WMA
RSPT icon

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

Wealth Management Associates’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 		$995K Sell
15,425
-324
-2% -$18.6K 0.27% 65
2026
Q1 		$713K Sell
15,749
-79
-0.5% -$3.69K 0.25% 84
2025
Q4 		$720K Sell
15,828
-1,788
-10% -$81.1K 0.25% 74
2025
Q3 		$785K Buy
17,616
+551
+3% +$23.1K 0.28% 69
2025
Q2 		$696K Sell
17,065
-5,868
-26% -$212K 0.27% 72
2025
Q1 		$784K Sell
22,933
-2,213
-9% -$82.9K 0.34% 61
2024
Q4 		$941K Sell
25,146
-1,670
-6% -$63.7K 0.4% 54
2024
Q3 		$1.01M Buy
26,816
+727
+3% +$26.5K 0.44% 51
2024
Q2 		$956K Hold
26,089
– – 0.45% 48
2024
Q1 		$956K Buy
26,089
+18,314
+236% +$617K 0.45% 48
2023
Q4 		$254K Buy
+7,775
New +$228K 0.13% 163

Other funds holding RSPT

BAAM
Baker Avenue Asset Management San Francisco, California $5.28B AUM 39.19% 1-Year Est. Return
BFG
Bouchey Financial Group Troy, New York $1.55B AUM 29.02% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
RW
Rockport Wealth Fairview Park, Ohio $595M AUM 23.65% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
PWP
Prasad Wealth Partners Independence, Ohio $416M AUM 21.9% 1-Year Est. Return
NRS
Neville Rodie & Shaw New York $1.55B AUM 46.95% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
AIA
Aventus Investment Advisors Naples, Florida $136M AUM 20.32% 1-Year Est. Return
YWM
Yoder Wealth Management Walnut Creek, California $256M AUM 23.47% 1-Year Est. Return

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

Wealth Management Associates reduced its Invesco S&P 500 Equal Weight Technology ETF (RSPT) stake by 2.1% in Q2 2026, selling an estimated $18.6K and leaving 15,425 shares worth $995K. The position accounts for 0.27% of the portfolio, ranked #65.

Wealth Management Associates first reported a position in RSPT in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.01M in Q3 2024. 226 funds tracked by Wall St. Rank hold RSPT as of Q2 2026.

  • Wealth Management Associates held 15,425 shares of Invesco S&P 500 Equal Weight Technology ETF worth $995K as of Q2 2026.
  • Wealth Management Associates sold 324 Invesco S&P 500 Equal Weight Technology ETF shares in Q2 2026, an estimated $18.6K.
  • Invesco S&P 500 Equal Weight Technology ETF made up 0.27% of Wealth Management Associates's portfolio in Q2 2026, its #65 holding.
  • Wealth Management Associates first reported a position in Invesco S&P 500 Equal Weight Technology ETF in Q4 2023 and has held it in 11 quarters since.
  • Wealth Management Associates's Invesco S&P 500 Equal Weight Technology ETF position peaked at $1.01M in Q3 2024.
  • 226 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Technology ETF as of Q2 2026.

Based on Wealth Management Associates's 13F filing for Q2 2026, filed 21 Jul 2026.