Peak Retirement Planning’s Invesco S&P 500 Equal Weight Technology ETF RSPT Stock Holding History

Peak Retirement Planning’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	$204K	Buy	+3,167	New	+$182K	0.03%	180

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

Peak Retirement Planning's RSPT Position: Q2 2026 in Review

Peak Retirement Planning opened a new position in Invesco S&P 500 Equal Weight Technology ETF (RSPT) in Q2 2026: 3,167 shares worth $204K. The stake represents 0.03% of the portfolio and ranks #180 among its holdings.

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

Peak Retirement Planning held 3,167 shares of Invesco S&P 500 Equal Weight Technology ETF worth $204K as of Q2 2026.
Invesco S&P 500 Equal Weight Technology ETF was a new Peak Retirement Planning position in Q2 2026.
Invesco S&P 500 Equal Weight Technology ETF made up 0.03% of Peak Retirement Planning's portfolio in Q2 2026, its #180 holding.
498 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Technology ETF as of Q2 2026.

Based on Peak Retirement Planning's 13F filing for Q2 2026, filed 10 Aug 2026.