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

TCFG Wealth 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 Q1	$633K	Buy	13,989 +3,955	+39%	+$185K	0.24%	103
2025 Q4	$457K	Sell	10,034 -3,203	-24%	-$145K	0.18%	145
2025 Q3	$590K	Sell	13,237 -129	-1%	-$5.42K	0.23%	108
2025 Q2	$545K	Buy	13,366 +4	+0%	+$145	0.25%	112
2025 Q1	$457K	Sell	13,362 -20	-0.1%	-$749	0.23%	110
2024 Q4	$501K	Buy	13,382 +656	+5%	+$25K	0.25%	98
2024 Q3	$480K	Buy	+12,726	New	+$464K	0.24%	100

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

RWM

RMG Wealth Management Platteville, Wisconsin $969M AUM 18.56% 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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

DIP

Davis Investment Partners Charlotte, North Carolina $328M AUM 36.73% 1-Year Est. Return

TCFG Wealth Management's RSPT Position: Q1 2026 in Review

TCFG Wealth Management increased its Invesco S&P 500 Equal Weight Technology ETF (RSPT) stake by 39% in Q1 2026, buying an estimated $185K and bringing the position to 13,989 shares worth $633K. The position accounts for 0.24% of the portfolio, ranked #103.

TCFG Wealth Management first reported a position in RSPT in Q3 2024 and has held it in 7 quarters since. 412 funds tracked by Wall St. Rank hold RSPT as of Q1 2026.

TCFG Wealth Management held 13,989 shares of Invesco S&P 500 Equal Weight Technology ETF worth $633K as of Q1 2026.
TCFG Wealth Management bought 3,955 Invesco S&P 500 Equal Weight Technology ETF shares in Q1 2026, an estimated $185K.
Invesco S&P 500 Equal Weight Technology ETF made up 0.24% of TCFG Wealth Management's portfolio in Q1 2026, its #103 holding.
TCFG Wealth Management first reported a position in Invesco S&P 500 Equal Weight Technology ETF in Q3 2024 and has held it in 7 quarters since.
412 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Technology ETF as of Q1 2026.

Based on TCFG Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.