Waverly Advisors’s Invesco S&P 500 Equal Weight Technology ETF RSPT Stock Holding History

Waverly Advisors’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	$876K	Sell	13,578 -2,195	-14%	-$126K	0.01%	943
2026 Q1	$714K	Buy	15,773 +7,547	+92%	+$352K	0.01%	935
2025 Q4	$374K	Buy	8,226 +707	+9%	+$32.1K	﹤0.01%	1119
2025 Q3	$335K	Sell	7,519 -1,315	-15%	-$55.2K	﹤0.01%	994
2025 Q2	$360K	Buy	+8,834	New	+$320K	﹤0.01%	903
2018 Q4	–	Sell	-64,860	Closed	-$1.09M	–	186
2018 Q3	$1.09M	Hold	64,860	–	–	0.16%	77
2018 Q2	$1.03M	Hold	64,860	–	–	0.16%	75
2018 Q1	$981K	Hold	64,860	–	–	0.16%	81
2017 Q4	$927K	Hold	64,860	–	–	0.13%	102
2017 Q3	$876K	Hold	64,860	–	–	0.19%	94
2017 Q2	$809K	Hold	64,860	–	–	0.2%	92
2017 Q1	$783K	Buy	+64,860	New	+$755K	0.21%	90

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

Waverly Advisors's RSPT Position: Q2 2026 in Review

Waverly Advisors reduced its Invesco S&P 500 Equal Weight Technology ETF (RSPT) stake by 14% in Q2 2026, selling an estimated $126K and leaving 13,578 shares worth $876K. The position accounts for 0.01% of the portfolio, ranked #943.

Waverly Advisors first reported a position in RSPT in Q1 2017 and has held it in 12 quarters since. The position peaked at $1.09M in Q3 2018. 500 funds tracked by Wall St. Rank hold RSPT as of Q2 2026.

Waverly Advisors held 13,578 shares of Invesco S&P 500 Equal Weight Technology ETF worth $876K as of Q2 2026.
Waverly Advisors sold 2,195 Invesco S&P 500 Equal Weight Technology ETF shares in Q2 2026, an estimated $126K.
Invesco S&P 500 Equal Weight Technology ETF made up 0.01% of Waverly Advisors's portfolio in Q2 2026, its #943 holding.
Waverly Advisors first reported a position in Invesco S&P 500 Equal Weight Technology ETF in Q1 2017 and has held it in 12 quarters since.
Waverly Advisors's Invesco S&P 500 Equal Weight Technology ETF position peaked at $1.09M in Q3 2018.
500 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Technology ETF as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.