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

HB 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 		$9.56M Sell
148,202
-111
-0.1% -$6.37K 0.05% 175
2026
Q1 		$6.71M Buy
148,313
+3
+0% +$140 0.04% 210
2025
Q4 		$6.75M Sell
148,310
-5,222
-3% -$237K 0.04% 213
2025
Q3 		$6.84M Buy
153,532
+4
+0% +$168 0.05% 207
2025
Q2 		$6.26M Buy
153,528
+9,415
+7% +$341K 0.05% 193
2025
Q1 		$4.93M Buy
144,113
+128,255
+809% +$4.8M 0.04% 234
2024
Q4 		$593K Sell
15,858
-15
-0.1% -$572 0.01% 564
2024
Q3 		$598K Buy
15,873
+5
+0% +$182 0.01% 527
2024
Q2 		$582K Buy
15,868
+4
+0% +$139 0.01% 500
2024
Q1 		$558K Sell
15,864
-171
-1% -$5.76K 0.01% 466
2023
Q4 		$523K Buy
16,035
+6
+0% +$176 0.01% 442
2023
Q3 		$451K Buy
16,029
+9
+0.1% +$263 0.01% 461
2023
Q2 		$471K Hold
16,020
– – 0.01% 429
2023
Q1 		$442K Buy
16,020
+10
+0.1% +$264 0.01% 442
2022
Q4 		$389K Sell
16,010
-810
-5% -$19.8K 0.01% 454
2022
Q3 		$381K Sell
16,820
-1,240
-7% -$31.7K 0.01% 393
2022
Q2 		$427K Sell
18,060
-740
-4% -$19.1K 0.01% 372
2022
Q1 		$544K Sell
18,800
-1,260
-6% -$36.5K 0.01% 337
2021
Q4 		$650K Buy
+20,060
New +$621K 0.01% 281

Other funds holding RSPT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
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
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
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

HB Wealth Management's RSPT Position: Q2 2026 in Review

HB Wealth Management reduced its Invesco S&P 500 Equal Weight Technology ETF (RSPT) stake by 0.07% in Q2 2026, selling an estimated $6.37K and leaving 148,202 shares worth $9.56M. The position accounts for 0.05% of the portfolio, ranked #175.

HB Wealth Management first reported a position in RSPT in Q4 2021 and has held it in 19 quarters since. 500 funds tracked by Wall St. Rank hold RSPT as of Q2 2026.

  • HB Wealth Management held 148,202 shares of Invesco S&P 500 Equal Weight Technology ETF worth $9.56M as of Q2 2026.
  • HB Wealth Management sold 111 Invesco S&P 500 Equal Weight Technology ETF shares in Q2 2026, an estimated $6.37K.
  • Invesco S&P 500 Equal Weight Technology ETF made up 0.05% of HB Wealth Management's portfolio in Q2 2026, its #175 holding.
  • HB Wealth Management first reported a position in Invesco S&P 500 Equal Weight Technology ETF in Q4 2021 and has held it in 19 quarters since.
  • 500 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Technology ETF as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.