AWM
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Axxcess Wealth Management’s Invesco S&P 500 Equal Weight Industrials ETF RSPN Stock Holding History

Axxcess Wealth Management’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
Q1 		– Sell
-6,852
Closed -$388K – 872
2025
Q4 		$388K Sell
6,852
-95
-1% -$5.32K 0.01% 772
2025
Q3 		$390K Buy
+6,947
New +$385K 0.01% 687

Other funds holding RSPN

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Axxcess Wealth Management's RSPN Position: Q1 2026 in Review

Axxcess Wealth Management sold out of Invesco S&P 500 Equal Weight Industrials ETF (RSPN) in Q1 2026, closing a stake of 6,852 shares — an estimated $388K sold.

Axxcess Wealth Management first reported a position in RSPN in Q3 2025 and held it in 2 quarters. The position peaked at $390K in Q3 2025. 159 funds tracked by Wall St. Rank hold RSPN as of Q1 2026.

  • Axxcess Wealth Management reported no remaining Invesco S&P 500 Equal Weight Industrials ETF position as of Q1 2026 after selling out during the quarter.
  • Axxcess Wealth Management sold 6,852 Invesco S&P 500 Equal Weight Industrials ETF shares in Q1 2026, an estimated $388K.
  • Axxcess Wealth Management first reported a position in Invesco S&P 500 Equal Weight Industrials ETF in Q3 2025 and held it in 2 quarters.
  • Axxcess Wealth Management's Invesco S&P 500 Equal Weight Industrials ETF position peaked at $390K in Q3 2025.
  • 159 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Industrials ETF as of Q1 2026.

Based on Axxcess Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.