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

Modera 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	$366K	Hold	5,681	–	–	﹤0.01%	509
2026 Q1	$257K	Sell	5,681 -68	-1%	-$3.17K	﹤0.01%	559
2025 Q4	$262K	Hold	5,749	–	–	﹤0.01%	571
2025 Q3	$256K	Hold	5,749	–	–	﹤0.01%	574
2025 Q2	$234K	Buy	+5,749	New	+$208K	﹤0.01%	591
2025 Q1	–	Sell	-5,743	Closed	-$215K	–	637
2024 Q4	$215K	Buy	+5,743	New	+$219K	﹤0.01%	580

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

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

Modera Wealth Management held its Invesco S&P 500 Equal Weight Technology ETF (RSPT) position steady in Q2 2026 at 5,681 shares worth $366K. The position accounts for ﹤0.01% of the portfolio, ranked #509.

Modera Wealth Management first reported a position in RSPT in Q4 2024 and has held it in 6 quarters since. 500 funds tracked by Wall St. Rank hold RSPT as of Q2 2026.

Modera Wealth Management held 5,681 shares of Invesco S&P 500 Equal Weight Technology ETF worth $366K as of Q2 2026.
Modera 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 Modera Wealth Management's portfolio in Q2 2026, its #509 holding.
Modera Wealth Management first reported a position in Invesco S&P 500 Equal Weight Technology ETF in Q4 2024 and has held it in 6 quarters since.
500 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Technology ETF as of Q2 2026.

Based on Modera Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.