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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 $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 $376B AUM 19.32% 1-Year Est. Return
DIP
Davis Investment Partners Charlotte, North Carolina $283M AUM 24.98% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 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 $761B AUM 31.28% 1-Year Est. Return