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 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

RMG Wealth Management Platteville, Wisconsin $866M AUM 11.95% 1-Year Est. Return

Baltimore-Washington Financial Advisors Columbia, Maryland $2.32B AUM 16.8% 1-Year Est. Return

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

Davis Investment Partners Charlotte, North Carolina $283M AUM 24.98% 1-Year Est. Return