Smith Salley Wealth Management’s Invesco S&P 500 Equal Weight Technology ETF RSPT Stock Holding History

Smith Salley Wealth 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 Q3	–	Sell	-801	Closed	-$225K	–	285
2026 Q2	$225K	Hold	801	–	–	0.01%	261
2026 Q1	$225K	Hold	801	–	–	0.01%	251
2025 Q4	$225K	Hold	801	–	–	0.01%	250
2025 Q3	$225K	Hold	801	–	–	0.01%	250
2025 Q2	$225K	Hold	801	–	–	0.01%	243
2025 Q1	$225K	Hold	801	–	–	0.01%	229
2024 Q4	$225K	Hold	801	–	–	0.01%	230
2024 Q3	$225K	Hold	801	–	–	0.01%	230
2024 Q2	$225K	Hold	801	–	–	0.02%	215
2024 Q1	$225K	Hold	801	–	–	0.02%	212
2023 Q4	$225K	Hold	801	–	–	0.01%	228
2023 Q3	$225K	Sell	801 -7,209	-90%	-$210K	0.02%	219
2023 Q2	$225K	Hold	8,010	–	–	0.02%	217
2023 Q1	$221K	Buy	+8,010	New	+$211K	0.02%	214

Other funds holding RSPT

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

RMG Wealth Management Platteville, Wisconsin $967M AUM 11.65% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Davis Investment Partners Charlotte, North Carolina $322M AUM 27.74% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $67.2B AUM 18.61% 1-Year Est. Return

Baker Avenue Asset Management San Francisco, California $5.35B AUM 26.77% 1-Year Est. Return

Smith Salley Wealth Management's RSPT Position: Q3 2026 in Review

Smith Salley Wealth Management sold out of Invesco S&P 500 Equal Weight Technology ETF (RSPT) in Q3 2026, closing a stake of 801 shares — an estimated $225K sold.

Smith Salley Wealth Management first reported a position in RSPT in Q1 2023 and held it in 14 quarters. The position peaked at $225K in Q2 2026. 393 funds tracked by Wall St. Rank hold RSPT as of Q3 2026.

Smith Salley Wealth Management reported no remaining Invesco S&P 500 Equal Weight Technology ETF position as of Q3 2026 after selling out during the quarter.
Smith Salley Wealth Management sold 801 Invesco S&P 500 Equal Weight Technology ETF shares in Q3 2026, an estimated $225K.
Smith Salley Wealth Management first reported a position in Invesco S&P 500 Equal Weight Technology ETF in Q1 2023 and held it in 14 quarters.
Smith Salley Wealth Management's Invesco S&P 500 Equal Weight Technology ETF position peaked at $225K in Q2 2026.
393 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Technology ETF as of Q3 2026.

Based on Smith Salley Wealth Management's 13F filing for Q3 2026, filed 3 Nov 2026.