WealthShield Partners’s Invesco S&P 500 Equal Weight Technology ETF RSPT Stock Holding History

WealthShield Partners’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	$4.51K	Sell	70 -100	-59%	-$5.74K	﹤0.01%	349
2026 Q1	$7.69K	Buy	170 +100	+143%	+$4.67K	﹤0.01%	541
2025 Q4	$3.19K	Hold	70	–	–	﹤0.01%	542
2025 Q3	$3.12K	Hold	70	–	–	﹤0.01%	539
2025 Q2	$2.85K	Hold	70	–	–	﹤0.01%	529
2025 Q1	$2.39K	Hold	70	–	–	﹤0.01%	522
2024 Q4	$2.62K	Hold	70	–	–	﹤0.01%	473
2024 Q3	$2.64K	Hold	70	–	–	﹤0.01%	473
2024 Q2	$2.57K	Hold	70	–	–	﹤0.01%	450
2024 Q1	$2.46K	Hold	70	–	–	﹤0.01%	457
2023 Q4	$2.29K	Hold	70	–	–	﹤0.01%	459
2023 Q3	$1.97K	Hold	70	–	–	﹤0.01%	470
2023 Q2	$2.06K	Sell	70 -280	-80%	-$7.66K	﹤0.01%	475
2023 Q1	$9.66K	Buy	+350	New	+$9.23K	﹤0.01%	442
2018 Q3	–	Sell	-1,750	Closed	-$28K	–	272
2018 Q2	$28K	Buy	+1,750	New	+$27.5K	0.02%	173
2018 Q1	–	Sell	-46,100	Closed	-$667K	–	259
2017 Q4	$667K	Buy	+46,100	New	+$655K	0.41%	51

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

WealthShield Partners's RSPT Position: Q2 2026 in Review

WealthShield Partners reduced its Invesco S&P 500 Equal Weight Technology ETF (RSPT) stake by 59% in Q2 2026, selling an estimated $5.74K and leaving 70 shares worth $4.51K. The position accounts for ﹤0.01% of the portfolio, ranked #349.

WealthShield Partners first reported a position in RSPT in Q4 2017 and has held it in 16 quarters since. The position peaked at $667K in Q4 2017. 501 funds tracked by Wall St. Rank hold RSPT as of Q2 2026.

WealthShield Partners held 70 shares of Invesco S&P 500 Equal Weight Technology ETF worth $4.51K as of Q2 2026.
WealthShield Partners sold 100 Invesco S&P 500 Equal Weight Technology ETF shares in Q2 2026, an estimated $5.74K.
Invesco S&P 500 Equal Weight Technology ETF made up ﹤0.01% of WealthShield Partners's portfolio in Q2 2026, its #349 holding.
WealthShield Partners first reported a position in Invesco S&P 500 Equal Weight Technology ETF in Q4 2017 and has held it in 16 quarters since.
WealthShield Partners's Invesco S&P 500 Equal Weight Technology ETF position peaked at $667K in Q4 2017.
501 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Technology ETF as of Q2 2026.

Based on WealthShield Partners's 13F filing for Q2 2026, filed 12 Aug 2026.