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

Elevation Wealth Partners’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
2024
Q4 		– Sell
-250
Closed -$12.8K – 524
2024
Q3 		$12.8K Buy
+250
New +$11.9K 0.01% 336

Other funds holding RSPN

MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return
Bank of America
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
KHLMVGHM
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $1.53B AUM 20.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
DIP
Davis Investment Partners Charlotte, North Carolina $283M AUM 24.98% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Elevation Wealth Partners's RSPN Position: Q4 2024 in Review

Elevation Wealth Partners sold out of Invesco S&P 500 Equal Weight Industrials ETF (RSPN) in Q4 2024, closing a stake of 250 shares — an estimated $12.8K sold.

Elevation Wealth Partners first reported a position in RSPN in Q3 2024 and held it in 1 quarter. The position peaked at $12.8K in Q3 2024. 136 funds tracked by Wall St. Rank hold RSPN as of Q4 2024.

  • Elevation Wealth Partners reported no remaining Invesco S&P 500 Equal Weight Industrials ETF position as of Q4 2024 after selling out during the quarter.
  • Elevation Wealth Partners sold 250 Invesco S&P 500 Equal Weight Industrials ETF shares in Q4 2024, an estimated $12.8K.
  • Elevation Wealth Partners first reported a position in Invesco S&P 500 Equal Weight Industrials ETF in Q3 2024 and held it in 1 quarter.
  • Elevation Wealth Partners's Invesco S&P 500 Equal Weight Industrials ETF position peaked at $12.8K in Q3 2024.
  • 136 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Industrials ETF as of Q4 2024.

Based on Elevation Wealth Partners's 13F filing for Q4 2024, filed 29 Jan 2025.