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Legacy Private Trust’s Invesco S&P 500 Equal Weight Technology ETF RSPT Stock Holding History

Legacy Private Trust’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 		$6.5M Sell
98,663
-8,633
-8% -$546K 0.36% 59
2026
Q2 		$6.92M Sell
107,296
-7,318
-6% -$420K 0.38% 57
2026
Q1 		$5.19M Sell
114,614
-9,290
-7% -$434K 0.32% 65
2025
Q4 		$5.64M Buy
123,904
+442
+0.4% +$20.1K 0.33% 58
2025
Q3 		$5.5M Sell
123,462
-1,743
-1% -$73.2K 0.33% 61
2025
Q2 		$5.11M Sell
125,205
-16,806
-12% -$608K 0.33% 60
2025
Q1 		$4.86M Buy
142,011
+18,164
+15% +$680K 0.33% 63
2024
Q4 		$4.63M Sell
123,847
-1,701
-1% -$64.9K 0.3% 67
2024
Q3 		$4.73M Buy
125,548
+26,808
+27% +$977K 0.32% 72
2024
Q2 		$3.62M Buy
98,740
+10,791
+12% +$375K 0.26% 78
2024
Q1 		$3.09M Buy
87,949
+20,497
+30% +$691K 0.23% 89
2023
Q4 		$2.2M Sell
67,452
-16,497
-20% -$485K 0.18% 106
2023
Q3 		$2.36M Buy
+83,949
New +$2.45M 0.2% 94

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
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
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
KFS
Kaizen Financial Strategies Campbell, California $254M AUM 28.38% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
KWM
Kaydan Wealth Management Fenton, Michigan $291M AUM 15.62% 1-Year Est. Return

Legacy Private Trust's RSPT Position: Q3 2026 in Review

Legacy Private Trust reduced its Invesco S&P 500 Equal Weight Technology ETF (RSPT) stake by 8% in Q3 2026, selling an estimated $546K and leaving 98,663 shares worth $6.5M. The position accounts for 0.36% of the portfolio, ranked #59.

Legacy Private Trust first reported a position in RSPT in Q3 2023 and has held it in 13 quarters since. The position peaked at $6.92M in Q2 2026. 21 funds tracked by Wall St. Rank hold RSPT as of Q3 2026.

  • Legacy Private Trust held 98,663 shares of Invesco S&P 500 Equal Weight Technology ETF worth $6.5M as of Q3 2026.
  • Legacy Private Trust sold 8,633 Invesco S&P 500 Equal Weight Technology ETF shares in Q3 2026, an estimated $546K.
  • Invesco S&P 500 Equal Weight Technology ETF made up 0.36% of Legacy Private Trust's portfolio in Q3 2026, its #59 holding.
  • Legacy Private Trust first reported a position in Invesco S&P 500 Equal Weight Technology ETF in Q3 2023 and has held it in 13 quarters since.
  • Legacy Private Trust's Invesco S&P 500 Equal Weight Technology ETF position peaked at $6.92M in Q2 2026.
  • 21 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Technology ETF as of Q3 2026.

Based on Legacy Private Trust's 13F filing for Q3 2026, filed 6 Oct 2026.