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Belpointe Asset Management’s Invesco S&P 500 Equal Weight Industrials ETF RSPN Stock Holding History

Belpointe Asset 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
2025
Q1 		– Sell
-5,370
Closed -$265K – 1019
2024
Q4 		$265K Sell
5,370
-73
-1% -$3.83K 0.02% 701
2024
Q3 		$279K Sell
5,443
-84
-2% -$4.01K 0.02% 689
2024
Q2 		$251K Sell
5,527
-364
-6% -$16.8K 0.02% 645
2024
Q1 		$281K Buy
5,891
+294
+5% +$13.1K 0.02% 619
2023
Q4 		$241K Sell
5,597
-635
-10% -$25.1K 0.02% 607
2023
Q3 		$239K Sell
6,232
-83
-1% -$3.36K 0.02% 550
2023
Q2 		$258K Sell
6,315
-230
-4% -$8.66K 0.03% 507
2023
Q1 		$246K Sell
6,545
-90
-1% -$3.37K 0.01% 837
2022
Q4 		$237K Sell
6,635
-4,385
-40% -$154K 0.01% 818
2022
Q3 		$341K Sell
11,020
-680
-6% -$23.2K 0.02% 646
2022
Q2 		$375K Sell
11,700
-4,170
-26% -$145K 0.03% 603
2022
Q1 		$598K Sell
15,870
-5
-0% -$186 0.04% 480
2021
Q4 		$627K Buy
15,875
+840
+6% +$32.5K 0.04% 451
2021
Q3 		$549K Buy
+15,035
New +$569K 0.04% 480

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 $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 $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

Belpointe Asset Management's RSPN Position: Q1 2025 in Review

Belpointe Asset Management sold out of Invesco S&P 500 Equal Weight Industrials ETF (RSPN) in Q1 2025, closing a stake of 5,370 shares — an estimated $265K sold.

Belpointe Asset Management first reported a position in RSPN in Q3 2021 and held it in 14 quarters. The position peaked at $627K in Q4 2021. 133 funds tracked by Wall St. Rank hold RSPN as of Q1 2025.

  • Belpointe Asset Management reported no remaining Invesco S&P 500 Equal Weight Industrials ETF position as of Q1 2025 after selling out during the quarter.
  • Belpointe Asset Management sold 5,370 Invesco S&P 500 Equal Weight Industrials ETF shares in Q1 2025, an estimated $265K.
  • Belpointe Asset Management first reported a position in Invesco S&P 500 Equal Weight Industrials ETF in Q3 2021 and held it in 14 quarters.
  • Belpointe Asset Management's Invesco S&P 500 Equal Weight Industrials ETF position peaked at $627K in Q4 2021.
  • 133 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Industrials ETF as of Q1 2025.

Based on Belpointe Asset Management's 13F filing for Q1 2025, filed 20 May 2025.