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

Summit Financial’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 		$408K Sell
6,319
-621
-9% -$35.6K ﹤0.01% 1180
2026
Q1 		$314K Buy
6,940
+1,109
+19% +$51.8K ﹤0.01% 1172
2025
Q4 		$265K Buy
5,831
+281
+5% +$12.8K ﹤0.01% 1126
2025
Q3 		$247K Buy
+5,550
New +$233K ﹤0.01% 1131

Other funds holding RSPT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
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
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
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Summit Financial's RSPT Position: Q2 2026 in Review

Summit Financial reduced its Invesco S&P 500 Equal Weight Technology ETF (RSPT) stake by 8.9% in Q2 2026, selling an estimated $35.6K and leaving 6,319 shares worth $408K. The position accounts for ﹤0.01% of the portfolio, ranked #1180.

Summit Financial first reported a position in RSPT in Q3 2025 and has held it in 4 quarters since. 501 funds tracked by Wall St. Rank hold RSPT as of Q2 2026.

  • Summit Financial held 6,319 shares of Invesco S&P 500 Equal Weight Technology ETF worth $408K as of Q2 2026.
  • Summit Financial sold 621 Invesco S&P 500 Equal Weight Technology ETF shares in Q2 2026, an estimated $35.6K.
  • Invesco S&P 500 Equal Weight Technology ETF made up ﹤0.01% of Summit Financial's portfolio in Q2 2026, its #1180 holding.
  • Summit Financial first reported a position in Invesco S&P 500 Equal Weight Technology ETF in Q3 2025 and has held it in 4 quarters since.
  • 501 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Technology ETF as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.