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

AAS

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

GSC

G&S Capital Denver, Colorado $345M AUM 32.53% 1-Year Est. Return

CWA

Choice Wealth Advisors Waterville, Maine $285M AUM 19.08% 1-Year Est. Return

AFS

Access Financial Services Minneapolis, Minnesota $305M AUM 15.71% 1-Year Est. Return

Friedenthal Financial Marlton, New Jersey $217M AUM 21.15% 1-Year Est. Return

WAM

Walker Asset Management Verona, Missouri $198M AUM 27.67% 1-Year Est. Return

BMCM

Burns Matteson Capital Management Corning, New York $320M AUM 71.11% 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. 31 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.
31 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.