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 Q2	$13.7K	Hold	212	–	–	0.01%	303
2026 Q1	$9.6K	Hold	212	–	–	0.01%	305
2025 Q4	$9.65K	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

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 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

AWM

Activest Wealth Management Aventure, Florida $518M AUM 44.34% 1-Year Est. Return

WLPWM

Walled Lake Planning & Wealth Management Winnetka, Illinois $396M AUM 17.09% 1-Year Est. Return

FTS

Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return

LPT

Legacy Private Trust Neenah, Wisconsin $1.81B AUM 19.87% 1-Year Est. Return

SCA

Sage Capital Advisors Sioux Falls, South Dakota $482M AUM 34.73% 1-Year Est. Return

Roxbury Financial's RSPT Position: Q2 2026 in Review

Roxbury Financial held its Invesco S&P 500 Equal Weight Technology ETF (RSPT) position steady in Q2 2026 at 212 shares worth $13.7K. The position accounts for 0.01% of the portfolio, ranked #303.

Roxbury Financial first reported a position in RSPT in Q4 2024 and has held it in 7 quarters since. 152 funds tracked by Wall St. Rank hold RSPT as of Q2 2026.

Roxbury Financial held 212 shares of Invesco S&P 500 Equal Weight Technology ETF worth $13.7K as of Q2 2026.
Roxbury Financial left its Invesco S&P 500 Equal Weight Technology ETF share count unchanged in Q2 2026.
Invesco S&P 500 Equal Weight Technology ETF made up 0.01% of Roxbury Financial's portfolio in Q2 2026, its #303 holding.
Roxbury Financial first reported a position in Invesco S&P 500 Equal Weight Technology ETF in Q4 2024 and has held it in 7 quarters since.
152 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Technology ETF as of Q2 2026.

Based on Roxbury Financial's 13F filing for Q2 2026, filed 1 Jul 2026.