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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
Q3 		$225K Hold
3,423
– – 0.08% 90
2026
Q2 		$221K Buy
+3,423
New +$196K 0.08% 90

Other funds holding RSPT

NRS
Neville Rodie & Shaw New York $1.48B AUM 34.49% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AIA
Aventus Investment Advisors Naples, Florida $137M AUM 14.14% 1-Year Est. Return
YWM
Yoder Wealth Management Walnut Creek, California $265M AUM 16.95% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
SCA
Sage Capital Advisors Sioux Falls, South Dakota $498M AUM 28.29% 1-Year Est. Return
WAM
Walker Asset Management Verona, Missouri $197M AUM 22.74% 1-Year Est. Return
BWM
Bullock Wealth Management Bloomington, Indiana $241M AUM 23.31% 1-Year Est. Return
GRWP
Green Ridge Wealth Planning Montville, New Jersey $249M AUM 26.89% 1-Year Est. Return

Montz Harcus Wealth Management's RSPT Position: Q3 2026 in Review

Montz Harcus Wealth Management held its Invesco S&P 500 Equal Weight Technology ETF (RSPT) position steady in Q3 2026 at 3,423 shares worth $225K. The position accounts for 0.08% of the portfolio, ranked #90.

Montz Harcus Wealth Management first reported a position in RSPT in Q2 2026 and has held it in 2 quarters since. 47 funds tracked by Wall St. Rank hold RSPT as of Q3 2026.

  • Montz Harcus Wealth Management held 3,423 shares of Invesco S&P 500 Equal Weight Technology ETF worth $225K as of Q3 2026.
  • Montz Harcus Wealth Management left its Invesco S&P 500 Equal Weight Technology ETF share count unchanged in Q3 2026.
  • Invesco S&P 500 Equal Weight Technology ETF made up 0.08% of Montz Harcus Wealth Management's portfolio in Q3 2026, its #90 holding.
  • Montz Harcus Wealth Management first reported a position in Invesco S&P 500 Equal Weight Technology ETF in Q2 2026 and has held it in 2 quarters since.
  • 47 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Technology ETF as of Q3 2026.

Based on Montz Harcus Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.