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 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

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

Smith Salley Wealth Management's RSPT Position: Q2 2026 in Review

Smith Salley Wealth Management held its Invesco S&P 500 Equal Weight Technology ETF (RSPT) position steady in Q2 2026 at 801 shares worth $225K. The position accounts for 0.01% of the portfolio, ranked #261.

Smith Salley Wealth Management first reported a position in RSPT in Q1 2023 and has held it in 14 quarters since. 501 funds tracked by Wall St. Rank hold RSPT as of Q2 2026.

Smith Salley Wealth Management held 801 shares of Invesco S&P 500 Equal Weight Technology ETF worth $225K as of Q2 2026.
Smith Salley Wealth Management left its Invesco S&P 500 Equal Weight Technology ETF share count unchanged in Q2 2026.
Invesco S&P 500 Equal Weight Technology ETF made up 0.01% of Smith Salley Wealth Management's portfolio in Q2 2026, its #261 holding.
Smith Salley Wealth Management first reported a position in Invesco S&P 500 Equal Weight Technology ETF in Q1 2023 and has held it in 14 quarters since.
501 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Technology ETF as of Q2 2026.

Based on Smith Salley Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.