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

TRB 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	$206K	Buy	+3,201	New	+$184K	0.03%	277

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

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

TRB Wealth Management opened a new position in Invesco S&P 500 Equal Weight Technology ETF (RSPT) in Q2 2026: 3,201 shares worth $206K. The stake represents 0.03% of the portfolio and ranks #277 among its holdings.

498 funds tracked by Wall St. Rank hold RSPT as of Q2 2026.

TRB Wealth Management held 3,201 shares of Invesco S&P 500 Equal Weight Technology ETF worth $206K as of Q2 2026.
Invesco S&P 500 Equal Weight Technology ETF was a new TRB Wealth Management position in Q2 2026.
Invesco S&P 500 Equal Weight Technology ETF made up 0.03% of TRB Wealth Management's portfolio in Q2 2026, its #277 holding.
498 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Technology ETF as of Q2 2026.

Based on TRB Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.