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

Atria Wealth Solutions’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 Q2	$965K	Buy	17,689 +3,629	+26%	+$182K	0.02%	649
2025 Q1	$688K	Buy	14,060 +9,769	+228%	+$496K	0.01%	1041
2024 Q4	$215K	Sell	4,291 -1,987	-32%	-$104K	﹤0.01%	1784
2024 Q3	$321K	Sell	6,278 -4,849	-44%	-$232K	﹤0.01%	1474
2024 Q2	$505K	Buy	11,127 +225	+2%	+$10.4K	0.01%	1233
2024 Q1	$520K	Buy	+10,902	New	+$485K	0.01%	1240
2023 Q3	–	Sell	-10,725	Closed	-$439K	–	1965
2023 Q2	$439K	Buy	+10,725	New	+$404K	0.01%	1222

Other funds holding RSPN

MIH

Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 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

KHLMVGHM

Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $2.44B AUM 24.95% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

DIP

Davis Investment Partners Charlotte, North Carolina $328M AUM 36.73% 1-Year Est. Return

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

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

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

Atria Wealth Solutions's RSPN Position: Q2 2025 in Review

Atria Wealth Solutions increased its Invesco S&P 500 Equal Weight Industrials ETF (RSPN) stake by 26% in Q2 2025, buying an estimated $182K and bringing the position to 17,689 shares worth $965K. The position accounts for 0.02% of the portfolio, ranked #649.

Atria Wealth Solutions first reported a position in RSPN in Q2 2023 and has held it in 7 quarters since. 142 funds tracked by Wall St. Rank hold RSPN as of Q2 2025.

Atria Wealth Solutions held 17,689 shares of Invesco S&P 500 Equal Weight Industrials ETF worth $965K as of Q2 2025.
Atria Wealth Solutions bought 3,629 Invesco S&P 500 Equal Weight Industrials ETF shares in Q2 2025, an estimated $182K.
Invesco S&P 500 Equal Weight Industrials ETF made up 0.02% of Atria Wealth Solutions's portfolio in Q2 2025, its #649 holding.
Atria Wealth Solutions first reported a position in Invesco S&P 500 Equal Weight Industrials ETF in Q2 2023 and has held it in 7 quarters since.
142 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Industrials ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.