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LVZ Inc’s Invesco S&P 500 Equal Weight Technology ETF RSPT Stock Holding History

LVZ Inc’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
-28,744
Closed -$1.17M – 165
2025
Q2 		$1.17M Buy
28,744
+801
+3% +$29K 0.14% 48
2025
Q1 		$956K Buy
27,943
+1,552
+6% +$58.1K 0.13% 51
2024
Q4 		$988K Buy
26,391
+1,672
+7% +$63.8K 0.13% 46
2024
Q3 		$932K Buy
+24,719
New +$901K 0.12% 49
2020
Q1 		– Sell
-1,502,200
Closed -$29.8M – 85
2019
Q4 		$29.8M Buy
1,502,200
+24,100
+2% +$452K 5.83% 8
2019
Q3 		$26.4M Buy
+1,478,100
New +$26.5M 5.72% 8
2019
Q2 		– Sell
-647,590
Closed -$11M – 76
2019
Q1 		$11M Sell
647,590
-30,600
-5% -$488K 2.58% 12
2018
Q4 		$9.55M Buy
678,190
+15,680
+2% +$237K 2.72% 15
2018
Q3 		$10.4M Buy
662,510
+5,600
+0.9% +$92.7K 2.61% 15
2018
Q2 		$10.4M Buy
+656,910
New +$10.3M 2.64% 14
2018
Q1 		– Sell
-670,530
Closed -$9.59M – 75
2017
Q4 		$9.59M Buy
670,530
+5,210
+0.8% +$74K 2.84% 13
2017
Q3 		$8.98M Buy
+665,320
New +$8.67M 2.89% 13

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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
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
BWFA
Baltimore-Washington Financial Advisors Columbia, Maryland $2.32B AUM 16.8% 1-Year Est. Return
RWM
RMG Wealth Management Platteville, Wisconsin $866M AUM 11.95% 1-Year Est. Return
DIP
Davis Investment Partners Charlotte, North Carolina $283M AUM 24.98% 1-Year Est. Return

LVZ Inc's RSPT Position: Q3 2025 in Review

LVZ Inc sold out of Invesco S&P 500 Equal Weight Technology ETF (RSPT) in Q3 2025, closing a stake of 28,744 shares — an estimated $1.17M sold.

LVZ Inc first reported a position in RSPT in Q3 2017 and held it in 12 quarters. The position peaked at $29.8M in Q4 2019. 365 funds tracked by Wall St. Rank hold RSPT as of Q3 2025.

  • LVZ Inc reported no remaining Invesco S&P 500 Equal Weight Technology ETF position as of Q3 2025 after selling out during the quarter.
  • LVZ Inc sold 28,744 Invesco S&P 500 Equal Weight Technology ETF shares in Q3 2025, an estimated $1.17M.
  • LVZ Inc first reported a position in Invesco S&P 500 Equal Weight Technology ETF in Q3 2017 and held it in 12 quarters.
  • LVZ Inc's Invesco S&P 500 Equal Weight Technology ETF position peaked at $29.8M in Q4 2019.
  • 365 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Technology ETF as of Q3 2025.

Based on LVZ Inc's 13F filing for Q3 2025, filed 27 Oct 2025.