Kaizen Financial Strategies’s Invesco S&P 500 Equal Weight Technology ETF RSPT Stock Holding History

Kaizen Financial Strategies’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 Q3	$1.08M	Hold	16,400	–	–	0.42%	37
2026 Q2	$1.04M	Sell	16,400 -1,469	-8%	-$84.3K	0.34%	54
2026 Q1	$905K	Buy	17,869 +1,469	+9%	+$68.5K	0.38%	47
2025 Q4	$746K	Hold	16,400	–	–	0.33%	52
2025 Q3	$743K	Hold	16,400	–	–	0.34%	53
2025 Q2	$669K	Sell	16,400 -200	-1%	-$7.24K	0.34%	55
2025 Q1	$568K	Hold	16,600	–	–	0.33%	57
2024 Q4	$621K	Hold	16,600	–	–	0.35%	49
2024 Q3	$626K	Hold	16,600	–	–	0.36%	49
2024 Q2	$594K	Hold	16,600	–	–	0.37%	45
2024 Q1	$584K	Hold	16,600	–	–	0.4%	46
2023 Q4	$542K	Hold	16,600	–	–	0.41%	43
2023 Q3	$467K	Hold	16,600	–	–	0.39%	44
2023 Q2	$494K	Hold	16,600	–	–	0.42%	42
2023 Q1	$458K	Hold	16,600	–	–	0.45%	43
2022 Q4	$430K	Sell	16,600 -500	-3%	-$12.2K	0.42%	53
2022 Q3	$387K	Buy	17,100 +900	+6%	+$23K	0.39%	63
2022 Q2	$383K	Hold	16,200	–	–	0.38%	67
2022 Q1	$468K	Hold	16,200	–	–	0.37%	66
2021 Q4	$525K	Hold	16,200	–	–	0.39%	65
2021 Q3	$467K	Buy	+16,200	New	+$481K	0.38%	69
2021 Q1	$437K	Hold	16,200	–	–	0.42%	74
2020 Q4	$411K	Buy	+16,200	New	+$376K	0.46%	70

Other funds holding RSPT

NRS

Neville Rodie & Shaw New York $1.48B AUM 34.49% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

AIA

Aventus Investment Advisors Naples, Florida $137M AUM 14.14% 1-Year Est. Return

LPT

Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return

BWM

Bullock Wealth Management Bloomington, Indiana $241M AUM 23.31% 1-Year Est. Return

GRWP

Green Ridge Wealth Planning Montville, New Jersey $249M AUM 26.89% 1-Year Est. Return

PFS

Paller Financial Services Centennial, Colorado $130M AUM 16.01% 1-Year Est. Return

GWSA

Global Wealth Strategies & Associates Denver, Colorado $546M AUM 14.96% 1-Year Est. Return

MCM

Monument Capital Management Alexandria, Virginia $480M AUM 43.68% 1-Year Est. Return

MWM

Moulton Wealth Management Spokane, Washington $148M AUM 13.1% 1-Year Est. Return

Kaizen Financial Strategies's RSPT Position: Q3 2026 in Review

Kaizen Financial Strategies held its Invesco S&P 500 Equal Weight Technology ETF (RSPT) position steady in Q3 2026 at 16,400 shares worth $1.08M. The position accounts for 0.42% of the portfolio, ranked #37.

Kaizen Financial Strategies first reported a position in RSPT in Q4 2020 and has held it in 23 quarters since. 24 funds tracked by Wall St. Rank hold RSPT as of Q3 2026.

Kaizen Financial Strategies held 16,400 shares of Invesco S&P 500 Equal Weight Technology ETF worth $1.08M as of Q3 2026.
Kaizen Financial Strategies left its Invesco S&P 500 Equal Weight Technology ETF share count unchanged in Q3 2026.
Invesco S&P 500 Equal Weight Technology ETF made up 0.42% of Kaizen Financial Strategies's portfolio in Q3 2026, its #37 holding.
Kaizen Financial Strategies first reported a position in Invesco S&P 500 Equal Weight Technology ETF in Q4 2020 and has held it in 23 quarters since.
24 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Technology ETF as of Q3 2026.

Based on Kaizen Financial Strategies's 13F filing for Q3 2026, filed 9 Oct 2026.