Bank of Montreal’s Invesco S&P 500 Equal Weight Industrials ETF RSPN Stock Holding History

Bank of Montreal’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	$105K	Sell	1,827 -309	-14%	-$18.7K	﹤0.01%	3125
2025 Q4	$121K	Buy	2,136 +140	+7%	+$7.83K	﹤0.01%	2993
2025 Q3	$112K	Buy	1,996 +1	+0.1%	+$55	﹤0.01%	2940
2025 Q2	$107K	Sell	1,995 -232	-10%	-$11.7K	﹤0.01%	2974
2025 Q1	$109K	Buy	2,227 +232	+12%	+$11.8K	﹤0.01%	2896
2024 Q4	$100K	Hold	1,995	–	–	﹤0.01%	2951
2024 Q3	$102K	Sell	1,995 -205	-9%	-$9.79K	﹤0.01%	3245
2024 Q2	$101K	Sell	2,200 -905	-29%	-$41.8K	﹤0.01%	3233
2024 Q1	$148K	Sell	3,105 -220	-7%	-$9.79K	﹤0.01%	3167
2023 Q4	$144K	Hold	3,325	–	–	﹤0.01%	3266
2023 Q3	$135K	Hold	3,325	–	–	﹤0.01%	3208
2023 Q2	$136K	Hold	3,325	–	–	﹤0.01%	3360
2023 Q1	$125K	Hold	3,325	–	–	﹤0.01%	3184
2022 Q4	$120K	Hold	3,325	–	–	﹤0.01%	3314
2022 Q3	$114	Sell	3,325 -1,160	-26%	-$39.6K	﹤0.01%	3424
2022 Q2	$146	Hold	4,485	–	–	﹤0.01%	3369
2022 Q1	$173K	Hold	4,485	–	–	﹤0.01%	3509
2021 Q4	$177K	Hold	4,485	–	–	﹤0.01%	2990
2021 Q3	$174K	Buy	4,485 +435	+11%	+$16.5K	﹤0.01%	3357
2021 Q2	$151K	Hold	4,050	–	–	﹤0.01%	3259
2021 Q1	$146K	Hold	4,050	–	–	﹤0.01%	3235
2020 Q4	$130K	Hold	4,050	–	–	﹤0.01%	3445
2020 Q3	$111K	Hold	4,050	–	–	﹤0.01%	3025
2020 Q2	$95K	Hold	4,050	–	–	﹤0.01%	3119
2020 Q1	$77K	Hold	4,050	–	–	﹤0.01%	2717
2019 Q4	$110K	Buy	4,050 +3,325	+459%	+$87.4K	﹤0.01%	3444
2019 Q3	$18K	Hold	725	–	–	﹤0.01%	4158
2019 Q2	$18K	Buy	+725	New	+$17.8K	﹤0.01%	4247

Other funds holding RSPN

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AWM

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

MIH

Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 $2.44B AUM 24.95% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of Montreal's RSPN Position: Q1 2026 in Review

Bank of Montreal reduced its Invesco S&P 500 Equal Weight Industrials ETF (RSPN) stake by 14% in Q1 2026, selling an estimated $18.7K and leaving 1,827 shares worth $105K. The position accounts for ﹤0.01% of the portfolio, ranked #3125.

Bank of Montreal first reported a position in RSPN in Q2 2019 and has held it in 28 quarters since. The position peaked at $177K in Q4 2021. 159 funds tracked by Wall St. Rank hold RSPN as of Q1 2026.

Bank of Montreal held 1,827 shares of Invesco S&P 500 Equal Weight Industrials ETF worth $105K as of Q1 2026.
Bank of Montreal sold 309 Invesco S&P 500 Equal Weight Industrials ETF shares in Q1 2026, an estimated $18.7K.
Invesco S&P 500 Equal Weight Industrials ETF made up ﹤0.01% of Bank of Montreal's portfolio in Q1 2026, its #3125 holding.
Bank of Montreal first reported a position in Invesco S&P 500 Equal Weight Industrials ETF in Q2 2019 and has held it in 28 quarters since.
Bank of Montreal's Invesco S&P 500 Equal Weight Industrials ETF position peaked at $177K in Q4 2021.
159 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Industrials ETF as of Q1 2026.

Based on Bank of Montreal's 13F filing for Q1 2026, filed 13 May 2026.