Comprehensive Financial Consultants Institutional’s Invesco S&P 500 Equal Weight Industrials ETF RSPN Stock Holding History

Comprehensive Financial Consultants Institutional’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	$314K	Sell	4,905 -539	-10%	-$32.8K	0.08%	165
2026 Q1	$313K	Sell	5,444 -1	-0%	-$61	0.09%	158
2025 Q4	$308K	Sell	5,445 -588	-10%	-$32.9K	0.09%	155
2025 Q3	$338K	Buy	6,033 +786	+15%	+$43.6K	0.1%	144
2025 Q2	$281K	Buy	5,247 +149	+3%	+$7.49K	0.09%	159
2025 Q1	$249K	Buy	5,098 +13	+0.3%	+$661	0.09%	159
2024 Q4	$255K	Buy	5,085 +488	+11%	+$25.6K	0.09%	151
2024 Q3	$235K	Sell	4,597 -340	-7%	-$16.2K	0.09%	156
2024 Q2	$224K	Buy	4,937 +552	+13%	+$25.5K	0.09%	151
2024 Q1	$209K	Sell	4,385 -2,579	-37%	-$115K	0.09%	156
2023 Q4	$300K	Buy	6,964 +605	+10%	+$23.9K	0.14%	136
2023 Q3	$243K	Buy	+6,359	New	+$257K	0.13%	135

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

Comprehensive Financial Consultants Institutional's RSPN Position: Q2 2026 in Review

Comprehensive Financial Consultants Institutional reduced its Invesco S&P 500 Equal Weight Industrials ETF (RSPN) stake by 9.9% in Q2 2026, selling an estimated $32.8K and leaving 4,905 shares worth $314K. The position accounts for 0.08% of the portfolio, ranked #165.

Comprehensive Financial Consultants Institutional first reported a position in RSPN in Q3 2023 and has held it in 12 quarters since. The position peaked at $338K in Q3 2025. 168 funds tracked by Wall St. Rank hold RSPN as of Q2 2026.

Comprehensive Financial Consultants Institutional held 4,905 shares of Invesco S&P 500 Equal Weight Industrials ETF worth $314K as of Q2 2026.
Comprehensive Financial Consultants Institutional sold 539 Invesco S&P 500 Equal Weight Industrials ETF shares in Q2 2026, an estimated $32.8K.
Invesco S&P 500 Equal Weight Industrials ETF made up 0.08% of Comprehensive Financial Consultants Institutional's portfolio in Q2 2026, its #165 holding.
Comprehensive Financial Consultants Institutional first reported a position in Invesco S&P 500 Equal Weight Industrials ETF in Q3 2023 and has held it in 12 quarters since.
Comprehensive Financial Consultants Institutional's Invesco S&P 500 Equal Weight Industrials ETF position peaked at $338K in Q3 2025.
168 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Industrials ETF as of Q2 2026.

Based on Comprehensive Financial Consultants Institutional's 13F filing for Q2 2026, filed 15 Jul 2026.