Sigma Planning Corp’s Invesco S&P 500 Equal Weight Technology ETF RSPT Stock Holding History

Sigma Planning Corp’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	$493K	Buy	7,642 +3,217	+73%	+$185K	0.01%	919
2026 Q1	$200K	Buy	+4,425	New	+$206K	0.01%	1246
2025 Q1	–	Sell	-5,700	Closed	-$213K	–	1270
2024 Q4	$213K	Sell	5,700 -648	-10%	-$24.7K	0.01%	1070
2024 Q3	$239K	Sell	6,348 -1,495	-19%	-$54.5K	0.01%	1052
2024 Q2	$288K	Sell	7,843 -514	-6%	-$17.9K	0.01%	944
2024 Q1	$294K	Buy	+8,357	New	+$282K	0.01%	968
2023 Q4	–	Sell	-9,869	Closed	-$278K	–	1111
2023 Q3	$278K	Buy	9,869 +1,169	+13%	+$34.1K	0.01%	950
2023 Q2	$256K	Sell	8,700 -8,990	-51%	-$246K	0.01%	999
2023 Q1	$488K	Buy	17,690 +310	+2%	+$8.17K	0.02%	802
2022 Q4	$422K	Sell	17,380 -2,350	-12%	-$57.4K	0.02%	836
2022 Q3	$447K	Buy	19,730 +540	+3%	+$13.8K	0.02%	778
2022 Q2	$454K	Sell	19,190 -140	-0.7%	-$3.62K	0.02%	795
2022 Q1	$559K	Buy	19,330 +3,400	+21%	+$98.6K	0.02%	804
2021 Q4	$516K	Buy	15,930 +2,490	+19%	+$77.1K	0.01%	844
2021 Q3	$388K	Buy	13,440 +10	+0.1%	+$297	0.01%	930
2021 Q2	$390K	Buy	13,430 +770	+6%	+$21.5K	0.01%	944
2021 Q1	$342K	Buy	12,660 +1,710	+16%	+$44.8K	0.01%	925
2020 Q4	$278K	Sell	10,950 -3,080	-22%	-$71.5K	0.01%	943
2020 Q3	$296K	Buy	14,030 +3,030	+28%	+$63.1K	0.01%	800
2020 Q2	$219K	Sell	11,000 -1,860	-14%	-$34.5K	0.01%	905
2020 Q1	$205K	Buy	+12,860	New	+$243K	0.01%	783
2019 Q3	–	Sell	-12,430	Closed	-$221K	–	1056
2019 Q2	$221K	Buy	+12,430	New	+$215K	0.01%	868
2018 Q4	–	Sell	-52,060	Closed	-$876K	–	955
2018 Q3	$876K	Buy	+52,060	New	+$862K	0.05%	325

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

Sigma Planning Corp's RSPT Position: Q2 2026 in Review

Sigma Planning Corp increased its Invesco S&P 500 Equal Weight Technology ETF (RSPT) stake by 73% in Q2 2026, buying an estimated $185K and bringing the position to 7,642 shares worth $493K. The position accounts for 0.01% of the portfolio, ranked #919.

Sigma Planning Corp first reported a position in RSPT in Q3 2018 and has held it in 23 quarters since. The position peaked at $876K in Q3 2018. 501 funds tracked by Wall St. Rank hold RSPT as of Q2 2026.

Sigma Planning Corp held 7,642 shares of Invesco S&P 500 Equal Weight Technology ETF worth $493K as of Q2 2026.
Sigma Planning Corp bought 3,217 Invesco S&P 500 Equal Weight Technology ETF shares in Q2 2026, an estimated $185K.
Invesco S&P 500 Equal Weight Technology ETF made up 0.01% of Sigma Planning Corp's portfolio in Q2 2026, its #919 holding.
Sigma Planning Corp first reported a position in Invesco S&P 500 Equal Weight Technology ETF in Q3 2018 and has held it in 23 quarters since.
Sigma Planning Corp's Invesco S&P 500 Equal Weight Technology ETF position peaked at $876K in Q3 2018.
501 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Technology ETF as of Q2 2026.

Based on Sigma Planning Corp's 13F filing for Q2 2026, filed 7 Aug 2026.