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

IAG Wealth Partners’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
-66
Closed -$3K – 525
2025
Q4 		$3K Hold
66
– – ﹤0.01% 434
2025
Q3 		$2.94K Buy
+66
New +$2.77K ﹤0.01% 454

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 $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B 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 $666B 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 $570B AUM 27.57% 1-Year Est. Return
DIP
Davis Investment Partners Charlotte, North Carolina $283M AUM 24.98% 1-Year Est. Return

IAG Wealth Partners's RSPT Position: Q1 2026 in Review

IAG Wealth Partners sold out of Invesco S&P 500 Equal Weight Technology ETF (RSPT) in Q1 2026, closing a stake of 66 shares — an estimated $3K sold.

IAG Wealth Partners first reported a position in RSPT in Q3 2025 and held it in 2 quarters. The position peaked at $3K in Q4 2025. 411 funds tracked by Wall St. Rank hold RSPT as of Q1 2026.

  • IAG Wealth Partners reported no remaining Invesco S&P 500 Equal Weight Technology ETF position as of Q1 2026 after selling out during the quarter.
  • IAG Wealth Partners sold 66 Invesco S&P 500 Equal Weight Technology ETF shares in Q1 2026, an estimated $3K.
  • IAG Wealth Partners first reported a position in Invesco S&P 500 Equal Weight Technology ETF in Q3 2025 and held it in 2 quarters.
  • IAG Wealth Partners's Invesco S&P 500 Equal Weight Technology ETF position peaked at $3K in Q4 2025.
  • 411 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Technology ETF as of Q1 2026.

Based on IAG Wealth Partners's 13F filing for Q1 2026, filed 29 Apr 2026.