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

HHM Wealth Advisors’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 Q3	$2.87M	Hold	43,550	–	–	0.27%	30
2026 Q2	$2.81M	Hold	43,550	–	–	0.28%	31
2026 Q1	$1.97M	Sell	43,550 -5,395	-11%	-$252K	0.23%	42
2025 Q4	$2.23M	Sell	48,945 -1,620	-3%	-$73.5K	0.26%	35
2025 Q3	$2.25M	Hold	50,565	–	–	0.26%	36
2025 Q2	$2.06M	Sell	50,565 -5,800	-10%	-$210K	0.25%	38
2025 Q1	$1.93M	Buy	56,365 +9,145	+19%	+$343K	0.26%	39
2024 Q4	$1.77M	Hold	47,220	–	–	0.24%	43
2024 Q3	$1.78M	Hold	47,220	–	–	0.25%	39
2024 Q2	$1.73M	Buy	47,220 +7,400	+19%	+$257K	0.26%	36
2024 Q1	$1.4M	Hold	39,820	–	–	0.23%	38
2023 Q4	$1.3M	Hold	39,820	–	–	0.23%	37
2023 Q3	$1.12M	Buy	39,820 +350	+0.9%	+$10.2K	0.22%	35
2023 Q2	$1.16M	Buy	39,470 +4,250	+12%	+$116K	0.22%	35
2023 Q1	$972K	Buy	35,220 +2,250	+7%	+$59.3K	0.2%	40
2022 Q4	$801K	Buy	32,970 +4,000	+14%	+$97.8K	0.18%	41
2022 Q3	$656K	Hold	28,970	–	–	0.17%	43
2022 Q2	$685K	Hold	28,970	–	–	0.18%	50
2022 Q1	$838K	Hold	28,970	–	–	0.2%	43
2021 Q4	$939K	Hold	28,970	–	–	0.23%	37
2021 Q3	$835K	Hold	28,970	–	–	0.23%	38
2021 Q2	$840K	Hold	28,970	–	–	0.23%	38
2021 Q1	$782K	Buy	28,970 +1,500	+5%	+$39.3K	0.24%	36
2020 Q4	$697K	Hold	27,470	–	–	0.24%	37
2020 Q3	$579K	Buy	27,470 +13,400	+95%	+$279K	0.23%	39
2020 Q2	$280K	Hold	14,070	–	–	0.12%	65
2020 Q1	$224K	Hold	14,070	–	–	0.11%	70
2019 Q4	$279K	Hold	14,070	–	–	0.13%	63
2019 Q3	$252K	Hold	14,070	–	–	0.14%	66
2019 Q2	$250K	Hold	14,070	–	–	0.15%	62
2019 Q1	$239K	Sell	14,070 -1,750	-11%	-$27.9K	0.15%	59
2018 Q4	$223K	Buy	+15,820	New	+$240K	0.16%	55

Other funds holding RSPT

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

RMG Wealth Management Platteville, Wisconsin $967M AUM 11.65% 1-Year Est. Return

Davis Investment Partners Charlotte, North Carolina $322M AUM 27.74% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Baker Avenue Asset Management San Francisco, California $5.35B AUM 26.77% 1-Year Est. Return

Rockport Wealth Fairview Park, Ohio $571M AUM 17.22% 1-Year Est. Return

StoneX Group New York $2.75B AUM 24.13% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Kingswood Wealth Advisors San Diego, California $2.6B AUM 27.46% 1-Year Est. Return

HHM Wealth Advisors's RSPT Position: Q3 2026 in Review

HHM Wealth Advisors held its Invesco S&P 500 Equal Weight Technology ETF (RSPT) position steady in Q3 2026 at 43,550 shares worth $2.87M. The position accounts for 0.27% of the portfolio, ranked #30.

HHM Wealth Advisors first reported a position in RSPT in Q4 2018 and has held it in 32 quarters since. 338 funds tracked by Wall St. Rank hold RSPT as of Q3 2026.

HHM Wealth Advisors held 43,550 shares of Invesco S&P 500 Equal Weight Technology ETF worth $2.87M as of Q3 2026.
HHM Wealth Advisors left its Invesco S&P 500 Equal Weight Technology ETF share count unchanged in Q3 2026.
Invesco S&P 500 Equal Weight Technology ETF made up 0.27% of HHM Wealth Advisors's portfolio in Q3 2026, its #30 holding.
HHM Wealth Advisors first reported a position in Invesco S&P 500 Equal Weight Technology ETF in Q4 2018 and has held it in 32 quarters since.
338 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Technology ETF as of Q3 2026.

Based on HHM Wealth Advisors's 13F filing for Q3 2026, filed 10 Nov 2026.