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

Rockport 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	$17.3M	Buy	267,458 +25,078	+10%	+$1.44M	2.9%	13
2026 Q1	$11M	Buy	242,380 +61,246	+34%	+$2.86M	2%	15
2025 Q4	$8.24M	Sell	181,134 -1,396	-0.8%	-$63.3K	1.6%	18
2025 Q3	$8.14M	Buy	182,530 +26,832	+17%	+$1.13M	1.66%	16
2025 Q2	$6.35M	Buy	155,698 +84,757	+119%	+$3.07M	1.47%	16
2025 Q1	$2.43M	Buy	70,941 +35,398	+100%	+$1.33M	0.86%	20
2024 Q4	$1.32M	Buy	35,543 +3,455	+11%	+$132K	0.59%	26
2024 Q3	$1.21M	Buy	32,088 +10,234	+47%	+$373K	0.32%	30
2024 Q2	$801K	Buy	21,854 +1,004	+5%	+$34.9K	0.34%	29
2024 Q1	$734K	Buy	+20,850	New	+$703K	0.49%	27

Other funds holding RSPT

BAAM

Baker Avenue Asset Management San Francisco, California $5.28B AUM 39.19% 1-Year Est. Return

BFG

Bouchey Financial Group Troy, New York $1.55B AUM 29.02% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

PWP

Prasad Wealth Partners Independence, Ohio $416M AUM 21.9% 1-Year Est. Return

NRS

Neville Rodie & Shaw New York $1.55B AUM 46.95% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

AIA

Aventus Investment Advisors Naples, Florida $136M AUM 20.32% 1-Year Est. Return

YWM

Yoder Wealth Management Walnut Creek, California $256M AUM 23.47% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Rockport Wealth's RSPT Position: Q2 2026 in Review

Rockport Wealth increased its Invesco S&P 500 Equal Weight Technology ETF (RSPT) stake by 10% in Q2 2026, buying an estimated $1.44M and bringing the position to 267,458 shares worth $17.3M. The position accounts for 2.9% of the portfolio, ranked #13.

Rockport Wealth first reported a position in RSPT in Q1 2024 and has held it in 10 quarters since. 226 funds tracked by Wall St. Rank hold RSPT as of Q2 2026.

Rockport Wealth held 267,458 shares of Invesco S&P 500 Equal Weight Technology ETF worth $17.3M as of Q2 2026.
Rockport Wealth bought 25,078 Invesco S&P 500 Equal Weight Technology ETF shares in Q2 2026, an estimated $1.44M.
Invesco S&P 500 Equal Weight Technology ETF made up 2.9% of Rockport Wealth's portfolio in Q2 2026, its #13 holding.
Rockport Wealth first reported a position in Invesco S&P 500 Equal Weight Technology ETF in Q1 2024 and has held it in 10 quarters since.
226 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Technology ETF as of Q2 2026.

Based on Rockport Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.