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

Monograph Wealth Advisors’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	$443K	Hold	6,870	–	–	0.04%	101
2026 Q1	$311K	Hold	6,870	–	–	0.03%	119
2025 Q4	$313K	Hold	6,870	–	–	0.03%	111
2025 Q3	$306K	Hold	6,870	–	–	0.03%	119
2025 Q2	$280K	Hold	6,870	–	–	0.03%	110
2025 Q1	$235K	Hold	6,870	–	–	0.03%	105
2024 Q4	$257K	Sell	6,870 -1,970	-22%	-$75.1K	0.03%	101
2024 Q3	$333K	Hold	8,840	–	–	0.04%	90
2024 Q2	$324K	Hold	8,840	–	–	0.05%	85
2024 Q1	$311K	Hold	8,840	–	–	0.05%	127
2023 Q4	$289K	Hold	8,840	–	–	0.05%	86
2023 Q3	$249K	Hold	8,840	–	–	0.05%	105
2023 Q2	$260K	Hold	8,840	–	–	0.06%	71
2023 Q1	$244K	Hold	8,840	–	–	0.06%	71
2022 Q4	$215K	Hold	8,840	–	–	0.06%	83
2022 Q3	$200K	Hold	8,840	–	–	0.07%	66
2022 Q2	$209K	Hold	8,840	–	–	0.06%	70
2022 Q1	$256K	Hold	8,840	–	–	0.06%	72
2021 Q4	$286K	Buy	+8,840	New	+$274K	0.07%	70

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

Monograph Wealth Advisors's RSPT Position: Q2 2026 in Review

Monograph Wealth Advisors held its Invesco S&P 500 Equal Weight Technology ETF (RSPT) position steady in Q2 2026 at 6,870 shares worth $443K. The position accounts for 0.04% of the portfolio, ranked #101.

Monograph Wealth Advisors first reported a position in RSPT in Q4 2021 and has held it in 19 quarters since. 500 funds tracked by Wall St. Rank hold RSPT as of Q2 2026.

Monograph Wealth Advisors held 6,870 shares of Invesco S&P 500 Equal Weight Technology ETF worth $443K as of Q2 2026.
Monograph Wealth Advisors 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 0.04% of Monograph Wealth Advisors's portfolio in Q2 2026, its #101 holding.
Monograph Wealth Advisors first reported a position in Invesco S&P 500 Equal Weight Technology ETF in Q4 2021 and has held it in 19 quarters since.
500 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Technology ETF as of Q2 2026.

Based on Monograph Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.