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

New Wave 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	$570K	Buy	8,831 +1,471	+20%	+$84.4K	0.16%	123
2026 Q1	$333K	Sell	7,360 -664	-8%	-$31K	0.12%	127
2025 Q4	$365K	Buy	8,024 +599	+8%	+$27.2K	0.13%	109
2025 Q3	$331K	Buy	7,425 +258	+4%	+$10.8K	0.13%	113
2025 Q2	$292K	Buy	7,167 +112	+2%	+$4.05K	0.12%	100
2025 Q1	$241K	Buy	7,055 +1,204	+21%	+$45.1K	0.11%	115
2024 Q4	$219K	Sell	5,851 -164	-3%	-$6.25K	0.09%	129
2024 Q3	$227K	Sell	6,015 -7	-0.1%	-$255	0.1%	130
2024 Q2	$221K	Buy	+6,022	New	+$209K	0.12%	127

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

New Wave Wealth Advisors's RSPT Position: Q2 2026 in Review

New Wave Wealth Advisors increased its Invesco S&P 500 Equal Weight Technology ETF (RSPT) stake by 20% in Q2 2026, buying an estimated $84.4K and bringing the position to 8,831 shares worth $570K. The position accounts for 0.16% of the portfolio, ranked #123.

New Wave Wealth Advisors first reported a position in RSPT in Q2 2024 and has held it in 9 quarters since. 501 funds tracked by Wall St. Rank hold RSPT as of Q2 2026.

New Wave Wealth Advisors held 8,831 shares of Invesco S&P 500 Equal Weight Technology ETF worth $570K as of Q2 2026.
New Wave Wealth Advisors bought 1,471 Invesco S&P 500 Equal Weight Technology ETF shares in Q2 2026, an estimated $84.4K.
Invesco S&P 500 Equal Weight Technology ETF made up 0.16% of New Wave Wealth Advisors's portfolio in Q2 2026, its #123 holding.
New Wave Wealth Advisors first reported a position in Invesco S&P 500 Equal Weight Technology ETF in Q2 2024 and has held it in 9 quarters since.
501 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Technology ETF as of Q2 2026.

Based on New Wave Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.