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

Integrated Wealth Concepts’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	$206K	Buy	+3,201	New	+$184K	﹤0.01%	2214
2025 Q2	–	Sell	-15,876	Closed	-$543K	–	1988
2025 Q1	$543K	Sell	15,876 -8,688	-35%	-$325K	0.01%	1110
2024 Q4	$919K	Buy	24,564 +6,317	+35%	+$241K	0.01%	855
2024 Q3	$688K	Sell	18,247 -19,647	-52%	-$716K	0.01%	951
2024 Q2	$1.39M	Buy	37,894 +2,986	+9%	+$104K	0.02%	623
2024 Q1	$1.23M	Buy	34,908 +344	+1%	+$11.6K	0.02%	678
2023 Q4	$1.13M	Buy	34,564 +7,207	+26%	+$212K	0.02%	681
2023 Q3	$770K	Buy	27,357 +917	+3%	+$26.8K	0.01%	802
2023 Q2	$778K	Buy	26,440 +4,880	+23%	+$133K	0.01%	788
2023 Q1	$595K	Buy	+21,560	New	+$568K	0.01%	799

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

Integrated Wealth Concepts's RSPT Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in Invesco S&P 500 Equal Weight Technology ETF (RSPT) in Q2 2026: 3,201 shares worth $206K. The stake represents ﹤0.01% of the portfolio and ranks #2214 among its holdings. This is a return to the name: Integrated Wealth Concepts previously reported a position in RSPT as recently as Q1 2025.

Integrated Wealth Concepts first reported a position in RSPT in Q1 2023 and has held it in 10 quarters since. The position peaked at $1.39M in Q2 2024. 501 funds tracked by Wall St. Rank hold RSPT as of Q2 2026.

Integrated Wealth Concepts held 3,201 shares of Invesco S&P 500 Equal Weight Technology ETF worth $206K as of Q2 2026.
Invesco S&P 500 Equal Weight Technology ETF was a new Integrated Wealth Concepts position in Q2 2026.
Invesco S&P 500 Equal Weight Technology ETF made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #2214 holding.
Integrated Wealth Concepts first reported a position in Invesco S&P 500 Equal Weight Technology ETF in Q1 2023 and has held it in 10 quarters since.
Integrated Wealth Concepts's Invesco S&P 500 Equal Weight Technology ETF position peaked at $1.39M in Q2 2024.
501 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Technology ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.