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

Laidlaw Wealth Management’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
2025 Q3	–	Sell	-6,790	Closed	-$277K	–	67
2025 Q2	$277K	Hold	6,790	–	–	0.8%	35
2025 Q1	$232K	Sell	6,790 -107,780	-94%	-$4.04M	0.68%	41
2024 Q4	$4.29M	Hold	114,570	–	–	1.87%	11
2024 Q3	$4.32M	Hold	114,570	–	–	2.14%	8
2024 Q2	$4.2M	Hold	114,570	–	–	2.31%	8
2024 Q1	$4.03M	Sell	114,570 -411	-0.4%	-$13.9K	2.25%	8
2023 Q4	$3.75M	Sell	114,981 -475	-0.4%	-$14K	1.36%	13
2023 Q3	$3.25M	Sell	115,456 -4,504	-4%	-$132K	1.07%	19
2023 Q2	$3.53M	Sell	119,960 -3,200	-3%	-$87.5K	0.69%	34
2023 Q1	$3.4M	Sell	123,160 -12,870	-9%	-$339K	0.69%	33
2022 Q4	$3.31M	Buy	+136,030	New	+$3.33M	0.71%	34
2022 Q3	–	Sell	-11,460	Closed	-$271K	–	364
2022 Q2	$271K	Buy	11,460 +3,830	+50%	+$99.1K	0.06%	289
2022 Q1	$221K	Buy	7,630 +80	+1%	+$2.32K	0.04%	355
2021 Q4	$245K	Hold	7,550	–	–	0.04%	346
2021 Q3	$218K	Buy	7,550 +300	+4%	+$8.91K	0.06%	228
2021 Q2	$210K	Buy	+7,250	New	+$203K	0.05%	242

Other funds holding RSPT

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BWFA

Baltimore-Washington Financial Advisors Columbia, Maryland $2.32B AUM 16.8% 1-Year Est. Return

RWM

RMG Wealth Management Platteville, Wisconsin $866M AUM 11.95% 1-Year Est. Return

DIP

Davis Investment Partners Charlotte, North Carolina $283M AUM 24.98% 1-Year Est. Return

Laidlaw Wealth Management's RSPT Position: Q3 2025 in Review

Laidlaw Wealth Management sold out of Invesco S&P 500 Equal Weight Technology ETF (RSPT) in Q3 2025, closing a stake of 6,790 shares — an estimated $277K sold.

Laidlaw Wealth Management first reported a position in RSPT in Q2 2021 and held it in 16 quarters. The position peaked at $4.32M in Q3 2024. 365 funds tracked by Wall St. Rank hold RSPT as of Q3 2025.

Laidlaw Wealth Management reported no remaining Invesco S&P 500 Equal Weight Technology ETF position as of Q3 2025 after selling out during the quarter.
Laidlaw Wealth Management sold 6,790 Invesco S&P 500 Equal Weight Technology ETF shares in Q3 2025, an estimated $277K.
Laidlaw Wealth Management first reported a position in Invesco S&P 500 Equal Weight Technology ETF in Q2 2021 and held it in 16 quarters.
Laidlaw Wealth Management's Invesco S&P 500 Equal Weight Technology ETF position peaked at $4.32M in Q3 2024.
365 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Technology ETF as of Q3 2025.

Based on Laidlaw Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.