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

RMG 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 Q1	$86.5M	Buy	+1,467,902	New	+$68.5M	9.98%	4
2025 Q4	–	Sell	-1,374,742	Closed	-$61.8M	–	481
2025 Q3	$61.8M	Buy	1,374,742 +44,919	+3%	+$1.89M	8.7%	5
2025 Q2	$55.2M	Buy	+1,329,823	New	+$48.1M	8.49%	5

Other funds holding RSPT

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

BWFA

Baltimore-Washington Financial Advisors Columbia, Maryland $2.32B AUM 16.8% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

DIP

Davis Investment Partners Charlotte, North Carolina $283M AUM 24.98% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

RMG Wealth Management's RSPT Position: Q1 2026 in Review

RMG Wealth Management opened a new position in Invesco S&P 500 Equal Weight Technology ETF (RSPT) in Q1 2026: 1,467,902 shares worth $86.5M. The stake represents 9.98% of the portfolio and ranks #4 among its holdings. This is a return to the name: RMG Wealth Management previously reported a position in RSPT as recently as Q3 2025.

RMG Wealth Management first reported a position in RSPT in Q2 2025 and has held it in 3 quarters since. 410 funds tracked by Wall St. Rank hold RSPT as of Q1 2026.

RMG Wealth Management held 1,467,902 shares of Invesco S&P 500 Equal Weight Technology ETF worth $86.5M as of Q1 2026.
Invesco S&P 500 Equal Weight Technology ETF was a new RMG Wealth Management position in Q1 2026.
Invesco S&P 500 Equal Weight Technology ETF made up 9.98% of RMG Wealth Management's portfolio in Q1 2026, its #4 holding.
RMG Wealth Management first reported a position in Invesco S&P 500 Equal Weight Technology ETF in Q2 2025 and has held it in 3 quarters since.
410 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Technology ETF as of Q1 2026.

Based on RMG Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.