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 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

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

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

Yoder Wealth Management increased its Invesco S&P 500 Equal Weight Technology ETF (RSPT) stake by 2.7% in Q2 2026, buying an estimated $246K and bringing the position to 161,659 shares worth $10.4M. The position accounts for 4.08% of the portfolio, ranked #3.

Yoder Wealth Management first reported a position in RSPT in Q1 2023 and has held it in 14 quarters since. 501 funds tracked by Wall St. Rank hold RSPT as of Q2 2026.

Yoder Wealth Management held 161,659 shares of Invesco S&P 500 Equal Weight Technology ETF worth $10.4M as of Q2 2026.
Yoder Wealth Management bought 4,290 Invesco S&P 500 Equal Weight Technology ETF shares in Q2 2026, an estimated $246K.
Invesco S&P 500 Equal Weight Technology ETF made up 4.08% of Yoder Wealth Management's portfolio in Q2 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 14 quarters since.
501 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Technology ETF as of Q2 2026.

Based on Yoder Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.