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HBW Advisory Services’s Invesco S&P 500 Equal Weight Technology ETF RSPT Stock Holding History

HBW Advisory Services’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
-5,237
Closed -$238K – 466
2025
Q4 		$238K Buy
+5,237
New +$238K 0.03% 381
2025
Q3 		– Sell
-7,083
Closed -$289K – 444
2025
Q2 		$289K Sell
7,083
-1,344
-16% -$48.7K 0.04% 324
2025
Q1 		$288K Sell
8,427
-4,128
-33% -$155K 0.04% 295
2024
Q4 		$470K Buy
12,555
+2,421
+24% +$92.3K 0.05% 214
2024
Q3 		$382K Sell
10,134
-2,848
-22% -$104K 0.06% 237
2024
Q2 		$476K Sell
12,982
-6,852
-35% -$238K 0.08% 198
2024
Q1 		$647K Hold
19,834
– – 0.12% 160
2023
Q4 		$647K Buy
19,834
+12,163
+159% +$357K 0.12% 160
2023
Q3 		$216K Sell
7,671
-1,939
-20% -$56.6K 0.05% 255
2023
Q2 		$283K Buy
9,610
+820
+9% +$22.4K 0.06% 237
2023
Q1 		$243K Buy
+8,790
New +$232K 0.06% 229
2022
Q3 		– Sell
-10,590
Closed -$250K – 244
2022
Q2 		$250K Buy
+10,590
New +$274K 0.06% 192

Other funds holding RSPT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
RWM
RMG Wealth Management Platteville, Wisconsin $866M AUM 11.95% 1-Year Est. Return
BWFA
Baltimore-Washington Financial Advisors Columbia, Maryland $2.32B AUM 16.8% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
DIP
Davis Investment Partners Charlotte, North Carolina $283M AUM 24.98% 1-Year Est. Return