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

Cape Investment Advisory’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 Q2	$4.48K	Buy	+70	New	+$4.26K	﹤0.01%	1059
2026 Q1	–	Sell	-70	Closed	-$3.96K	–	986
2025 Q4	$3.96K	Buy	70 +55	+367%	+$3.08K	﹤0.01%	963
2025 Q3	$842	Sell	15 -70	-82%	-$3.88K	﹤0.01%	749
2025 Q2	$4.55K	Hold	85	–	–	﹤0.01%	783
2025 Q1	$4.16K	Hold	85	–	–	﹤0.01%	795
2024 Q4	$4.27K	Hold	85	–	–	﹤0.01%	777
2024 Q3	$4.35K	Hold	85	–	–	﹤0.01%	735
2024 Q2	$3.86K	Hold	85	–	–	﹤0.01%	717
2024 Q1	$4.05K	Hold	85	–	–	﹤0.01%	679
2023 Q4	$3.66K	Hold	85	–	–	﹤0.01%	831
2023 Q3	$3.25K	Hold	85	–	–	﹤0.01%	730
2023 Q2	$3.48K	Hold	85	–	–	﹤0.01%	713
2023 Q1	$3.19K	Buy	+85	New	+$3.18K	﹤0.01%	759

Other funds holding RSPN

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

AAS

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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 $495B AUM 43.24% 1-Year Est. Return

Cape Investment Advisory's RSPN Position: Q2 2026 in Review

Cape Investment Advisory opened a new position in Invesco S&P 500 Equal Weight Industrials ETF (RSPN) in Q2 2026: 70 shares worth $4.48K. The stake represents ﹤0.01% of the portfolio and ranks #1059 among its holdings. This is a return to the name: Cape Investment Advisory previously reported a position in RSPN as recently as Q4 2025.

Cape Investment Advisory first reported a position in RSPN in Q1 2023 and has held it in 13 quarters since. The position peaked at $4.55K in Q2 2025. 168 funds tracked by Wall St. Rank hold RSPN as of Q2 2026.

Cape Investment Advisory held 70 shares of Invesco S&P 500 Equal Weight Industrials ETF worth $4.48K as of Q2 2026.
Invesco S&P 500 Equal Weight Industrials ETF was a new Cape Investment Advisory position in Q2 2026.
Invesco S&P 500 Equal Weight Industrials ETF made up ﹤0.01% of Cape Investment Advisory's portfolio in Q2 2026, its #1059 holding.
Cape Investment Advisory first reported a position in Invesco S&P 500 Equal Weight Industrials ETF in Q1 2023 and has held it in 13 quarters since.
Cape Investment Advisory's Invesco S&P 500 Equal Weight Industrials ETF position peaked at $4.55K in Q2 2025.
168 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Industrials ETF as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.