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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
Q2 		$527K Buy
+8,165
New +$468K 0.24% 77

Other funds holding RSPT

BAAM
Baker Avenue Asset Management San Francisco, California $5.28B AUM 39.19% 1-Year Est. Return
BFG
Bouchey Financial Group Troy, New York $1.55B AUM 29.02% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
RW
Rockport Wealth Fairview Park, Ohio $595M AUM 23.65% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
PWP
Prasad Wealth Partners Independence, Ohio $416M AUM 21.9% 1-Year Est. Return
NRS
Neville Rodie & Shaw New York $1.55B AUM 46.95% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
AIA
Aventus Investment Advisors Naples, Florida $136M AUM 20.32% 1-Year Est. Return
YWM
Yoder Wealth Management Walnut Creek, California $256M AUM 23.47% 1-Year Est. Return

Sunbeam Capital Management's RSPT Position: Q2 2026 in Review

Sunbeam Capital Management opened a new position in Invesco S&P 500 Equal Weight Technology ETF (RSPT) in Q2 2026: 8,165 shares worth $527K. The stake represents 0.24% of the portfolio and ranks #77 among its holdings.

225 funds tracked by Wall St. Rank hold RSPT as of Q2 2026.

  • Sunbeam Capital Management held 8,165 shares of Invesco S&P 500 Equal Weight Technology ETF worth $527K as of Q2 2026.
  • Invesco S&P 500 Equal Weight Technology ETF was a new Sunbeam Capital Management position in Q2 2026.
  • Invesco S&P 500 Equal Weight Technology ETF made up 0.24% of Sunbeam Capital Management's portfolio in Q2 2026, its #77 holding.
  • 225 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Technology ETF as of Q2 2026.

Based on Sunbeam Capital Management's 13F filing for Q2 2026, filed 14 Jul 2026.