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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$67.1K Buy
+1,019
New +$64.5K ﹤0.01% 932
2026
Q2
– Sell
-738
Closed -$33.4K – 2603
2026
Q1
$33.4K Buy
+738
New +$34.4K ﹤0.01% 1053

Other funds holding RSPT

Root Financial Partners's RSPT Position: Q3 2026 in Review

Root Financial Partners opened a new position in Invesco S&P 500 Equal Weight Technology ETF (RSPT) in Q3 2026: 1,019 shares worth $67.1K. The stake represents ﹤0.01% of the portfolio and ranks #932 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in RSPT as recently as Q1 2026.

Root Financial Partners first reported a position in RSPT in Q1 2026 and has held it in 2 quarters since. 443 funds tracked by Wall St. Rank hold RSPT as of Q3 2026.

  • Root Financial Partners held 1,019 shares of Invesco S&P 500 Equal Weight Technology ETF worth $67.1K as of Q3 2026.
  • Invesco S&P 500 Equal Weight Technology ETF was a new Root Financial Partners position in Q3 2026.
  • Invesco S&P 500 Equal Weight Technology ETF made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #932 holding.
  • Root Financial Partners first reported a position in Invesco S&P 500 Equal Weight Technology ETF in Q1 2026 and has held it in 2 quarters since.
  • 443 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Technology ETF as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.