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

Melfa 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	$484K	Sell	7,500 -23,818	-76%	-$1.37M	0.26%	81
2026 Q1	$1.42M	Hold	31,318	–	–	0.81%	32
2025 Q4	$1.43M	Hold	31,318	–	–	0.82%	29
2025 Q3	$1.4M	Hold	31,318	–	–	0.82%	29
2025 Q2	$1.28M	Hold	31,318	–	–	0.81%	30
2025 Q1	$1.07M	Hold	31,318	–	–	0.72%	34
2024 Q4	$1.17M	Hold	31,318	–	–	0.78%	32
2024 Q3	$1.18M	Hold	31,318	–	–	0.78%	33
2024 Q2	$1.15M	Hold	31,318	–	–	0.8%	31
2024 Q1	$1.1M	Buy	31,318 +29	+0.1%	+$978	0.8%	33
2023 Q4	$1.02M	Buy	31,289 +35	+0.1%	+$1.03K	0.96%	28
2023 Q3	$880K	Buy	31,254 +34	+0.1%	+$993	0.96%	27
2023 Q2	$918K	Buy	31,220 +40	+0.1%	+$1.09K	0.93%	27
2023 Q1	$861K	Buy	31,180 +40	+0.1%	+$1.05K	0.86%	32
2022 Q4	$757K	Buy	+31,140	New	+$761K	0.79%	34

Other funds holding RSPT

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

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

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

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

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

Melfa Wealth Management reduced its Invesco S&P 500 Equal Weight Technology ETF (RSPT) stake by 76% in Q2 2026, selling an estimated $1.37M and leaving 7,500 shares worth $484K. The position accounts for 0.26% of the portfolio, ranked #81.

Melfa Wealth Management first reported a position in RSPT in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.43M in Q4 2025. 500 funds tracked by Wall St. Rank hold RSPT as of Q2 2026.

Melfa Wealth Management held 7,500 shares of Invesco S&P 500 Equal Weight Technology ETF worth $484K as of Q2 2026.
Melfa Wealth Management sold 23,818 Invesco S&P 500 Equal Weight Technology ETF shares in Q2 2026, an estimated $1.37M.
Invesco S&P 500 Equal Weight Technology ETF made up 0.26% of Melfa Wealth Management's portfolio in Q2 2026, its #81 holding.
Melfa Wealth Management first reported a position in Invesco S&P 500 Equal Weight Technology ETF in Q4 2022 and has held it in 15 quarters since.
Melfa Wealth Management's Invesco S&P 500 Equal Weight Technology ETF position peaked at $1.43M in Q4 2025.
500 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Technology ETF as of Q2 2026.

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