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

Synergy Investment 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	$11.3K	Hold	175	–	–	﹤0.01%	612
2026 Q1	$7.92K	Buy	+175	New	+$8.17K	﹤0.01%	525
2025 Q2	–	Sell	-2,093	Closed	-$71.6K	–	459
2025 Q1	$71.6K	Hold	2,093	–	–	0.03%	197
2024 Q4	$78.3K	Buy	+2,093	New	+$79.8K	0.03%	192

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

Synergy Investment Management's RSPT Position: Q2 2026 in Review

Synergy Investment Management held its Invesco S&P 500 Equal Weight Technology ETF (RSPT) position steady in Q2 2026 at 175 shares worth $11.3K. The position accounts for ﹤0.01% of the portfolio, ranked #612.

Synergy Investment Management first reported a position in RSPT in Q4 2024 and has held it in 4 quarters since. The position peaked at $78.3K in Q4 2024. 500 funds tracked by Wall St. Rank hold RSPT as of Q2 2026.

Synergy Investment Management held 175 shares of Invesco S&P 500 Equal Weight Technology ETF worth $11.3K as of Q2 2026.
Synergy Investment Management left its Invesco S&P 500 Equal Weight Technology ETF share count unchanged in Q2 2026.
Invesco S&P 500 Equal Weight Technology ETF made up ﹤0.01% of Synergy Investment Management's portfolio in Q2 2026, its #612 holding.
Synergy Investment Management first reported a position in Invesco S&P 500 Equal Weight Technology ETF in Q4 2024 and has held it in 4 quarters since.
Synergy Investment Management's Invesco S&P 500 Equal Weight Technology ETF position peaked at $78.3K in Q4 2024.
500 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Technology ETF as of Q2 2026.

Based on Synergy Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.