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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
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 Sell
1,001
-2,075
-67% -$82K ﹤0.01% 781
2023
Q3 		$118K Buy
3,076
+2,081
+209% +$84.2K ﹤0.01% 687
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

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Clearstead Advisors's RSPN Position: Q1 2026 in Review

Clearstead Advisors increased its Invesco S&P 500 Equal Weight Industrials ETF (RSPN) stake by 0.2% in Q1 2026, buying an estimated $121 and bringing the position to 1,022 shares worth $58.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1243.

Clearstead Advisors first reported a position in RSPN in Q1 2021 and has held it in 21 quarters since. The position peaked at $602K in Q3 2024. 159 funds tracked by Wall St. Rank hold RSPN as of Q1 2026.

  • Clearstead Advisors held 1,022 shares of Invesco S&P 500 Equal Weight Industrials ETF worth $58.9K as of Q1 2026.
  • Clearstead Advisors bought 2 Invesco S&P 500 Equal Weight Industrials ETF shares in Q1 2026, an estimated $121.
  • Invesco S&P 500 Equal Weight Industrials ETF made up ﹤0.01% of Clearstead Advisors's portfolio in Q1 2026, its #1243 holding.
  • Clearstead Advisors first reported a position in Invesco S&P 500 Equal Weight Industrials ETF in Q1 2021 and has held it in 21 quarters since.
  • Clearstead Advisors's Invesco S&P 500 Equal Weight Industrials ETF position peaked at $602K in Q3 2024.
  • 159 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Industrials ETF as of Q1 2026.

Based on Clearstead Advisors's 13F filing for Q1 2026, filed 6 May 2026.