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 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

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 $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 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 $1.53B AUM 20.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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

Cape Investment Advisory's RSPN Position: Q1 2026 in Review

Cape Investment Advisory sold out of Invesco S&P 500 Equal Weight Industrials ETF (RSPN) in Q1 2026, closing a stake of 70 shares — an estimated $3.96K sold.

Cape Investment Advisory first reported a position in RSPN in Q1 2023 and held it in 12 quarters. The position peaked at $4.55K in Q2 2025. 159 funds tracked by Wall St. Rank hold RSPN as of Q1 2026.

Cape Investment Advisory reported no remaining Invesco S&P 500 Equal Weight Industrials ETF position as of Q1 2026 after selling out during the quarter.
Cape Investment Advisory sold 70 Invesco S&P 500 Equal Weight Industrials ETF shares in Q1 2026, an estimated $3.96K.
Cape Investment Advisory first reported a position in Invesco S&P 500 Equal Weight Industrials ETF in Q1 2023 and held it in 12 quarters.
Cape Investment Advisory's Invesco S&P 500 Equal Weight Industrials ETF position peaked at $4.55K in Q2 2025.
159 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Industrials ETF as of Q1 2026.

Based on Cape Investment Advisory's 13F filing for Q1 2026, filed 15 May 2026.