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

Sax Wealth Advisors’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	$588K	Sell	12,987 -15,660	-55%	-$899K	0.02%	309
2026 Q1	$1.3M	Hold	28,647	–	–	0.06%	162
2025 Q4	$1.3M	Sell	28,647 -3,856	-12%	-$175K	0.06%	164
2025 Q3	$1.45M	Buy	32,503 +1,302	+4%	+$54.7K	0.08%	137
2025 Q2	$1.27M	Buy	31,201 +4,992	+19%	+$181K	0.08%	148
2025 Q1	$896K	Buy	26,209 +3,574	+16%	+$134K	0.06%	153
2024 Q4	$847K	Buy	22,635 +11,770	+108%	+$449K	0.07%	136
2024 Q3	$410K	Buy	10,865 +3,867	+55%	+$141K	0.04%	177
2024 Q2	$257K	Buy	+6,998	New	+$243K	0.02%	229

Other funds holding RSPT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

BWFA

Baltimore-Washington Financial Advisors Columbia, Maryland $2.67B AUM 19.65% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

DIP

Davis Investment Partners Charlotte, North Carolina $328M AUM 36.73% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Sax Wealth Advisors's RSPT Position: Q2 2026 in Review

Sax Wealth Advisors reduced its Invesco S&P 500 Equal Weight Technology ETF (RSPT) stake by 55% in Q2 2026, selling an estimated $899K and leaving 12,987 shares worth $588K. The position accounts for 0.02% of the portfolio, ranked #309.

Sax Wealth Advisors first reported a position in RSPT in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.45M in Q3 2025. 500 funds tracked by Wall St. Rank hold RSPT as of Q2 2026.

Sax Wealth Advisors held 12,987 shares of Invesco S&P 500 Equal Weight Technology ETF worth $588K as of Q2 2026.
Sax Wealth Advisors sold 15,660 Invesco S&P 500 Equal Weight Technology ETF shares in Q2 2026, an estimated $899K.
Invesco S&P 500 Equal Weight Technology ETF made up 0.02% of Sax Wealth Advisors's portfolio in Q2 2026, its #309 holding.
Sax Wealth Advisors first reported a position in Invesco S&P 500 Equal Weight Technology ETF in Q2 2024 and has held it in 9 quarters since.
Sax Wealth Advisors's Invesco S&P 500 Equal Weight Technology ETF position peaked at $1.45M in Q3 2025.
500 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Technology ETF as of Q2 2026.

Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.