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

Comprehensive Wealth 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
2026 Q2	–	Sell	-45,547	Closed	-$2.62M	–	44
2026 Q1	$2.62M	Buy	45,547 +797	+2%	+$48.2K	1.33%	14
2025 Q4	$2.53M	Buy	44,750 +4,299	+11%	+$241K	1.5%	14
2025 Q3	$2.27M	Buy	40,451 +7,929	+24%	+$439K	1.61%	14
2025 Q2	$1.74M	Sell	32,522 -600	-2%	-$30.1K	1.4%	13
2025 Q1	$1.62M	Buy	33,122 +6,208	+23%	+$315K	1.13%	11
2024 Q4	$1.35M	Buy	26,914 +639	+2%	+$33.6K	1.01%	11
2024 Q3	$1.35M	Buy	26,275 +1,699	+7%	+$81.1K	0.87%	10
2024 Q2	$1.12M	Buy	24,576 +3,320	+16%	+$153K	0.82%	11
2024 Q1	$1.01M	Sell	21,256 -261	-1%	-$11.6K	0.79%	10
2023 Q4	$928K	Sell	21,517 -1,367	-6%	-$54K	0.84%	14
2023 Q3	$876K	Buy	22,884 +544	+2%	+$22K	0.82%	16
2023 Q2	$914K	Buy	22,340 +2,060	+10%	+$77.5K	0.79%	15
2023 Q1	$761K	Sell	20,280 -75	-0.4%	-$2.81K	0.63%	18
2022 Q4	$726K	Buy	20,355 +810	+4%	+$28.4K	0.67%	17
2022 Q3	$606K	Buy	19,545 +630	+3%	+$21.5K	0.61%	14
2022 Q2	$606K	Buy	18,915 +4,540	+32%	+$158K	0.52%	13
2022 Q1	$542K	Buy	+14,375	New	+$536K	0.55%	12

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 Wealth Management's RSPN Position: Q2 2026 in Review

Comprehensive Wealth Management sold out of Invesco S&P 500 Equal Weight Industrials ETF (RSPN) in Q2 2026, closing a stake of 45,547 shares — an estimated $2.62M sold.

Comprehensive Wealth Management first reported a position in RSPN in Q1 2022 and held it in 17 quarters. The position peaked at $2.62M in Q1 2026. 169 funds tracked by Wall St. Rank hold RSPN as of Q2 2026.

Comprehensive Wealth Management reported no remaining Invesco S&P 500 Equal Weight Industrials ETF position as of Q2 2026 after selling out during the quarter.
Comprehensive Wealth Management sold 45,547 Invesco S&P 500 Equal Weight Industrials ETF shares in Q2 2026, an estimated $2.62M.
Comprehensive Wealth Management first reported a position in Invesco S&P 500 Equal Weight Industrials ETF in Q1 2022 and held it in 17 quarters.
Comprehensive Wealth Management's Invesco S&P 500 Equal Weight Industrials ETF position peaked at $2.62M in Q1 2026.
169 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Industrials ETF as of Q2 2026.

Based on Comprehensive Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.