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Sunbeam Capital Management’s Invesco S&P 500 Equal Weight Technology ETF RSPT Stock Holding History

Sunbeam Capital 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
Q3 		$548K Buy
8,317
+152
+2% +$9.6K 0.25% 68
2026
Q2 		$527K Buy
+8,165
New +$468K 0.24% 77

Other funds holding RSPT

RMG Wealth Management
RMG Wealth Management Platteville, Wisconsin $967M AUM 11.65% 1-Year Est. Return
Davis Investment Partners
Davis Investment Partners Charlotte, North Carolina $322M AUM 27.74% 1-Year Est. Return
Rockport Wealth
Rockport Wealth Fairview Park, Ohio $571M AUM 17.22% 1-Year Est. Return
StoneX Group
StoneX Group New York $2.75B AUM 24.25% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Kingswood Wealth Advisors
Kingswood Wealth Advisors San Diego, California $2.6B AUM 27.46% 1-Year Est. Return
Patten & Patten
Patten & Patten Chattanooga, Tennessee $1.91B AUM 21.06% 1-Year Est. Return
Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return
Neville Rodie & Shaw
Neville Rodie & Shaw New York $1.48B AUM 34.49% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Sunbeam Capital Management's RSPT Position: Q3 2026 in Review

Sunbeam Capital Management increased its Invesco S&P 500 Equal Weight Technology ETF (RSPT) stake by 1.9% in Q3 2026, buying an estimated $9.6K and bringing the position to 8,317 shares worth $548K. The position accounts for 0.25% of the portfolio, ranked #68.

Sunbeam Capital Management first reported a position in RSPT in Q2 2026 and has held it in 2 quarters since. 272 funds tracked by Wall St. Rank hold RSPT as of Q3 2026.

  • Sunbeam Capital Management held 8,317 shares of Invesco S&P 500 Equal Weight Technology ETF worth $548K as of Q3 2026.
  • Sunbeam Capital Management bought 152 Invesco S&P 500 Equal Weight Technology ETF shares in Q3 2026, an estimated $9.6K.
  • Invesco S&P 500 Equal Weight Technology ETF made up 0.25% of Sunbeam Capital Management's portfolio in Q3 2026, its #68 holding.
  • Sunbeam Capital Management first reported a position in Invesco S&P 500 Equal Weight Technology ETF in Q2 2026 and has held it in 2 quarters since.
  • 272 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Technology ETF as of Q3 2026.

Based on Sunbeam Capital Management's 13F filing for Q3 2026, filed 5 Nov 2026.