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 Q3	–	Sell	-3,575	Closed	-$231K	–	209
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

NRS

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

FFA

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

AIA

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

YWM

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

LPT

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

SCA

Sage Capital Advisors Sioux Falls, South Dakota $498M AUM 28.29% 1-Year Est. Return

WAM

Walker Asset Management Verona, Missouri $197M AUM 22.74% 1-Year Est. Return

BWM

Bullock Wealth Management Bloomington, Indiana $241M AUM 23.31% 1-Year Est. Return

GRWP

Green Ridge Wealth Planning Montville, New Jersey $249M AUM 26.89% 1-Year Est. Return

Plan A Wealth's RSPT Position: Q3 2026 in Review

Plan A Wealth sold out of Invesco S&P 500 Equal Weight Technology ETF (RSPT) in Q3 2026, closing a stake of 3,575 shares — an estimated $231K sold.

Plan A Wealth first reported a position in RSPT in Q4 2024 and held it in 5 quarters. The position peaked at $2.81M in Q4 2024. 47 funds tracked by Wall St. Rank hold RSPT as of Q3 2026.

Plan A Wealth reported no remaining Invesco S&P 500 Equal Weight Technology ETF position as of Q3 2026 after selling out during the quarter.
Plan A Wealth sold 3,575 Invesco S&P 500 Equal Weight Technology ETF shares in Q3 2026, an estimated $231K.
Plan A Wealth first reported a position in Invesco S&P 500 Equal Weight Technology ETF in Q4 2024 and held it in 5 quarters.
Plan A Wealth's Invesco S&P 500 Equal Weight Technology ETF position peaked at $2.81M in Q4 2024.
47 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Technology ETF as of Q3 2026.

Based on Plan A Wealth's 13F filing for Q3 2026, filed 8 Oct 2026.