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Access Financial Services’s Invesco S&P 500 Equal Weight Industrials ETF RSPN Stock Holding History

Access Financial Services’s Portfolio RSPN Stock Details RSPN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.98M Sell
30,975
-267
-0.9% -$16.3K 0.65% 28
2026
Q1 		$1.8M Sell
31,242
-1,133
-3% -$68.6K 0.64% 26
2025
Q4 		$1.83M Sell
32,375
-494
-2% -$27.6K 0.67% 26
2025
Q3 		$1.84M Sell
32,869
-496
-1% -$27.5K 0.67% 26
2025
Q2 		$1.79M Sell
33,365
-1,421
-4% -$71.4K 0.68% 26
2025
Q1 		$1.7M Sell
34,786
-963
-3% -$48.9K 0.68% 26
2024
Q4 		$1.79M Sell
35,749
-1,250
-3% -$65.6K 0.8% 26
2024
Q3 		$1.89M Sell
36,999
-436
-1% -$20.8K 0.87% 24
2024
Q2 		$1.7M Sell
37,435
-555
-1% -$25.6K 0.77% 22
2024
Q1 		$1.81M Buy
37,990
+3,858
+11% +$172K 0.81% 22
2023
Q4 		$1.47M Buy
34,132
+441
+1% +$17.4K 0.76% 37
2023
Q3 		$1.29M Buy
33,691
+641
+2% +$25.9K 0.77% 45
2023
Q2 		$1.35M Sell
33,050
-475
-1% -$17.9K 0.79% 40
2023
Q1 		$1.26M Buy
33,525
+205
+0.6% +$7.67K 0.76% 40
2022
Q4 		$1.19M Sell
33,320
-3,555
-10% -$125K 0.73% 42
2022
Q3 		$1.14M Buy
36,875
+130
+0.4% +$4.44K 0.74% 38
2022
Q2 		$1.18M Buy
36,745
+615
+2% +$21.4K 0.67% 42
2022
Q1 		$1.36M Sell
36,130
-12,135
-25% -$452K 0.65% 51
2021
Q4 		$1.91M Sell
48,265
-110
-0.2% -$4.26K 0.86% 29
2021
Q3 		$1.76M Sell
48,375
-285
-0.6% -$10.8K 0.8% 34
2021
Q2 		$1.81M Sell
48,660
-605
-1% -$22.5K 0.84% 36
2021
Q1 		$1.75M Buy
49,265
+7,755
+19% +$255K 0.82% 43
2020
Q4 		$1.31M Buy
41,510
+13,770
+50% +$409K 0.64% 44
2020
Q3 		$748K Buy
+27,740
New +$728K 0.4% 54

Other funds holding RSPN

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AWM
Affinity Wealth Management Wilmington, Delaware $776M AUM 43.59% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
KHLMVGHM
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $2.44B AUM 24.95% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Access Financial Services's RSPN Position: Q2 2026 in Review

Access Financial Services reduced its Invesco S&P 500 Equal Weight Industrials ETF (RSPN) stake by 0.85% in Q2 2026, selling an estimated $16.3K and leaving 30,975 shares worth $1.98M. The position accounts for 0.65% of the portfolio, ranked #28.

Access Financial Services first reported a position in RSPN in Q3 2020 and has held it in 24 quarters since. 169 funds tracked by Wall St. Rank hold RSPN as of Q2 2026.

  • Access Financial Services held 30,975 shares of Invesco S&P 500 Equal Weight Industrials ETF worth $1.98M as of Q2 2026.
  • Access Financial Services sold 267 Invesco S&P 500 Equal Weight Industrials ETF shares in Q2 2026, an estimated $16.3K.
  • Invesco S&P 500 Equal Weight Industrials ETF made up 0.65% of Access Financial Services's portfolio in Q2 2026, its #28 holding.
  • Access Financial Services first reported a position in Invesco S&P 500 Equal Weight Industrials ETF in Q3 2020 and has held it in 24 quarters since.
  • 169 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Industrials ETF as of Q2 2026.

Based on Access Financial Services's 13F filing for Q2 2026, filed 16 Jul 2026.