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

Tradition 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 Q2	$2.38M	Sell	36,935 -364	-1%	-$20.9K	0.15%	139
2026 Q1	$1.69M	Sell	37,299 -3,129	-8%	-$146K	0.12%	156
2025 Q4	$1.84M	Sell	40,428 -3,285	-8%	-$149K	0.13%	142
2025 Q3	$1.95M	Sell	43,713 -5,080	-10%	-$213K	0.14%	135
2025 Q2	$1.99M	Sell	48,793 -977	-2%	-$35.4K	0.16%	126
2025 Q1	$1.7M	Sell	49,770 -573	-1%	-$21.5K	0.15%	130
2024 Q4	$1.88M	Sell	50,343 -687	-1%	-$26.2K	0.17%	113
2024 Q3	$1.92M	Sell	51,030 -940	-2%	-$34.3K	0.17%	109
2024 Q2	$1.91M	Sell	51,970 -2,316	-4%	-$80.5K	0.18%	107
2024 Q1	$1.91M	Buy	54,286 +74	+0.1%	+$2.5K	0.19%	102
2023 Q4	$1.77M	Sell	54,212 -275	-0.5%	-$8.08K	0.19%	100
2023 Q3	$1.53M	Buy	54,487 +217	+0.4%	+$6.34K	0.18%	98
2023 Q2	$1.6M	Sell	54,270 -3,500	-6%	-$95.7K	0.19%	96
2023 Q1	$1.59M	Buy	+57,770	New	+$1.52M	0.2%	89
2022 Q2	–	Sell	-64,050	Closed	-$1.85M	–	1137
2022 Q1	$1.85M	Buy	64,050 +1,470	+2%	+$42.6K	0.24%	86
2021 Q4	$2.03M	Sell	62,580 -1,120	-2%	-$34.7K	0.26%	85
2021 Q3	$1.84M	Sell	63,700 -320	-0.5%	-$9.5K	0.26%	89
2021 Q2	$1.86M	Sell	64,020 -1,050	-2%	-$29.3K	0.28%	89
2021 Q1	$1.76M	Sell	65,070 -4,140	-6%	-$108K	0.3%	80
2020 Q4	$1.75M	Buy	+69,210	New	+$1.61M	0.34%	73

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

Tradition Wealth Management's RSPT Position: Q2 2026 in Review

Tradition Wealth Management reduced its Invesco S&P 500 Equal Weight Technology ETF (RSPT) stake by 0.98% in Q2 2026, selling an estimated $20.9K and leaving 36,935 shares worth $2.38M. The position accounts for 0.15% of the portfolio, ranked #139.

Tradition Wealth Management first reported a position in RSPT in Q4 2020 and has held it in 20 quarters since. 501 funds tracked by Wall St. Rank hold RSPT as of Q2 2026.

Tradition Wealth Management held 36,935 shares of Invesco S&P 500 Equal Weight Technology ETF worth $2.38M as of Q2 2026.
Tradition Wealth Management sold 364 Invesco S&P 500 Equal Weight Technology ETF shares in Q2 2026, an estimated $20.9K.
Invesco S&P 500 Equal Weight Technology ETF made up 0.15% of Tradition Wealth Management's portfolio in Q2 2026, its #139 holding.
Tradition Wealth Management first reported a position in Invesco S&P 500 Equal Weight Technology ETF in Q4 2020 and has held it in 20 quarters since.
501 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Technology ETF as of Q2 2026.

Based on Tradition Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.