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

Neville Rodie & Shaw New York $1.55B AUM 46.95% 1-Year Est. Return

Sage Capital Advisors Sioux Falls, South Dakota $481M AUM 34.73% 1-Year Est. Return

Walker Asset Management Verona, Missouri $198M AUM 27.67% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return

Bay Colony Advisors Concord, Massachusetts $903M AUM 33.67% 1-Year Est. Return

Paller Financial Services Centennial, Colorado $134M AUM

Kennicott Capital Management Corte Madera, California $216M AUM 24% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.51B AUM 22.61% 1-Year Est. Return

HHM Wealth Advisors Chattanooga, Tennessee $994M AUM 23.11% 1-Year Est. Return