AWM
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Accredited Wealth Management’s Invesco S&P 500 Equal Weight Industrials ETF RSPN Stock Holding History

Accredited Wealth Management’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
2025
Q3 		$9.54K Buy
340
+170
+100% +$9.42K 0.01% 267
2025
Q2 		$9.1K Hold
170
– – 0.01% 269
2025
Q1 		$8.32K Hold
170
– – 0.01% 257
2024
Q4 		$8.53K Buy
+170
New +$8.93K 0.01% 261

Other funds holding RSPN

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AWM
Affinity Wealth Management Wilmington, Delaware $661M AUM 31.48% 1-Year Est. Return
KHLMVGHM
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $1.53B AUM 20.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
DIP
Davis Investment Partners Charlotte, North Carolina $283M AUM 24.98% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Accredited Wealth Management's RSPN Position: Q3 2025 in Review

Accredited Wealth Management increased its Invesco S&P 500 Equal Weight Industrials ETF (RSPN) stake by 100% in Q3 2025, buying an estimated $9.42K and bringing the position to 340 shares worth $9.54K. The position accounts for 0.01% of the portfolio, ranked #267.

Accredited Wealth Management first reported a position in RSPN in Q4 2024 and has held it in 4 quarters since. 144 funds tracked by Wall St. Rank hold RSPN as of Q3 2025.

  • Accredited Wealth Management held 340 shares of Invesco S&P 500 Equal Weight Industrials ETF worth $9.54K as of Q3 2025.
  • Accredited Wealth Management bought 170 Invesco S&P 500 Equal Weight Industrials ETF shares in Q3 2025, an estimated $9.42K.
  • Invesco S&P 500 Equal Weight Industrials ETF made up 0.01% of Accredited Wealth Management's portfolio in Q3 2025, its #267 holding.
  • Accredited Wealth Management first reported a position in Invesco S&P 500 Equal Weight Industrials ETF in Q4 2024 and has held it in 4 quarters since.
  • 144 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Industrials ETF as of Q3 2025.

Based on Accredited Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.