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

MBL Wealth’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
Q2 		– Sell
-86,274
Closed -$2.95M – 251
2025
Q1 		$2.95M Sell
86,274
-4,703
-5% -$176K 0.3% 56
2024
Q4 		$3.4M Sell
90,977
-599
-0.7% -$22.8K 0.34% 55
2024
Q3 		$3.45M Sell
91,576
-36,869
-29% -$1.34M 0.37% 56
2024
Q2 		$4.71M Buy
128,445
+6,320
+5% +$220K 0.53% 43
2024
Q1 		$4.3M Buy
122,125
+52,742
+76% +$1.78M 0.49% 44
2023
Q4 		$2.26M Buy
+69,383
New +$2.04M 0.28% 49

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
DIP
Davis Investment Partners Charlotte, North Carolina $283M AUM 24.98% 1-Year Est. Return
RWM
RMG Wealth Management Platteville, Wisconsin $866M AUM 11.95% 1-Year Est. Return

MBL Wealth's RSPT Position: Q2 2025 in Review

MBL Wealth sold out of Invesco S&P 500 Equal Weight Technology ETF (RSPT) in Q2 2025, closing a stake of 86,274 shares — an estimated $2.95M sold.

MBL Wealth first reported a position in RSPT in Q4 2023 and held it in 6 quarters. The position peaked at $4.71M in Q2 2024. 368 funds tracked by Wall St. Rank hold RSPT as of Q2 2025.

  • MBL Wealth reported no remaining Invesco S&P 500 Equal Weight Technology ETF position as of Q2 2025 after selling out during the quarter.
  • MBL Wealth sold 86,274 Invesco S&P 500 Equal Weight Technology ETF shares in Q2 2025, an estimated $2.95M.
  • MBL Wealth first reported a position in Invesco S&P 500 Equal Weight Technology ETF in Q4 2023 and held it in 6 quarters.
  • MBL Wealth's Invesco S&P 500 Equal Weight Technology ETF position peaked at $4.71M in Q2 2024.
  • 368 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Technology ETF as of Q2 2025.

Based on MBL Wealth's 13F filing for Q2 2025, filed 22 Jul 2025.