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 Q2	–	Sell	-1,467,902	Closed	-$86.5M	–	689
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 $1.55T 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

RMG Wealth Management's RSPT Position: Q2 2026 in Review

RMG Wealth Management sold out of Invesco S&P 500 Equal Weight Technology ETF (RSPT) in Q2 2026, closing a stake of 1,467,902 shares — an estimated $86.5M sold.

RMG Wealth Management first reported a position in RSPT in Q2 2025 and held it in 3 quarters. The position peaked at $86.5M in Q1 2026. 500 funds tracked by Wall St. Rank hold RSPT as of Q2 2026.

RMG Wealth Management reported no remaining Invesco S&P 500 Equal Weight Technology ETF position as of Q2 2026 after selling out during the quarter.
RMG Wealth Management sold 1,467,902 Invesco S&P 500 Equal Weight Technology ETF shares in Q2 2026, an estimated $86.5M.
RMG Wealth Management first reported a position in Invesco S&P 500 Equal Weight Technology ETF in Q2 2025 and held it in 3 quarters.
RMG Wealth Management's Invesco S&P 500 Equal Weight Technology ETF position peaked at $86.5M in Q1 2026.
500 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Technology ETF as of Q2 2026.

Based on RMG Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.