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

Roxbury Financial’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 Q3	$14K	Hold	212	–	–	0.01%	315
2026 Q2	$13.7K	Hold	212	–	–	0.01%	303
2026 Q1	$9.6K	Hold	212	–	–	0.01%	305
2025 Q4	$9.6K	Hold	212	–	–	0.01%	296
2025 Q3	$9.44K	Hold	212	–	–	0.01%	290
2025 Q2	$8.63K	Buy	212 +1	+0.5%	+$36	0.01%	288
2025 Q1	$7.84K	Buy	211 +1	+0.5%	+$37	0.01%	282
2024 Q4	$8.16K	Buy	+210	New	+$8.01K	0.01%	311

Other funds holding RSPT

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

RMG Wealth Management Platteville, Wisconsin $967M AUM 11.65% 1-Year Est. Return

Davis Investment Partners Charlotte, North Carolina $322M AUM 27.74% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Baker Avenue Asset Management San Francisco, California $5.35B AUM 26.77% 1-Year Est. Return

Rockport Wealth Fairview Park, Ohio $571M AUM 17.22% 1-Year Est. Return

StoneX Group New York $2.75B AUM 24.13% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Kingswood Wealth Advisors San Diego, California $2.6B AUM 27.46% 1-Year Est. Return

Roxbury Financial's RSPT Position: Q3 2026 in Review

Roxbury Financial held its Invesco S&P 500 Equal Weight Technology ETF (RSPT) position steady in Q3 2026 at 212 shares worth $14K. The position accounts for 0.01% of the portfolio, ranked #315.

Roxbury Financial first reported a position in RSPT in Q4 2024 and has held it in 8 quarters since. 335 funds tracked by Wall St. Rank hold RSPT as of Q3 2026.

Roxbury Financial held 212 shares of Invesco S&P 500 Equal Weight Technology ETF worth $14K as of Q3 2026.
Roxbury Financial left its Invesco S&P 500 Equal Weight Technology ETF share count unchanged in Q3 2026.
Invesco S&P 500 Equal Weight Technology ETF made up 0.01% of Roxbury Financial's portfolio in Q3 2026, its #315 holding.
Roxbury Financial first reported a position in Invesco S&P 500 Equal Weight Technology ETF in Q4 2024 and has held it in 8 quarters since.
335 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Technology ETF as of Q3 2026.

Based on Roxbury Financial's 13F filing for Q3 2026, filed 1 Oct 2026.