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

Legend Financial Advisors’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	-420	Closed	-$17.1K	–	138
2025 Q2	$17.1K	Buy	+420	New	+$15.2K	0.01%	94
2025 Q1	–	Sell	-420	Closed	-$15.7K	–	206
2024 Q4	$15.7K	Hold	420	–	–	0.01%	95
2024 Q3	$15.8K	Hold	420	–	–	0.01%	85
2024 Q2	$15.4K	Hold	420	–	–	0.01%	119
2024 Q1	$14.8K	Hold	420	–	–	0.01%	111
2023 Q4	$13.7K	Hold	420	–	–	0.01%	108
2023 Q3	$11.8K	Hold	420	–	–	0.01%	129
2023 Q2	$12.4K	Hold	420	–	–	0.01%	136
2023 Q1	$11.6K	Hold	420	–	–	0.01%	145
2022 Q4	$10.2K	Hold	420	–	–	0.01%	164
2022 Q3	$9.51K	Buy	+420	New	+$10.7K	0.01%	153

Other funds holding RSPT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BWFA

Baltimore-Washington Financial Advisors Columbia, Maryland $2.67B AUM 19.65% 1-Year Est. Return

RWM

RMG Wealth Management Platteville, Wisconsin $969M AUM 18.56% 1-Year Est. Return

DIP

Davis Investment Partners Charlotte, North Carolina $328M AUM 36.73% 1-Year Est. Return

Legend Financial Advisors's RSPT Position: Q3 2025 in Review

Legend Financial Advisors sold out of Invesco S&P 500 Equal Weight Technology ETF (RSPT) in Q3 2025, closing a stake of 420 shares — an estimated $17.1K sold.

Legend Financial Advisors first reported a position in RSPT in Q3 2022 and held it in 11 quarters. The position peaked at $17.1K in Q2 2025. 365 funds tracked by Wall St. Rank hold RSPT as of Q3 2025.

Legend Financial Advisors reported no remaining Invesco S&P 500 Equal Weight Technology ETF position as of Q3 2025 after selling out during the quarter.
Legend Financial Advisors sold 420 Invesco S&P 500 Equal Weight Technology ETF shares in Q3 2025, an estimated $17.1K.
Legend Financial Advisors first reported a position in Invesco S&P 500 Equal Weight Technology ETF in Q3 2022 and held it in 11 quarters.
Legend Financial Advisors's Invesco S&P 500 Equal Weight Technology ETF position peaked at $17.1K in Q2 2025.
365 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Technology ETF as of Q3 2025.

Based on Legend Financial Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.