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 Q2	$8.77K	Hold	137	–	–	0.01%	357
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

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

Copia Wealth Management's RSPN Position: Q2 2026 in Review

Copia Wealth Management held its Invesco S&P 500 Equal Weight Industrials ETF (RSPN) position steady in Q2 2026 at 137 shares worth $8.77K. The position accounts for 0.01% of the portfolio, ranked #357.

Copia Wealth Management first reported a position in RSPN in Q4 2024 and has held it in 7 quarters since. 168 funds tracked by Wall St. Rank hold RSPN as of Q2 2026.

Copia Wealth Management held 137 shares of Invesco S&P 500 Equal Weight Industrials ETF worth $8.77K as of Q2 2026.
Copia Wealth Management left its Invesco S&P 500 Equal Weight Industrials ETF share count unchanged in Q2 2026.
Invesco S&P 500 Equal Weight Industrials ETF made up 0.01% of Copia Wealth Management's portfolio in Q2 2026, its #357 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 7 quarters since.
168 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Industrials ETF as of Q2 2026.

Based on Copia Wealth Management's 13F filing for Q2 2026, filed 18 Aug 2026.