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

Mission 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 Q3	$14.3M	Sell	217,728 -12,452	-5%	-$788K	0.23%	66
2026 Q2	$14.8M	Buy	230,180 +210,268	+1,056%	+$12.1M	0.18%	80
2026 Q1	$901K	Hold	19,912	–	–	0.02%	339
2025 Q4	$906K	Hold	19,912	–	–	0.02%	357
2025 Q3	$888K	Buy	19,912 +5,412	+37%	+$227K	0.02%	358
2025 Q2	$591K	Hold	14,500	–	–	0.01%	435
2025 Q1	$496K	Hold	14,500	–	–	0.01%	449
2024 Q4	$543K	Hold	14,500	–	–	0.01%	409
2024 Q3	$547K	Hold	14,500	–	–	0.01%	415
2024 Q2	$532K	Hold	14,500	–	–	0.01%	395
2024 Q1	$510K	Hold	14,500	–	–	0.01%	430
2023 Q4	$473K	Hold	14,500	–	–	0.02%	381
2023 Q3	$408K	Hold	14,500	–	–	0.02%	381
2023 Q2	$426K	Hold	14,500	–	–	0.02%	379
2023 Q1	$400K	Hold	14,500	–	–	0.02%	387
2022 Q4	$352K	Hold	14,500	–	–	0.02%	395
2022 Q3	$328K	Hold	14,500	–	–	0.02%	375
2022 Q2	$343K	Hold	14,500	–	–	0.02%	372
2022 Q1	$419K	Hold	14,500	–	–	0.02%	348
2021 Q4	$470K	Hold	14,500	–	–	0.02%	320
2021 Q3	$418K	Hold	14,500	–	–	0.02%	328
2021 Q2	$421K	Hold	14,500	–	–	0.02%	323
2021 Q1	$391K	Hold	14,500	–	–	0.02%	309
2020 Q4	$368K	Sell	14,500 -500	-3%	-$11.6K	0.02%	303
2020 Q3	$316K	Sell	15,000 -250	-2%	-$5.2K	0.02%	270
2020 Q2	$304K	Buy	15,250 +750	+5%	+$13.9K	0.03%	252
2020 Q1	$231K	Hold	14,500	–	–	0.03%	261
2019 Q4	$287K	Hold	14,500	–	–	0.03%	260
2019 Q3	$259K	Hold	14,500	–	–	0.03%	260
2019 Q2	$257K	Hold	14,500	–	–	0.03%	257
2019 Q1	$247K	Buy	+14,500	New	+$231K	0.03%	267

Other funds holding RSPT

RMG Wealth Management Platteville, Wisconsin $967M AUM 11.65% 1-Year Est. Return

Davis Investment Partners Charlotte, North Carolina $322M AUM 27.74% 1-Year Est. Return

Rockport Wealth Fairview Park, Ohio $571M AUM 17.22% 1-Year Est. Return

StoneX Group New York $2.75B AUM 24.25% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Kingswood Wealth Advisors San Diego, California $2.6B AUM 27.46% 1-Year Est. Return

Patten & Patten Chattanooga, Tennessee $1.91B AUM 21.06% 1-Year Est. Return

Neville Rodie & Shaw New York $1.48B AUM 34.49% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Aventus Investment Advisors Naples, Florida $137M AUM 14.14% 1-Year Est. Return

Mission Wealth Management's RSPT Position: Q3 2026 in Review

Mission Wealth Management reduced its Invesco S&P 500 Equal Weight Technology ETF (RSPT) stake by 5.4% in Q3 2026, selling an estimated $788K and leaving 217,728 shares worth $14.3M. The position accounts for 0.23% of the portfolio, ranked #66.

Mission Wealth Management first reported a position in RSPT in Q1 2019 and has held it in 31 quarters since. The position peaked at $14.8M in Q2 2026. 271 funds tracked by Wall St. Rank hold RSPT as of Q3 2026.

Mission Wealth Management held 217,728 shares of Invesco S&P 500 Equal Weight Technology ETF worth $14.3M as of Q3 2026.
Mission Wealth Management sold 12,452 Invesco S&P 500 Equal Weight Technology ETF shares in Q3 2026, an estimated $788K.
Invesco S&P 500 Equal Weight Technology ETF made up 0.23% of Mission Wealth Management's portfolio in Q3 2026, its #66 holding.
Mission Wealth Management first reported a position in Invesco S&P 500 Equal Weight Technology ETF in Q1 2019 and has held it in 31 quarters since.
Mission Wealth Management's Invesco S&P 500 Equal Weight Technology ETF position peaked at $14.8M in Q2 2026.
271 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Technology ETF as of Q3 2026.

Based on Mission Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.