Vishria Bird Financial Group’s Invesco S&P 500 Equal Weight Technology ETF RSPT Stock Holding History

Vishria Bird Financial Group’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
2025 Q3	$2.63M	Sell	59,035 -5	-0%	-$210	0.52%	32
2025 Q2	$2.41M	Hold	59,040	–	–	0.8%	23
2025 Q1	$2.02M	Hold	59,040	–	–	0.69%	29
2024 Q4	$2.21M	Hold	59,040	–	–	0.77%	27
2024 Q3	$2.23M	Hold	59,040	–	–	0.84%	24
2024 Q2	$2.16M	Hold	59,040	–	–	0.91%	25
2024 Q1	$2.08M	Hold	59,040	–	–	0.89%	25
2023 Q4	$1.93M	Hold	59,040	–	–	0.91%	24
2023 Q3	$1.66M	Hold	59,040	–	–	0.94%	23
2023 Q2	$1.74M	Hold	59,040	–	–	1.03%	21
2023 Q1	$1.63M	Sell	59,040 -1,630	-3%	-$43K	1.04%	22
2022 Q4	$1.47M	Sell	60,670 -100	-0.2%	-$2.44K	1.03%	22
2022 Q3	$1.38M	Hold	60,770	–	–	0.93%	23
2022 Q2	$1.44M	Hold	60,770	–	–	0.96%	23
2022 Q1	$1.76M	Sell	60,770 -50	-0.1%	-$1.45K	0.97%	21
2021 Q4	$1.97M	Sell	60,820 -6,480	-10%	-$201K	0.92%	22
2021 Q3	$1.94M	Sell	67,300 -1,420	-2%	-$42.2K	1.02%	22
2021 Q2	$1.99M	Sell	68,720 -2,090	-3%	-$58.4K	0.98%	24
2021 Q1	$1.91M	Sell	70,810 -3,890	-5%	-$102K	1.05%	22
2020 Q4	$1.89M	Sell	74,700 -1,660	-2%	-$38.5K	1.08%	22
2020 Q3	$1.61M	Hold	76,360	–	–	1.01%	18
2020 Q2	$1.52M	Sell	76,360 -330	-0.4%	-$6.12K	1.19%	16
2020 Q1	$1.22M	Sell	76,690 -310	-0.4%	-$5.86K	1.28%	19
2019 Q4	$1.52M	Sell	77,000 -5,460	-7%	-$102K	1.48%	17
2019 Q3	$1.48M	Buy	82,460 +220	+0.3%	+$3.94K	1.69%	17
2019 Q2	$1.46M	Buy	82,240 +1,290	+2%	+$22.4K	1.46%	18
2019 Q1	$1.38M	Sell	80,950 -28,390	-26%	-$452K	1.39%	19
2018 Q4	$1.54M	Sell	109,340 -730	-0.7%	-$11.1K	1.7%	18
2018 Q3	$1.85M	Sell	110,070 -490	-0.4%	-$8.11K	1.59%	17
2018 Q2	$1.75M	Buy	+110,560	New	+$1.74M	1.63%	16

Other funds holding RSPT

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BWFA

Baltimore-Washington Financial Advisors Columbia, Maryland $2.32B AUM 16.8% 1-Year Est. Return

RWM

RMG Wealth Management Platteville, Wisconsin $866M AUM 11.95% 1-Year Est. Return

DIP

Davis Investment Partners Charlotte, North Carolina $283M AUM 24.98% 1-Year Est. Return

Vishria Bird Financial Group's RSPT Position: Q3 2025 in Review

Vishria Bird Financial Group reduced its Invesco S&P 500 Equal Weight Technology ETF (RSPT) stake by 0.01% in Q3 2025, selling an estimated $210 and leaving 59,035 shares worth $2.63M. The position accounts for 0.52% of the portfolio, ranked #32.

Vishria Bird Financial Group first reported a position in RSPT in Q2 2018 and has held it in 30 quarters since. 365 funds tracked by Wall St. Rank hold RSPT as of Q3 2025.

Vishria Bird Financial Group held 59,035 shares of Invesco S&P 500 Equal Weight Technology ETF worth $2.63M as of Q3 2025.
Vishria Bird Financial Group sold 5 Invesco S&P 500 Equal Weight Technology ETF shares in Q3 2025, an estimated $210.
Invesco S&P 500 Equal Weight Technology ETF made up 0.52% of Vishria Bird Financial Group's portfolio in Q3 2025, its #32 holding.
Vishria Bird Financial Group first reported a position in Invesco S&P 500 Equal Weight Technology ETF in Q2 2018 and has held it in 30 quarters since.
365 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Technology ETF as of Q3 2025.

Based on Vishria Bird Financial Group's 13F filing for Q3 2025, filed 21 Oct 2025.