NWF Advisory Services’s Invesco S&P 500 Equal Weight Technology ETF RSPT Stock Holding History

NWF Advisory Services’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	$460K	Sell	6,989 -45	-0.6%	-$2.85K	0.04%	237
2026 Q2	$454K	Buy	7,034 +984	+16%	+$56.5K	0.04%	240
2026 Q1	$274K	Buy	6,050 +200	+3%	+$9.33K	0.03%	307
2025 Q4	$266K	Hold	5,850	–	–	0.03%	310
2025 Q3	$261K	Hold	5,850	–	–	0.03%	322
2025 Q2	$239K	Hold	5,850	–	–	0.03%	340
2025 Q1	$200K	Buy	+5,850	New	+$219K	0.03%	329
2024 Q4	–	Sell	-5,850	Closed	-$221K	–	393
2024 Q3	$221K	Hold	5,850	–	–	0.03%	286
2024 Q2	$214K	Hold	5,850	–	–	0.03%	271
2024 Q1	$206K	Buy	+5,850	New	+$197K	0.03%	280

Other funds holding RSPT

Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return

Neville Rodie & Shaw New York $1.48B AUM 34.49% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Aventus Investment Advisors Naples, Florida $137M AUM 14.14% 1-Year Est. Return

Yoder Wealth Management Walnut Creek, California $265M AUM 16.95% 1-Year Est. Return

Activest Wealth Management Aventure, Florida $540M AUM 34.92% 1-Year Est. Return

Fifth Third Securities Cincinnati, Ohio $1.98B AUM 13.08% 1-Year Est. Return

Islay Capital Management Lubbock, Texas $213M AUM 16.45% 1-Year Est. Return

Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return

Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return

NWF Advisory Services's RSPT Position: Q3 2026 in Review

NWF Advisory Services reduced its Invesco S&P 500 Equal Weight Technology ETF (RSPT) stake by 0.64% in Q3 2026, selling an estimated $2.85K and leaving 6,989 shares worth $460K. The position accounts for 0.04% of the portfolio, ranked #237.

NWF Advisory Services first reported a position in RSPT in Q1 2024 and has held it in 10 quarters since. 132 funds tracked by Wall St. Rank hold RSPT as of Q3 2026.

NWF Advisory Services held 6,989 shares of Invesco S&P 500 Equal Weight Technology ETF worth $460K as of Q3 2026.
NWF Advisory Services sold 45 Invesco S&P 500 Equal Weight Technology ETF shares in Q3 2026, an estimated $2.85K.
Invesco S&P 500 Equal Weight Technology ETF made up 0.04% of NWF Advisory Services's portfolio in Q3 2026, its #237 holding.
NWF Advisory Services first reported a position in Invesco S&P 500 Equal Weight Technology ETF in Q1 2024 and has held it in 10 quarters since.
132 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Technology ETF as of Q3 2026.

Based on NWF Advisory Services's 13F filing for Q3 2026, filed 19 Oct 2026.