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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
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
RWM
RMG Wealth Management Platteville, Wisconsin $866M AUM 11.95% 1-Year Est. Return
BWFA
Baltimore-Washington Financial Advisors Columbia, Maryland $2.32B AUM 16.8% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
DIP
Davis Investment Partners Charlotte, North Carolina $283M AUM 24.98% 1-Year Est. Return