Secure Asset Management’s Invesco S&P 500 Equal Weight Technology ETF RSPT Stock Holding History

Secure Asset Management’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	$2.89M	Sell	44,756 -62	-0.1%	-$3.56K	0.4%	66
2026 Q1	$2.03M	Sell	44,818 -6	-0%	-$280	0.32%	87
2025 Q4	$2.04M	Sell	44,824 -9,136	-17%	-$415K	0.32%	83
2025 Q3	$2.43M	Buy	53,960 +6	+0%	+$252	0.4%	71
2025 Q2	$2.2M	Buy	53,954 +418	+0.8%	+$15.1K	0.41%	67
2025 Q1	$1.83M	Buy	53,536 +951	+2%	+$35.6K	0.37%	88
2024 Q4	$1.97M	Buy	52,585 +7,483	+17%	+$285K	0.3%	80
2024 Q3	$1.7M	Buy	45,102 +27	+0.1%	+$984	0.29%	84
2024 Q2	$1.65M	Buy	+45,075	New	+$1.57M	0.31%	74

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

Secure Asset Management's RSPT Position: Q2 2026 in Review

Secure Asset Management reduced its Invesco S&P 500 Equal Weight Technology ETF (RSPT) stake by 0.14% in Q2 2026, selling an estimated $3.56K and leaving 44,756 shares worth $2.89M. The position accounts for 0.4% of the portfolio, ranked #66.

Secure Asset Management first reported a position in RSPT in Q2 2024 and has held it in 9 quarters since. 500 funds tracked by Wall St. Rank hold RSPT as of Q2 2026.

Secure Asset Management held 44,756 shares of Invesco S&P 500 Equal Weight Technology ETF worth $2.89M as of Q2 2026.
Secure Asset Management sold 62 Invesco S&P 500 Equal Weight Technology ETF shares in Q2 2026, an estimated $3.56K.
Invesco S&P 500 Equal Weight Technology ETF made up 0.4% of Secure Asset Management's portfolio in Q2 2026, its #66 holding.
Secure Asset Management first reported a position in Invesco S&P 500 Equal Weight Technology ETF in Q2 2024 and has held it in 9 quarters since.
500 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Technology ETF as of Q2 2026.

Based on Secure Asset Management's 13F filing for Q2 2026, filed 15 Jul 2026.