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

Plan A Wealth’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	$231K	Buy	+3,575	New	+$205K	0.1%	163
2025 Q4	–	Sell	-9,143	Closed	-$408K	–	187
2025 Q3	$408K	Sell	9,143 -6,342	-41%	-$266K	0.21%	91
2025 Q2	$631K	Sell	15,485 -36,686	-70%	-$1.33M	0.36%	47
2025 Q1	$1.78M	Sell	52,171 -22,891	-30%	-$858K	1.38%	20
2024 Q4	$2.81M	Buy	+75,062	New	+$2.86M	2.57%	9

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

Plan A Wealth's RSPT Position: Q2 2026 in Review

Plan A Wealth opened a new position in Invesco S&P 500 Equal Weight Technology ETF (RSPT) in Q2 2026: 3,575 shares worth $231K. The stake represents 0.1% of the portfolio and ranks #163 among its holdings. This is a return to the name: Plan A Wealth previously reported a position in RSPT as recently as Q3 2025.

Plan A Wealth first reported a position in RSPT in Q4 2024 and has held it in 5 quarters since. The position peaked at $2.81M in Q4 2024. 500 funds tracked by Wall St. Rank hold RSPT as of Q2 2026.

Plan A Wealth held 3,575 shares of Invesco S&P 500 Equal Weight Technology ETF worth $231K as of Q2 2026.
Invesco S&P 500 Equal Weight Technology ETF was a new Plan A Wealth position in Q2 2026.
Invesco S&P 500 Equal Weight Technology ETF made up 0.1% of Plan A Wealth's portfolio in Q2 2026, its #163 holding.
Plan A Wealth first reported a position in Invesco S&P 500 Equal Weight Technology ETF in Q4 2024 and has held it in 5 quarters since.
Plan A Wealth's Invesco S&P 500 Equal Weight Technology ETF position peaked at $2.81M in Q4 2024.
500 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Technology ETF as of Q2 2026.

Based on Plan A Wealth's 13F filing for Q2 2026, filed 14 Jul 2026.