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Montag & Associates’s Invesco S&P 500 Equal Weight Technology ETF RSPT Stock Holding History

Montag & Associates’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 		$129K Buy
+1,999
New +$115K 0.01% 481
2021
Q4 		– Sell
-40
Closed -$1K – 905
2021
Q3 		$1K Hold
40
– – ﹤0.01% 852
2021
Q2 		$1K Hold
40
– – ﹤0.01% 844
2021
Q1 		$1K Buy
+40
New +$1.05K ﹤0.01% 843

Other funds holding RSPT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
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
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
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Montag & Associates's RSPT Position: Q2 2026 in Review

Montag & Associates opened a new position in Invesco S&P 500 Equal Weight Technology ETF (RSPT) in Q2 2026: 1,999 shares worth $129K. The stake represents 0.01% of the portfolio and ranks #481 among its holdings. This is a return to the name: Montag & Associates previously reported a position in RSPT as recently as Q3 2021.

Montag & Associates first reported a position in RSPT in Q1 2021 and has held it in 4 quarters since. 501 funds tracked by Wall St. Rank hold RSPT as of Q2 2026.

  • Montag & Associates held 1,999 shares of Invesco S&P 500 Equal Weight Technology ETF worth $129K as of Q2 2026.
  • Invesco S&P 500 Equal Weight Technology ETF was a new Montag & Associates position in Q2 2026.
  • Invesco S&P 500 Equal Weight Technology ETF made up 0.01% of Montag & Associates's portfolio in Q2 2026, its #481 holding.
  • Montag & Associates first reported a position in Invesco S&P 500 Equal Weight Technology ETF in Q1 2021 and has held it in 4 quarters since.
  • 501 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Technology ETF as of Q2 2026.

Based on Montag & Associates's 13F filing for Q2 2026, filed 5 Aug 2026.