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

Avantax 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
2025
Q1 		– Sell
-9,856
Closed -$495K – 2316
2024
Q4 		$495K Sell
9,856
-794
-7% -$41.7K ﹤0.01% 1453
2024
Q3 		$545K Buy
10,650
+1,792
+20% +$85.6K ﹤0.01% 1350
2024
Q2 		$402K Buy
+8,858
New +$409K ﹤0.01% 1506

Other funds holding RSPN

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

Avantax Advisory Services's RSPN Position: Q1 2025 in Review

Avantax Advisory Services sold out of Invesco S&P 500 Equal Weight Industrials ETF (RSPN) in Q1 2025, closing a stake of 9,856 shares — an estimated $495K sold.

Avantax Advisory Services first reported a position in RSPN in Q2 2024 and held it in 3 quarters. The position peaked at $545K in Q3 2024. 133 funds tracked by Wall St. Rank hold RSPN as of Q1 2025.

  • Avantax Advisory Services reported no remaining Invesco S&P 500 Equal Weight Industrials ETF position as of Q1 2025 after selling out during the quarter.
  • Avantax Advisory Services sold 9,856 Invesco S&P 500 Equal Weight Industrials ETF shares in Q1 2025, an estimated $495K.
  • Avantax Advisory Services first reported a position in Invesco S&P 500 Equal Weight Industrials ETF in Q2 2024 and held it in 3 quarters.
  • Avantax Advisory Services's Invesco S&P 500 Equal Weight Industrials ETF position peaked at $545K in Q3 2024.
  • 133 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Industrials ETF as of Q1 2025.

Based on Avantax Advisory Services's 13F filing for Q1 2025, filed 6 May 2025.