NWWA
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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

BAAM
Baker Avenue Asset Management San Francisco, California $5.28B AUM 39.19% 1-Year Est. Return
BFG
Bouchey Financial Group Troy, New York $1.55B AUM 29.02% 1-Year Est. Return
RW
Rockport Wealth Fairview Park, Ohio $595M AUM 23.65% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
NRS
Neville Rodie & Shaw New York $1.55B AUM 46.95% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
AIA
Aventus Investment Advisors Naples, Florida $136M AUM 20.32% 1-Year Est. Return
YWM
Yoder Wealth Management Walnut Creek, California $256M AUM 23.47% 1-Year Est. Return
AWM
Activest Wealth Management Aventure, Florida $518M AUM 44.34% 1-Year Est. Return
WLPWM
Walled Lake Planning & Wealth Management Winnetka, Illinois $396M AUM 17.09% 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. 191 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.
  • 191 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.