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Root Financial Partners’s Invesco S&P 500 Equal Weight Technology ETF RSPT Stock Holding History

Root Financial Partners’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
-738
Closed -$33.4K – 2603
2026
Q1 		$33.4K Buy
+738
New +$34.4K ﹤0.01% 1053

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
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
RW
Rockport Wealth Fairview Park, Ohio $595M AUM 23.65% 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

Root Financial Partners's RSPT Position: Q2 2026 in Review

Root Financial Partners sold out of Invesco S&P 500 Equal Weight Technology ETF (RSPT) in Q2 2026, closing a stake of 738 shares — an estimated $33.4K sold.

Root Financial Partners first reported a position in RSPT in Q1 2026 and held it in 1 quarter. The position peaked at $33.4K in Q1 2026. 216 funds tracked by Wall St. Rank hold RSPT as of Q2 2026.

  • Root Financial Partners reported no remaining Invesco S&P 500 Equal Weight Technology ETF position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 738 Invesco S&P 500 Equal Weight Technology ETF shares in Q2 2026, an estimated $33.4K.
  • Root Financial Partners first reported a position in Invesco S&P 500 Equal Weight Technology ETF in Q1 2026 and held it in 1 quarter.
  • Root Financial Partners's Invesco S&P 500 Equal Weight Technology ETF position peaked at $33.4K in Q1 2026.
  • 216 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Technology ETF as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.