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 Q3	$332K	Sell	5,184 -2,458	-32%	-$156K	0.01%	1019
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

Kingswood Wealth Advisors San Diego, California $2.6B AUM 27.46% 1-Year Est. Return

Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return

Neville Rodie & Shaw New York $1.48B AUM 34.49% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Aventus Investment Advisors Naples, Florida $137M AUM 14.14% 1-Year Est. Return

Yoder Wealth Management Walnut Creek, California $265M AUM 16.95% 1-Year Est. Return

Activest Wealth Management Aventure, Florida $540M AUM 34.92% 1-Year Est. Return

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

Fifth Third Securities Cincinnati, Ohio $1.98B AUM 13.08% 1-Year Est. Return

Islay Capital Management Lubbock, Texas $213M AUM 16.45% 1-Year Est. Return

Sigma Planning Corp's RSPT Position: Q3 2026 in Review

Sigma Planning Corp reduced its Invesco S&P 500 Equal Weight Technology ETF (RSPT) stake by 32% in Q3 2026, selling an estimated $156K and leaving 5,184 shares worth $332K. The position accounts for 0.01% of the portfolio, ranked #1019.

Sigma Planning Corp first reported a position in RSPT in Q3 2018 and has held it in 24 quarters since. The position peaked at $876K in Q3 2018. 153 funds tracked by Wall St. Rank hold RSPT as of Q3 2026.

Sigma Planning Corp held 5,184 shares of Invesco S&P 500 Equal Weight Technology ETF worth $332K as of Q3 2026.
Sigma Planning Corp sold 2,458 Invesco S&P 500 Equal Weight Technology ETF shares in Q3 2026, an estimated $156K.
Invesco S&P 500 Equal Weight Technology ETF made up 0.01% of Sigma Planning Corp's portfolio in Q3 2026, its #1019 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 24 quarters since.
Sigma Planning Corp's Invesco S&P 500 Equal Weight Technology ETF position peaked at $876K in Q3 2018.
153 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Technology ETF as of Q3 2026.

Based on Sigma Planning Corp's 13F filing for Q3 2026, filed 23 Oct 2026.