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

Montz Harcus 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 		$221K Buy
+3,423
New +$196K 0.08% 90

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

Montz Harcus Wealth Management's RSPT Position: Q2 2026 in Review

Montz Harcus Wealth Management opened a new position in Invesco S&P 500 Equal Weight Technology ETF (RSPT) in Q2 2026: 3,423 shares worth $221K. The stake represents 0.08% of the portfolio and ranks #90 among its holdings.

500 funds tracked by Wall St. Rank hold RSPT as of Q2 2026.

  • Montz Harcus Wealth Management held 3,423 shares of Invesco S&P 500 Equal Weight Technology ETF worth $221K as of Q2 2026.
  • Invesco S&P 500 Equal Weight Technology ETF was a new Montz Harcus Wealth Management position in Q2 2026.
  • Invesco S&P 500 Equal Weight Technology ETF made up 0.08% of Montz Harcus Wealth Management's portfolio in Q2 2026, its #90 holding.
  • 500 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Technology ETF as of Q2 2026.

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