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 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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Comprehensive Wealth Management's RSPN Position: Q1 2026 in Review

Comprehensive Wealth Management increased its Invesco S&P 500 Equal Weight Industrials ETF (RSPN) stake by 1.8% in Q1 2026, buying an estimated $48.2K and bringing the position to 45,547 shares worth $2.62M. The position accounts for 1.33% of the portfolio, ranked #14.

Comprehensive Wealth Management first reported a position in RSPN in Q1 2022 and has held it in 17 quarters since. 159 funds tracked by Wall St. Rank hold RSPN as of Q1 2026.

Comprehensive Wealth Management held 45,547 shares of Invesco S&P 500 Equal Weight Industrials ETF worth $2.62M as of Q1 2026.
Comprehensive Wealth Management bought 797 Invesco S&P 500 Equal Weight Industrials ETF shares in Q1 2026, an estimated $48.2K.
Invesco S&P 500 Equal Weight Industrials ETF made up 1.33% of Comprehensive Wealth Management's portfolio in Q1 2026, its #14 holding.
Comprehensive Wealth Management first reported a position in Invesco S&P 500 Equal Weight Industrials ETF in Q1 2022 and has held it in 17 quarters since.
159 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Industrials ETF as of Q1 2026.

Based on Comprehensive Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.