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

Yoder Wealth Management’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
Q3 		$10.7M Buy
161,984
+325
+0.2% +$20.6K 4.03% 3
2026
Q2 		$10.4M Buy
161,659
+4,290
+3% +$246K 4.08% 3
2026
Q1 		$7.12M Buy
157,369
+3,882
+3% +$181K 3.25% 4
2025
Q4 		$6.99M Sell
153,487
-3,954
-3% -$179K 3.18% 7
2025
Q3 		$7.02M Buy
157,441
+5,637
+4% +$237K 3.32% 6
2025
Q2 		$6.19M Buy
151,804
+9,153
+6% +$331K 3.23% 6
2025
Q1 		$4.88M Sell
142,651
-1,200
-0.8% -$45K 2.75% 10
2024
Q4 		$5.38M Buy
143,851
+12,636
+10% +$482K 2.97% 8
2024
Q3 		$4.95M Buy
131,215
+6,603
+5% +$241K 2.97% 9
2024
Q2 		$4.57M Buy
124,612
+1,950
+2% +$67.8K 2.96% 9
2024
Q1 		$4.32M Sell
122,662
-2,088
-2% -$70.4K 2.82% 10
2023
Q4 		$4.07M Sell
124,750
-2,847
-2% -$83.6K 2.87% 8
2023
Q3 		$3.59M Buy
127,597
+2,427
+2% +$70.9K 2.96% 8
2023
Q2 		$3.68M Sell
125,170
-10,100
-7% -$276K 2.9% 9
2023
Q1 		$3.73M Buy
+135,270
New +$3.57M 3.1% 8

Other funds holding RSPT

Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return
Neville Rodie & Shaw
Neville Rodie & Shaw New York $1.48B AUM 34.49% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AIA
Aventus Investment Advisors Naples, Florida $137M AUM 14.14% 1-Year Est. Return
AWM
Activest Wealth Management Aventure, Florida $540M AUM 34.92% 1-Year Est. Return
Legacy Private Trust
Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
SCA
Sage Capital Advisors Sioux Falls, South Dakota $498M AUM 28.29% 1-Year Est. Return
Focus Financial Network
Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return
WAM
Walker Asset Management Verona, Missouri $197M AUM 22.74% 1-Year Est. Return

Yoder Wealth Management's RSPT Position: Q3 2026 in Review

Yoder Wealth Management increased its Invesco S&P 500 Equal Weight Technology ETF (RSPT) stake by 0.2% in Q3 2026, buying an estimated $20.6K and bringing the position to 161,984 shares worth $10.7M. The position accounts for 4.03% of the portfolio, ranked #3.

Yoder Wealth Management first reported a position in RSPT in Q1 2023 and has held it in 15 quarters since. 95 funds tracked by Wall St. Rank hold RSPT as of Q3 2026.

  • Yoder Wealth Management held 161,984 shares of Invesco S&P 500 Equal Weight Technology ETF worth $10.7M as of Q3 2026.
  • Yoder Wealth Management bought 325 Invesco S&P 500 Equal Weight Technology ETF shares in Q3 2026, an estimated $20.6K.
  • Invesco S&P 500 Equal Weight Technology ETF made up 4.03% of Yoder Wealth Management's portfolio in Q3 2026, its #3 holding.
  • Yoder Wealth Management first reported a position in Invesco S&P 500 Equal Weight Technology ETF in Q1 2023 and has held it in 15 quarters since.
  • 95 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Technology ETF as of Q3 2026.

Based on Yoder Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.