Williamson Legacy Group’s Invesco S&P 500 Equal Weight Technology ETF RSPT Stock Holding History

Williamson Legacy Group’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	$250K	Sell	5,514 -211	-4%	-$9.85K	0.19%	77
2025 Q4	$261K	Buy	5,725 +30	+0.5%	+$1.36K	0.2%	90
2025 Q3	$254K	Buy	5,695 +12	+0.2%	+$504	0.2%	94
2025 Q2	$232K	Sell	5,683 -258	-4%	-$9.34K	0.2%	101
2025 Q1	$203K	Sell	5,941 -1,084	-15%	-$40.6K	0.19%	102
2024 Q4	$263K	Sell	7,025 -4,238	-38%	-$162K	0.18%	106
2024 Q3	$425K	Buy	11,263 +1,473	+15%	+$53.7K	0.28%	89
2024 Q2	$359K	Buy	+9,790	New	+$340K	0.27%	81
2024 Q1	–	Sell	-8,957	Closed	-$292K	–	86
2023 Q4	$292K	Buy	+8,957	New	+$263K	0.27%	78

Other funds holding RSPT

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

RMG Wealth Management Platteville, Wisconsin $866M AUM 11.95% 1-Year Est. Return

Baltimore-Washington Financial Advisors Columbia, Maryland $2.32B AUM 16.8% 1-Year Est. Return

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

Davis Investment Partners Charlotte, North Carolina $283M AUM 24.98% 1-Year Est. Return