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

TFC Financial 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 		$68.3K Hold
1,510
– – 0.01% 241
2025
Q4 		$68.7K Sell
1,510
-3,120
-67% -$142K 0.01% 248
2025
Q3 		$206K Buy
+4,630
New +$194K 0.03% 125

Other funds holding RSPT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RWM
RMG Wealth Management Platteville, Wisconsin $866M AUM 11.95% 1-Year Est. Return
BWFA
Baltimore-Washington Financial Advisors Columbia, Maryland $2.32B AUM 16.8% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
DIP
Davis Investment Partners Charlotte, North Carolina $283M AUM 24.98% 1-Year Est. Return

TFC Financial Management's RSPT Position: Q1 2026 in Review

TFC Financial Management held its Invesco S&P 500 Equal Weight Technology ETF (RSPT) position steady in Q1 2026 at 1,510 shares worth $68.3K. The position accounts for 0.01% of the portfolio, ranked #241.

TFC Financial Management first reported a position in RSPT in Q3 2025 and has held it in 3 quarters since. The position peaked at $206K in Q3 2025. 410 funds tracked by Wall St. Rank hold RSPT as of Q1 2026.

  • TFC Financial Management held 1,510 shares of Invesco S&P 500 Equal Weight Technology ETF worth $68.3K as of Q1 2026.
  • TFC Financial Management left its Invesco S&P 500 Equal Weight Technology ETF share count unchanged in Q1 2026.
  • Invesco S&P 500 Equal Weight Technology ETF made up 0.01% of TFC Financial Management's portfolio in Q1 2026, its #241 holding.
  • TFC Financial Management first reported a position in Invesco S&P 500 Equal Weight Technology ETF in Q3 2025 and has held it in 3 quarters since.
  • TFC Financial Management's Invesco S&P 500 Equal Weight Technology ETF position peaked at $206K in Q3 2025.
  • 410 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Technology ETF as of Q1 2026.

Based on TFC Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.