AssetMark Inc’s Invesco S&P 500 Equal Weight Industrials ETF RSPN Stock Holding History

AssetMark Inc’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	$7.23K	Hold	113	–	–	﹤0.01%	2570
2026 Q1	$6.51K	Hold	113	–	–	﹤0.01%	2468
2025 Q4	$6.4K	Hold	113	–	–	﹤0.01%	2386
2025 Q3	$6.34K	Hold	113	–	–	﹤0.01%	2264
2025 Q2	$6.05K	Buy	+113	New	+$5.68K	﹤0.01%	2082
2020 Q4	–	Sell	-155	Closed	-$4K	–	1481
2020 Q3	$4K	Buy	+155	New	+$4.07K	﹤0.01%	1017
2017 Q3	–	Sell	-5	Closed	–	–	1599
2017 Q2	$0	Buy	+5	New	+$106	﹤0.01%	1480
2017 Q1	–	Sell	-10	Closed	–	–	1414
2016 Q4	$0	Buy	+10	New	+$192	﹤0.01%	1368

Other funds holding RSPN

AWM

Affinity Wealth Management Wilmington, Delaware $776M AUM 43.59% 1-Year Est. Return

AAS

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 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

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

CCM

Carmel Capital Management Carmel, California $456M AUM 79.51% 1-Year Est. Return

KHLMTHM

Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet Tel Aviv, Israel $809M AUM 25.2% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

TKG Advisors Valparaiso, Indiana $288M AUM 43.58% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

AssetMark Inc's RSPN Position: Q2 2026 in Review

AssetMark Inc held its Invesco S&P 500 Equal Weight Industrials ETF (RSPN) position steady in Q2 2026 at 113 shares worth $7.23K. The position accounts for ﹤0.01% of the portfolio, ranked #2570.

AssetMark Inc first reported a position in RSPN in Q4 2016 and has held it in 8 quarters since. 89 funds tracked by Wall St. Rank hold RSPN as of Q2 2026.

AssetMark Inc held 113 shares of Invesco S&P 500 Equal Weight Industrials ETF worth $7.23K as of Q2 2026.
AssetMark Inc left its Invesco S&P 500 Equal Weight Industrials ETF share count unchanged in Q2 2026.
Invesco S&P 500 Equal Weight Industrials ETF made up ﹤0.01% of AssetMark Inc's portfolio in Q2 2026, its #2570 holding.
AssetMark Inc first reported a position in Invesco S&P 500 Equal Weight Industrials ETF in Q4 2016 and has held it in 8 quarters since.
89 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Industrials ETF as of Q2 2026.

Based on AssetMark Inc's 13F filing for Q2 2026, filed 30 Jul 2026.