Independent Advisor Alliance’s Invesco S&P 500 Equal Weight Technology ETF RSPT Stock Holding History

Independent Advisor Alliance’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	$323K	Sell	5,000 -540,754	-99%	-$31M	0.01%	817
2026 Q1	$24.7M	Buy	545,754 +540,754	+10,815%	+$25.2M	0.27%	73
2025 Q4	$228K	Hold	5,000	–	–	0.01%	890
2025 Q3	$223K	Hold	5,000	–	–	0.01%	857
2025 Q2	$204K	Buy	+5,000	New	+$181K	0.01%	841
2025 Q1	–	Sell	-484,774	Closed	-$18.1M	–	1258
2024 Q4	$18.1M	Buy	+484,774	New	+$18.5M	0.24%	86

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

Independent Advisor Alliance's RSPT Position: Q2 2026 in Review

Independent Advisor Alliance reduced its Invesco S&P 500 Equal Weight Technology ETF (RSPT) stake by 99% in Q2 2026, selling an estimated $31M and leaving 5,000 shares worth $323K. The position accounts for 0.01% of the portfolio, ranked #817.

Independent Advisor Alliance first reported a position in RSPT in Q4 2024 and has held it in 6 quarters since. The position peaked at $24.7M in Q1 2026. 501 funds tracked by Wall St. Rank hold RSPT as of Q2 2026.

Independent Advisor Alliance held 5,000 shares of Invesco S&P 500 Equal Weight Technology ETF worth $323K as of Q2 2026.
Independent Advisor Alliance sold 540,754 Invesco S&P 500 Equal Weight Technology ETF shares in Q2 2026, an estimated $31M.
Invesco S&P 500 Equal Weight Technology ETF made up 0.01% of Independent Advisor Alliance's portfolio in Q2 2026, its #817 holding.
Independent Advisor Alliance first reported a position in Invesco S&P 500 Equal Weight Technology ETF in Q4 2024 and has held it in 6 quarters since.
Independent Advisor Alliance's Invesco S&P 500 Equal Weight Technology ETF position peaked at $24.7M in Q1 2026.
501 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Technology ETF as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.