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 Q2	$273K	Sell	4,232 -1,282	-23%	-$73.6K	0.14%	69
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 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

Williamson Legacy Group's RSPT Position: Q2 2026 in Review

Williamson Legacy Group reduced its Invesco S&P 500 Equal Weight Technology ETF (RSPT) stake by 23% in Q2 2026, selling an estimated $73.6K and leaving 4,232 shares worth $273K. The position accounts for 0.14% of the portfolio, ranked #69.

Williamson Legacy Group first reported a position in RSPT in Q4 2023 and has held it in 10 quarters since. The position peaked at $425K in Q3 2024. 500 funds tracked by Wall St. Rank hold RSPT as of Q2 2026.

Williamson Legacy Group held 4,232 shares of Invesco S&P 500 Equal Weight Technology ETF worth $273K as of Q2 2026.
Williamson Legacy Group sold 1,282 Invesco S&P 500 Equal Weight Technology ETF shares in Q2 2026, an estimated $73.6K.
Invesco S&P 500 Equal Weight Technology ETF made up 0.14% of Williamson Legacy Group's portfolio in Q2 2026, its #69 holding.
Williamson Legacy Group first reported a position in Invesco S&P 500 Equal Weight Technology ETF in Q4 2023 and has held it in 10 quarters since.
Williamson Legacy Group's Invesco S&P 500 Equal Weight Technology ETF position peaked at $425K in Q3 2024.
500 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Technology ETF as of Q2 2026.

Based on Williamson Legacy Group's 13F filing for Q2 2026, filed 13 Aug 2026.