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

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

Royal Bank of Canada

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

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

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

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

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