Wealth Enhancement Advisory Services’s Invesco S&P 500 Equal Weight Technology ETF RSPT Stock Holding History

Wealth Enhancement Advisory Services’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 Q3	$6.46M	Sell	95,084 -799	-0.8%	-$50.6K	0.01%	948
2026 Q2	$6.02M	Sell	95,883 -15,679	-14%	-$900K	0.01%	901
2026 Q1	$5.18M	Buy	111,562 +71,167	+176%	+$3.32M	0.01%	883
2025 Q4	$1.93M	Sell	40,395 -3,580	-8%	-$162K	﹤0.01%	1531
2025 Q3	$1.98M	Sell	43,975 -38,692	-47%	-$1.62M	﹤0.01%	1445
2025 Q2	$3.44M	Sell	82,667 -765	-0.9%	-$27.7K	0.01%	1077
2025 Q1	$2.85M	Sell	83,432 -183,344	-69%	-$6.87M	0.01%	1066
2024 Q4	$10M	Sell	266,776 -27,137	-9%	-$1.03M	0.02%	553
2024 Q3	$11.1M	Buy	293,913 +9,679	+3%	+$353K	0.02%	485
2024 Q2	$10.4M	Sell	284,234 -5,599	-2%	-$195K	0.02%	480
2024 Q1	$10.2M	Buy	289,833 +14,332	+5%	+$483K	0.03%	467
2023 Q4	$8.99M	Buy	275,501 +12,748	+5%	+$374K	0.03%	461
2023 Q3	$7.4M	Buy	+262,753	New	+$7.67M	0.02%	477

Other funds holding RSPT

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

RMG Wealth Management Platteville, Wisconsin $967M AUM 11.65% 1-Year Est. Return

Davis Investment Partners Charlotte, North Carolina $322M AUM 27.74% 1-Year Est. Return

Baker Avenue Asset Management San Francisco, California $5.35B AUM 26.77% 1-Year Est. Return

Rockport Wealth Fairview Park, Ohio $571M AUM 17.22% 1-Year Est. Return

StoneX Group New York $2.75B AUM 24.25% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Kingswood Wealth Advisors San Diego, California $2.6B AUM 27.46% 1-Year Est. Return

Patten & Patten Chattanooga, Tennessee $1.91B AUM 21.06% 1-Year Est. Return

Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return

Wealth Enhancement Advisory Services's RSPT Position: Q3 2026 in Review

Wealth Enhancement Advisory Services reduced its Invesco S&P 500 Equal Weight Technology ETF (RSPT) stake by 0.83% in Q3 2026, selling an estimated $50.6K and leaving 95,084 shares worth $6.46M. The position accounts for 0.01% of the portfolio, ranked #948.

Wealth Enhancement Advisory Services first reported a position in RSPT in Q3 2023 and has held it in 13 quarters since. The position peaked at $11.1M in Q3 2024. 285 funds tracked by Wall St. Rank hold RSPT as of Q3 2026.

Wealth Enhancement Advisory Services held 95,084 shares of Invesco S&P 500 Equal Weight Technology ETF worth $6.46M as of Q3 2026.
Wealth Enhancement Advisory Services sold 799 Invesco S&P 500 Equal Weight Technology ETF shares in Q3 2026, an estimated $50.6K.
Invesco S&P 500 Equal Weight Technology ETF made up 0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #948 holding.
Wealth Enhancement Advisory Services first reported a position in Invesco S&P 500 Equal Weight Technology ETF in Q3 2023 and has held it in 13 quarters since.
Wealth Enhancement Advisory Services's Invesco S&P 500 Equal Weight Technology ETF position peaked at $11.1M in Q3 2024.
285 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Technology ETF as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.