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 Q2	$97.4K	Hold	1,510	–	–	0.01%	223
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 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

TFC Financial Management's RSPT Position: Q2 2026 in Review

TFC Financial Management held its Invesco S&P 500 Equal Weight Technology ETF (RSPT) position steady in Q2 2026 at 1,510 shares worth $97.4K. The position accounts for 0.01% of the portfolio, ranked #223.

TFC Financial Management first reported a position in RSPT in Q3 2025 and has held it in 4 quarters since. The position peaked at $206K in Q3 2025. 501 funds tracked by Wall St. Rank hold RSPT as of Q2 2026.

TFC Financial Management held 1,510 shares of Invesco S&P 500 Equal Weight Technology ETF worth $97.4K as of Q2 2026.
TFC Financial 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 TFC Financial Management's portfolio in Q2 2026, its #223 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 4 quarters since.
TFC Financial Management's Invesco S&P 500 Equal Weight Technology ETF position peaked at $206K in Q3 2025.
501 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Technology ETF as of Q2 2026.

Based on TFC Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.