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 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

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

Legacy Private Trust's RSPT Position: Q2 2026 in Review

Legacy Private Trust reduced its Invesco S&P 500 Equal Weight Technology ETF (RSPT) stake by 6.4% in Q2 2026, selling an estimated $420K and leaving 107,296 shares worth $6.92M. The position accounts for 0.38% of the portfolio, ranked #57.

Legacy Private Trust first reported a position in RSPT in Q3 2023 and has held it in 12 quarters since. 500 funds tracked by Wall St. Rank hold RSPT as of Q2 2026.

Legacy Private Trust held 107,296 shares of Invesco S&P 500 Equal Weight Technology ETF worth $6.92M as of Q2 2026.
Legacy Private Trust sold 7,318 Invesco S&P 500 Equal Weight Technology ETF shares in Q2 2026, an estimated $420K.
Invesco S&P 500 Equal Weight Technology ETF made up 0.38% of Legacy Private Trust's portfolio in Q2 2026, its #57 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 12 quarters since.
500 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Technology ETF as of Q2 2026.

Based on Legacy Private Trust's 13F filing for Q2 2026, filed 21 Jul 2026.