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

Annex Advisory 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	$33.8M	Buy	+528,466	New	+$32.2M	0.58%	53

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

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Annex Advisory Services's RSPN Position: Q2 2026 in Review

Annex Advisory Services opened a new position in Invesco S&P 500 Equal Weight Industrials ETF (RSPN) in Q2 2026: 528,466 shares worth $33.8M. The stake represents 0.58% of the portfolio and ranks #53 among its holdings.

169 funds tracked by Wall St. Rank hold RSPN as of Q2 2026.

Annex Advisory Services held 528,466 shares of Invesco S&P 500 Equal Weight Industrials ETF worth $33.8M as of Q2 2026.
Invesco S&P 500 Equal Weight Industrials ETF was a new Annex Advisory Services position in Q2 2026.
Invesco S&P 500 Equal Weight Industrials ETF made up 0.58% of Annex Advisory Services's portfolio in Q2 2026, its #53 holding.
169 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Industrials ETF as of Q2 2026.

Based on Annex Advisory Services's 13F filing for Q2 2026, filed 10 Jul 2026.