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

Horizon 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
2025 Q4	–	Sell	-1,090,352	Closed	-$48.6M	–	139
2025 Q3	$48.6M	Buy	+1,090,352	New	+$45.8M	7.14%	3
2024 Q3	–	Sell	-65,058	Closed	-$2.39M	–	90
2024 Q2	$2.39M	Sell	65,058 -625	-1%	-$21.7K	0.57%	20
2024 Q1	$2.31M	Sell	65,683 -532	-0.8%	-$17.9K	0.6%	19
2023 Q4	$2.16M	Sell	66,215 -2,100	-3%	-$61.7K	0.6%	20
2023 Q3	$1.92M	Buy	68,315 +3,635	+6%	+$106K	0.77%	16
2023 Q2	$1.9M	Buy	64,680 +27,780	+75%	+$760K	0.75%	18
2023 Q1	$1.02M	Buy	+36,900	New	+$973K	0.76%	20

Other funds holding RSPT

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

BWFA

Baltimore-Washington Financial Advisors Columbia, Maryland $2.32B AUM 16.8% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

DIP

Davis Investment Partners Charlotte, North Carolina $283M AUM 24.98% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Horizon Wealth Management's RSPT Position: Q4 2025 in Review

Horizon Wealth Management sold out of Invesco S&P 500 Equal Weight Technology ETF (RSPT) in Q4 2025, closing a stake of 1,090,352 shares — an estimated $48.6M sold.

Horizon Wealth Management first reported a position in RSPT in Q1 2023 and held it in 7 quarters. The position peaked at $48.6M in Q3 2025. 392 funds tracked by Wall St. Rank hold RSPT as of Q4 2025.

Horizon Wealth Management reported no remaining Invesco S&P 500 Equal Weight Technology ETF position as of Q4 2025 after selling out during the quarter.
Horizon Wealth Management sold 1,090,352 Invesco S&P 500 Equal Weight Technology ETF shares in Q4 2025, an estimated $48.6M.
Horizon Wealth Management first reported a position in Invesco S&P 500 Equal Weight Technology ETF in Q1 2023 and held it in 7 quarters.
Horizon Wealth Management's Invesco S&P 500 Equal Weight Technology ETF position peaked at $48.6M in Q3 2025.
392 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Technology ETF as of Q4 2025.

Based on Horizon Wealth Management's 13F filing for Q4 2025, filed 4 Feb 2026.