.91M	Buy	+186,270	New	+$3.88M	1.18%	25

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

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

DIP

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

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

GeoWealth Management's RSPT Position: Q2 2026 in Review

GeoWealth Management opened a new position in Invesco S&P 500 Equal Weight Technology ETF (RSPT) in Q2 2026: 46,120 shares worth $2.97M. The stake represents 0.09% of the portfolio and ranks #136 among its holdings. This is a return to the name: GeoWealth Management previously reported a position in RSPT as recently as Q3 2024.

GeoWealth Management first reported a position in RSPT in Q3 2020 and has held it in 10 quarters since. The position peaked at $9.55M in Q2 2021. 501 funds tracked by Wall St. Rank hold RSPT as of Q2 2026.

GeoWealth Management held 46,120 shares of Invesco S&P 500 Equal Weight Technology ETF worth $2.97M as of Q2 2026.
Invesco S&P 500 Equal Weight Technology ETF was a new GeoWealth Management position in Q2 2026.
Invesco S&P 500 Equal Weight Technology ETF made up 0.09% of GeoWealth Management's portfolio in Q2 2026, its #136 holding.
GeoWealth Management first reported a position in Invesco S&P 500 Equal Weight Technology ETF in Q3 2020 and has held it in 10 quarters since.
GeoWealth Management's Invesco S&P 500 Equal Weight Technology ETF position peaked at $9.55M in Q2 2021.
501 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Technology ETF as of Q2 2026.

Based on GeoWealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.