Clearstead Advisors’s Invesco S&P 500 Equal Weight Industrials ETF RSPN Stock Holding History

Clearstead Advisors’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	$65.6K	Buy	1,025 +3	+0.3%	+$183	﹤0.01%	1412
2026 Q1	$58.9K	Buy	1,022 +2	+0.2%	+$121	﹤0.01%	1243
2025 Q4	$57.8K	Buy	1,020 +2	+0.2%	+$112	﹤0.01%	1341
2025 Q3	$57.1K	Sell	1,018 -7,489	-88%	-$415K	﹤0.01%	1239
2025 Q2	$455K	Buy	8,507 +774	+10%	+$38.9K	0.01%	635
2025 Q1	$378K	Buy	7,733 +6,722	+665%	+$342K	0.01%	646
2024 Q4	$50.7K	Sell	1,011 -10,754	-91%	-$565K	﹤0.01%	1158
2024 Q3	$602K	Buy	11,765 +4,472	+61%	+$214K	0.01%	527
2024 Q2	$331K	Buy	7,293 +6,290	+627%	+$291K	0.01%	647
2024 Q1	$47.2K	Buy	1,003 +2	+0.2%	+$89	﹤0.01%	772
2023 Q4	$43.1K	Buy	1,001 +3	+0.3%	+$119	﹤0.01%	781
2023 Q3	$38.2K	Buy	998 +3	+0.3%	+$121	﹤0.01%	765
2023 Q2	$40.7K	Buy	995 +5	+0.5%	+$188	﹤0.01%	769
2023 Q1	$37.2K	Hold	990	–	–	﹤0.01%	722
2022 Q4	$35.3K	Buy	990 +5	+0.5%	+$175	﹤0.01%	690
2022 Q3	$31K	Buy	985 +5	+0.5%	+$171	﹤0.01%	699
2022 Q2	$31K	Hold	980	–	–	﹤0.01%	717
2022 Q1	$37K	Buy	980 +5	+0.5%	+$186	﹤0.01%	743
2021 Q4	$39K	Hold	975	–	–	﹤0.01%	702
2021 Q3	$36K	Buy	975 +500	+105%	+$18.9K	﹤0.01%	663
2021 Q2	$18K	Hold	475	–	–	﹤0.01%	717
2021 Q1	$17K	Buy	+475	New	+$15.6K	﹤0.01%	707

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

Clearstead Advisors's RSPN Position: Q2 2026 in Review

Clearstead Advisors increased its Invesco S&P 500 Equal Weight Industrials ETF (RSPN) stake by 0.29% in Q2 2026, buying an estimated $183 and bringing the position to 1,025 shares worth $65.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1412.

Clearstead Advisors first reported a position in RSPN in Q1 2021 and has held it in 22 quarters since. The position peaked at $602K in Q3 2024. 169 funds tracked by Wall St. Rank hold RSPN as of Q2 2026.

Clearstead Advisors held 1,025 shares of Invesco S&P 500 Equal Weight Industrials ETF worth $65.6K as of Q2 2026.
Clearstead Advisors bought 3 Invesco S&P 500 Equal Weight Industrials ETF shares in Q2 2026, an estimated $183.
Invesco S&P 500 Equal Weight Industrials ETF made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #1412 holding.
Clearstead Advisors first reported a position in Invesco S&P 500 Equal Weight Industrials ETF in Q1 2021 and has held it in 22 quarters since.
Clearstead Advisors's Invesco S&P 500 Equal Weight Industrials ETF position peaked at $602K in Q3 2024.
169 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Industrials ETF as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.