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Aptus Capital Advisors’s Invesco S&P 500 Equal Weight Industrials ETF RSPN Stock Holding History

Aptus Capital Advisors’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
2024
Q4 		– Sell
-410
Closed -$21K – 1452
2024
Q3 		$21K Buy
+410
New +$19.6K ﹤0.01% 1032
2024
Q2 		– Sell
-28
Closed -$1.34K – 1227
2024
Q1 		$1.34K Hold
28
– – ﹤0.01% 1149
2023
Q4 		$1.21K Hold
28
– – ﹤0.01% 884
2023
Q3 		$1.07K Sell
28
-112
-80% -$4.53K ﹤0.01% 882
2023
Q2 		$5.73K Hold
140
– – ﹤0.01% 723
2023
Q1 		$5.25K Hold
140
– – ﹤0.01% 721
2022
Q4 		$4.99K Hold
140
– – ﹤0.01% 725
2022
Q3 		$4K Hold
140
– – ﹤0.01% 715
2022
Q2 		$4K Hold
140
– – ﹤0.01% 623
2022
Q1 		$5K Hold
140
– – ﹤0.01% 634
2021
Q4 		$6K Hold
140
– – ﹤0.01% 514
2021
Q3 		$5K Hold
140
– – ﹤0.01% 496
2021
Q2 		$5K Hold
140
– – ﹤0.01% 524
2021
Q1 		$5K Hold
140
– – ﹤0.01% 480
2020
Q4 		$4K Buy
+140
New +$4.16K ﹤0.01% 442

Other funds holding RSPN

MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Aptus Capital Advisors's RSPN Position: Q4 2024 in Review

Aptus Capital Advisors sold out of Invesco S&P 500 Equal Weight Industrials ETF (RSPN) in Q4 2024, closing a stake of 410 shares — an estimated $21K sold.

Aptus Capital Advisors first reported a position in RSPN in Q4 2020 and held it in 15 quarters. The position peaked at $21K in Q3 2024. 136 funds tracked by Wall St. Rank hold RSPN as of Q4 2024.

  • Aptus Capital Advisors reported no remaining Invesco S&P 500 Equal Weight Industrials ETF position as of Q4 2024 after selling out during the quarter.
  • Aptus Capital Advisors sold 410 Invesco S&P 500 Equal Weight Industrials ETF shares in Q4 2024, an estimated $21K.
  • Aptus Capital Advisors first reported a position in Invesco S&P 500 Equal Weight Industrials ETF in Q4 2020 and held it in 15 quarters.
  • Aptus Capital Advisors's Invesco S&P 500 Equal Weight Industrials ETF position peaked at $21K in Q3 2024.
  • 136 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Industrials ETF as of Q4 2024.

Based on Aptus Capital Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.