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 Q3	$207K	Sell	3,150 -200	-6%	-$12.7K	﹤0.01%	1385
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

Kingswood Wealth Advisors San Diego, California $2.6B AUM 27.46% 1-Year Est. Return

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

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 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

Perigon Wealth Management's RSPT Position: Q3 2026 in Review

Perigon Wealth Management reduced its Invesco S&P 500 Equal Weight Technology ETF (RSPT) stake by 6% in Q3 2026, selling an estimated $12.7K and leaving 3,150 shares worth $207K. The position accounts for ﹤0.01% of the portfolio, ranked #1385.

Perigon Wealth Management first reported a position in RSPT in Q4 2020 and has held it in 3 quarters since. The position peaked at $216K in Q2 2026. 153 funds tracked by Wall St. Rank hold RSPT as of Q3 2026.

Perigon Wealth Management held 3,150 shares of Invesco S&P 500 Equal Weight Technology ETF worth $207K as of Q3 2026.
Perigon Wealth Management sold 200 Invesco S&P 500 Equal Weight Technology ETF shares in Q3 2026, an estimated $12.7K.
Invesco S&P 500 Equal Weight Technology ETF made up ﹤0.01% of Perigon Wealth Management's portfolio in Q3 2026, its #1385 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 3 quarters since.
Perigon Wealth Management's Invesco S&P 500 Equal Weight Technology ETF position peaked at $216K in Q2 2026.
153 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Technology ETF as of Q3 2026.

Based on Perigon Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.