Sovereign Financial Group’s Invesco S&P 500 Equal Weight Technology ETF RSPT Stock Holding History

Sovereign Financial Group’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	$323K	Hold	5,001	–	–	0.05%	287
2026 Q1	$226K	Buy	5,001 +1	+0%	+$47	0.04%	319
2025 Q4	$228K	Hold	5,000	–	–	0.04%	307
2025 Q3	$223K	Hold	5,000	–	–	0.04%	300
2025 Q2	$204K	Buy	+5,000	New	+$181K	0.04%	301

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

Sovereign Financial Group's RSPT Position: Q2 2026 in Review

Sovereign Financial Group held its Invesco S&P 500 Equal Weight Technology ETF (RSPT) position steady in Q2 2026 at 5,001 shares worth $323K. The position accounts for 0.05% of the portfolio, ranked #287.

Sovereign Financial Group first reported a position in RSPT in Q2 2025 and has held it in 5 quarters since. 501 funds tracked by Wall St. Rank hold RSPT as of Q2 2026.

Sovereign Financial Group held 5,001 shares of Invesco S&P 500 Equal Weight Technology ETF worth $323K as of Q2 2026.
Sovereign Financial Group 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 0.05% of Sovereign Financial Group's portfolio in Q2 2026, its #287 holding.
Sovereign Financial Group first reported a position in Invesco S&P 500 Equal Weight Technology ETF in Q2 2025 and has held it in 5 quarters since.
501 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Technology ETF as of Q2 2026.

Based on Sovereign Financial Group's 13F filing for Q2 2026, filed 24 Jul 2026.