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 Q3	$497K	Hold	7,541	–	–	0.03%	262
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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

RMG Wealth Management Platteville, Wisconsin $967M AUM 11.65% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Davis Investment Partners Charlotte, North Carolina $322M AUM 27.74% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $67.2B AUM 18.61% 1-Year Est. Return

Baker Avenue Asset Management San Francisco, California $5.35B AUM 26.77% 1-Year Est. Return

Summit Wealth Group (Colorado)'s RSPT Position: Q3 2026 in Review

Summit Wealth Group (Colorado) held its Invesco S&P 500 Equal Weight Technology ETF (RSPT) position steady in Q3 2026 at 7,541 shares worth $497K. The position accounts for 0.03% of the portfolio, ranked #262.

Summit Wealth Group (Colorado) first reported a position in RSPT in Q2 2025 and has held it in 5 quarters since. 402 funds tracked by Wall St. Rank hold RSPT as of Q3 2026.

Summit Wealth Group (Colorado) held 7,541 shares of Invesco S&P 500 Equal Weight Technology ETF worth $497K as of Q3 2026.
Summit Wealth Group (Colorado) left its Invesco S&P 500 Equal Weight Technology ETF share count unchanged in Q3 2026.
Invesco S&P 500 Equal Weight Technology ETF made up 0.03% of Summit Wealth Group (Colorado)'s portfolio in Q3 2026, its #262 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 5 quarters since.
402 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Technology ETF as of Q3 2026.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q3 2026, filed 29 Oct 2026.