CCM
RSPN icon

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

Coldstream Capital 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
Q2 		– Sell
-675
Closed -$33K – 2886
2025
Q1 		$33K Buy
+675
New +$34.3K ﹤0.01% 1895

Other funds holding RSPN

MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 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 $776M AUM 43.59% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Coldstream Capital Management's RSPN Position: Q2 2025 in Review

Coldstream Capital Management sold out of Invesco S&P 500 Equal Weight Industrials ETF (RSPN) in Q2 2025, closing a stake of 675 shares — an estimated $33K sold.

Coldstream Capital Management first reported a position in RSPN in Q1 2025 and held it in 1 quarter. The position peaked at $33K in Q1 2025. 142 funds tracked by Wall St. Rank hold RSPN as of Q2 2025.

  • Coldstream Capital Management reported no remaining Invesco S&P 500 Equal Weight Industrials ETF position as of Q2 2025 after selling out during the quarter.
  • Coldstream Capital Management sold 675 Invesco S&P 500 Equal Weight Industrials ETF shares in Q2 2025, an estimated $33K.
  • Coldstream Capital Management first reported a position in Invesco S&P 500 Equal Weight Industrials ETF in Q1 2025 and held it in 1 quarter.
  • Coldstream Capital Management's Invesco S&P 500 Equal Weight Industrials ETF position peaked at $33K in Q1 2025.
  • 142 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Industrials ETF as of Q2 2025.

Based on Coldstream Capital Management's 13F filing for Q2 2025, filed 12 Aug 2025.