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

AE 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
2026 Q2	$145K	Buy	2,272 +300	+15%	+$18.3K	﹤0.01%	1812
2026 Q1	$114K	Hold	1,972	–	–	﹤0.01%	1763
2025 Q4	$112K	Hold	1,972	–	–	﹤0.01%	1670
2025 Q3	$111K	Hold	1,972	–	–	﹤0.01%	1539
2025 Q2	$106K	Buy	1,972 +225	+13%	+$11.3K	﹤0.01%	1470
2025 Q1	$85.5K	Sell	1,747 -1	-0.1%	-$51	﹤0.01%	1481
2024 Q4	$87.7K	Buy	+1,748	New	+$91.8K	﹤0.01%	1460
2024 Q1	–	Sell	-35,718	Closed	-$1.54M	–	1812
2023 Q4	$1.54M	Sell	35,718 -79,757	-69%	-$3.15M	0.01%	1001
2023 Q3	$4.42M	Buy	115,475 +7,920	+7%	+$321K	0.03%	580
2023 Q2	$4.4M	Buy	107,555 +91,410	+566%	+$3.44M	0.03%	579
2023 Q1	$606K	Buy	16,145 +3,750	+30%	+$140K	﹤0.01%	1251
2022 Q4	$442K	Buy	12,395 +1,625	+15%	+$57K	﹤0.01%	1358
2022 Q3	$334K	Buy	+10,770	New	+$368K	﹤0.01%	1425
2019 Q3	–	Sell	-9,755	Closed	-$246K	–	1057
2019 Q2	$246K	Buy	+9,755	New	+$240K	0.01%	831

Other funds holding RSPN

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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 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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

AE Wealth Management's RSPN Position: Q2 2026 in Review

AE Wealth Management increased its Invesco S&P 500 Equal Weight Industrials ETF (RSPN) stake by 15% in Q2 2026, buying an estimated $18.3K and bringing the position to 2,272 shares worth $145K. The position accounts for ﹤0.01% of the portfolio, ranked #1812.

AE Wealth Management first reported a position in RSPN in Q2 2019 and has held it in 14 quarters since. The position peaked at $4.42M in Q3 2023. 169 funds tracked by Wall St. Rank hold RSPN as of Q2 2026.

AE Wealth Management held 2,272 shares of Invesco S&P 500 Equal Weight Industrials ETF worth $145K as of Q2 2026.
AE Wealth Management bought 300 Invesco S&P 500 Equal Weight Industrials ETF shares in Q2 2026, an estimated $18.3K.
Invesco S&P 500 Equal Weight Industrials ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #1812 holding.
AE Wealth Management first reported a position in Invesco S&P 500 Equal Weight Industrials ETF in Q2 2019 and has held it in 14 quarters since.
AE Wealth Management's Invesco S&P 500 Equal Weight Industrials ETF position peaked at $4.42M in Q3 2023.
169 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Industrials ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.