Summit Wealth Group (Colorado)’s Invesco S&P 500 Equal Weight Technology ETF RSPT Stock Holding History

Summit Wealth Group (Colorado)’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	$486K	Sell	7,541 -26	-0.3%	-$1.49K	0.04%	220
2026 Q1	$342K	Sell	7,567 -328	-4%	-$15.3K	0.04%	236
2025 Q4	$359K	Buy	+7,895	New	+$358K	0.05%	186
2025 Q3	–	Sell	-9,524	Closed	-$388K	–	599
2025 Q2	$388K	Buy	+9,524	New	+$345K	0.1%	152

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

Summit Wealth Group (Colorado)'s RSPT Position: Q2 2026 in Review

Summit Wealth Group (Colorado) reduced its Invesco S&P 500 Equal Weight Technology ETF (RSPT) stake by 0.34% in Q2 2026, selling an estimated $1.49K and leaving 7,541 shares worth $486K. The position accounts for 0.04% of the portfolio, ranked #220.

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

Summit Wealth Group (Colorado) held 7,541 shares of Invesco S&P 500 Equal Weight Technology ETF worth $486K as of Q2 2026.
Summit Wealth Group (Colorado) sold 26 Invesco S&P 500 Equal Weight Technology ETF shares in Q2 2026, an estimated $1.49K.
Invesco S&P 500 Equal Weight Technology ETF made up 0.04% of Summit Wealth Group (Colorado)'s portfolio in Q2 2026, its #220 holding.
Summit Wealth Group (Colorado) first reported a position in Invesco S&P 500 Equal Weight Technology ETF in Q2 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 Wealth Group (Colorado)'s 13F filing for Q2 2026, filed 28 Jul 2026.