Wealth Enhancement Advisory Services
RSPT icon

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
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 		$9.98M 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

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
RWM
RMG Wealth Management Platteville, Wisconsin $866M AUM 11.95% 1-Year Est. Return
BWFA
Baltimore-Washington Financial Advisors Columbia, Maryland $2.32B AUM 16.8% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
DIP
Davis Investment Partners Charlotte, North Carolina $283M AUM 24.98% 1-Year Est. Return