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

Portus Wealth Advisors’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	$3.41M	Sell	51,818 -423	-0.8%	-$26.8K	2.81%	8
2026 Q2	$3.37M	Buy	52,241 +207	+0.4%	+$11.9K	2.77%	9
2026 Q1	$2.36M	Sell	52,034 -8,655	-14%	-$404K	2.22%	11
2025 Q4	$2.76M	Buy	60,689 +896	+1%	+$40.7K	2.61%	9
2025 Q3	$2.67M	Buy	+59,793	New	+$2.51M	2.66%	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

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

PFS

Paller Financial Services Centennial, Colorado $130M AUM 16.01% 1-Year Est. Return

Portus Wealth Advisors's RSPT Position: Q3 2026 in Review

Portus Wealth Advisors reduced its Invesco S&P 500 Equal Weight Technology ETF (RSPT) stake by 0.81% in Q3 2026, selling an estimated $26.8K and leaving 51,818 shares worth $3.41M. The position accounts for 2.81% of the portfolio, ranked #8.

Portus Wealth Advisors first reported a position in RSPT in Q3 2025 and has held it in 5 quarters since. 38 funds tracked by Wall St. Rank hold RSPT as of Q3 2026.

Portus Wealth Advisors held 51,818 shares of Invesco S&P 500 Equal Weight Technology ETF worth $3.41M as of Q3 2026.
Portus Wealth Advisors sold 423 Invesco S&P 500 Equal Weight Technology ETF shares in Q3 2026, an estimated $26.8K.
Invesco S&P 500 Equal Weight Technology ETF made up 2.81% of Portus Wealth Advisors's portfolio in Q3 2026, its #8 holding.
Portus Wealth Advisors first reported a position in Invesco S&P 500 Equal Weight Technology ETF in Q3 2025 and has held it in 5 quarters since.
38 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Technology ETF as of Q3 2026.

Based on Portus Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.