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

Graham Capital Wealth 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	$7.84M	Sell	121,585 -28,839	-19%	-$1.65M	6.06%	2
2026 Q1	$6.81M	Sell	150,424 -29,905	-17%	-$1.4M	6.05%	2
2025 Q4	$8.21M	Buy	180,329 +24,599	+16%	+$1.12M	7.54%	1
2025 Q3	$6.94M	Buy	+155,730	New	+$6.54M	7.07%	1

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

Graham Capital Wealth Management's RSPT Position: Q2 2026 in Review

Graham Capital Wealth Management reduced its Invesco S&P 500 Equal Weight Technology ETF (RSPT) stake by 19% in Q2 2026, selling an estimated $1.65M and leaving 121,585 shares worth $7.84M. The position accounts for 6.06% of the portfolio, ranked #2.

Graham Capital Wealth Management first reported a position in RSPT in Q3 2025 and has held it in 4 quarters since. The position peaked at $8.21M in Q4 2025. 500 funds tracked by Wall St. Rank hold RSPT as of Q2 2026.

Graham Capital Wealth Management held 121,585 shares of Invesco S&P 500 Equal Weight Technology ETF worth $7.84M as of Q2 2026.
Graham Capital Wealth Management sold 28,839 Invesco S&P 500 Equal Weight Technology ETF shares in Q2 2026, an estimated $1.65M.
Invesco S&P 500 Equal Weight Technology ETF made up 6.06% of Graham Capital Wealth Management's portfolio in Q2 2026, its #2 holding.
Graham Capital Wealth Management first reported a position in Invesco S&P 500 Equal Weight Technology ETF in Q3 2025 and has held it in 4 quarters since.
Graham Capital Wealth Management's Invesco S&P 500 Equal Weight Technology ETF position peaked at $8.21M in Q4 2025.
500 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Technology ETF as of Q2 2026.

Based on Graham Capital Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.