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

IMA 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 Q2	$117K	Buy	+1,818	New	+$104K	0.01%	395
2017 Q3	–	Sell	-137,650	Closed	-$1.72M	–	132
2017 Q2	$1.72M	Sell	137,650 -29,250	-18%	-$364K	0.83%	40
2017 Q1	$2.02M	Sell	166,900 -67,000	-29%	-$780K	1.01%	33
2016 Q4	$2.54M	Sell	233,900 -51,700	-18%	-$551K	1.56%	23
2016 Q3	$3.01M	Buy	285,600 +1,400	+0.5%	+$14.2K	1.72%	21
2016 Q2	$2.67M	Buy	+284,200	New	+$2.64M	1.67%	21

Other funds holding RSPT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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 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 Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

IMA Advisory Services's RSPT Position: Q2 2026 in Review

IMA Advisory Services opened a new position in Invesco S&P 500 Equal Weight Technology ETF (RSPT) in Q2 2026: 1,818 shares worth $117K. The stake represents 0.01% of the portfolio and ranks #395 among its holdings. This is a return to the name: IMA Advisory Services previously reported a position in RSPT as recently as Q2 2017.

IMA Advisory Services first reported a position in RSPT in Q2 2016 and has held it in 6 quarters since. The position peaked at $3.01M in Q3 2016. 500 funds tracked by Wall St. Rank hold RSPT as of Q2 2026.

IMA Advisory Services held 1,818 shares of Invesco S&P 500 Equal Weight Technology ETF worth $117K as of Q2 2026.
Invesco S&P 500 Equal Weight Technology ETF was a new IMA Advisory Services position in Q2 2026.
Invesco S&P 500 Equal Weight Technology ETF made up 0.01% of IMA Advisory Services's portfolio in Q2 2026, its #395 holding.
IMA Advisory Services first reported a position in Invesco S&P 500 Equal Weight Technology ETF in Q2 2016 and has held it in 6 quarters since.
IMA Advisory Services's Invesco S&P 500 Equal Weight Technology ETF position peaked at $3.01M in Q3 2016.
500 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Technology ETF as of Q2 2026.

Based on IMA Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.