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

Copia 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	$7.89K	Buy	137 +72	+111%	+$4.36K	0.01%	340
2025 Q4	$3.68K	Hold	65	–	–	﹤0.01%	399
2025 Q3	$3.65K	Hold	65	–	–	﹤0.01%	379
2025 Q2	$3.48K	Hold	65	–	–	﹤0.01%	365
2025 Q1	$3.18K	Hold	65	–	–	﹤0.01%	363
2024 Q4	$3.26K	Buy	+65	New	+$3.41K	﹤0.01%	341

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

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

Copia Wealth Management increased its Invesco S&P 500 Equal Weight Industrials ETF (RSPN) stake by 111% in Q1 2026, buying an estimated $4.36K and bringing the position to 137 shares worth $7.89K. The position accounts for 0.01% of the portfolio, ranked #340.

Copia Wealth Management first reported a position in RSPN in Q4 2024 and has held it in 6 quarters since. 159 funds tracked by Wall St. Rank hold RSPN as of Q1 2026.

Copia Wealth Management held 137 shares of Invesco S&P 500 Equal Weight Industrials ETF worth $7.89K as of Q1 2026.
Copia Wealth Management bought 72 Invesco S&P 500 Equal Weight Industrials ETF shares in Q1 2026, an estimated $4.36K.
Invesco S&P 500 Equal Weight Industrials ETF made up 0.01% of Copia Wealth Management's portfolio in Q1 2026, its #340 holding.
Copia Wealth Management first reported a position in Invesco S&P 500 Equal Weight Industrials ETF in Q4 2024 and has held it in 6 quarters since.
159 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Industrials ETF as of Q1 2026.

Based on Copia Wealth Management's 13F filing for Q1 2026, filed 4 May 2026.