Perigon Wealth Management’s Invesco S&P 500 Equal Weight Technology ETF RSPT Stock Holding History

Perigon 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 Q2	$216K	Buy	+3,350	New	+$192K	﹤0.01%	1324
2021 Q1	–	Sell	-3,000	Closed	-$76K	–	928
2020 Q4	$76K	Buy	+3,000	New	+$69.6K	0.01%	617

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

Perigon Wealth Management's RSPT Position: Q2 2026 in Review

Perigon Wealth Management opened a new position in Invesco S&P 500 Equal Weight Technology ETF (RSPT) in Q2 2026: 3,350 shares worth $216K. The stake represents ﹤0.01% of the portfolio and ranks #1324 among its holdings. This is a return to the name: Perigon Wealth Management previously reported a position in RSPT as recently as Q4 2020.

Perigon Wealth Management first reported a position in RSPT in Q4 2020 and has held it in 2 quarters since. 501 funds tracked by Wall St. Rank hold RSPT as of Q2 2026.

Perigon Wealth Management held 3,350 shares of Invesco S&P 500 Equal Weight Technology ETF worth $216K as of Q2 2026.
Invesco S&P 500 Equal Weight Technology ETF was a new Perigon Wealth Management position in Q2 2026.
Invesco S&P 500 Equal Weight Technology ETF made up ﹤0.01% of Perigon Wealth Management's portfolio in Q2 2026, its #1324 holding.
Perigon Wealth Management first reported a position in Invesco S&P 500 Equal Weight Technology ETF in Q4 2020 and has held it in 2 quarters since.
501 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Technology ETF as of Q2 2026.

Based on Perigon Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.