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

Lodestone 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
2026
Q2 		$10.4K Hold
161
– – ﹤0.01% 513
2026
Q1 		$7.27K Hold
161
– – ﹤0.01% 547
2025
Q4 		$7.3K Buy
+161
New +$7.3K ﹤0.01% 545

Other funds holding RSPT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
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
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
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Lodestone Wealth Management's RSPT Position: Q2 2026 in Review

Lodestone Wealth Management held its Invesco S&P 500 Equal Weight Technology ETF (RSPT) position steady in Q2 2026 at 161 shares worth $10.4K. The position accounts for ﹤0.01% of the portfolio, ranked #513.

Lodestone Wealth Management first reported a position in RSPT in Q4 2025 and has held it in 3 quarters since. 500 funds tracked by Wall St. Rank hold RSPT as of Q2 2026.

  • Lodestone Wealth Management held 161 shares of Invesco S&P 500 Equal Weight Technology ETF worth $10.4K as of Q2 2026.
  • Lodestone Wealth Management left its Invesco S&P 500 Equal Weight Technology ETF share count unchanged in Q2 2026.
  • Invesco S&P 500 Equal Weight Technology ETF made up ﹤0.01% of Lodestone Wealth Management's portfolio in Q2 2026, its #513 holding.
  • Lodestone Wealth Management first reported a position in Invesco S&P 500 Equal Weight Technology ETF in Q4 2025 and has held it in 3 quarters since.
  • 500 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Technology ETF as of Q2 2026.

Based on Lodestone Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.