Envestnet Portfolio Solutions’s Invesco S&P 500 Equal Weight Industrials ETF RSPN Stock Holding History

Envestnet Portfolio Solutions’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
2025 Q3	–	Sell	-6,129	Closed	-$328K	–	1558
2025 Q2	$328K	Sell	6,129 -2,732	-31%	-$137K	﹤0.01%	1298
2025 Q1	$434K	Buy	+8,861	New	+$450K	﹤0.01%	1117
2024 Q4	–	Sell	-12,130	Closed	-$621K	–	1785
2024 Q3	$621K	Buy	12,130 +4,496	+59%	+$215K	﹤0.01%	1083
2024 Q2	$347K	Sell	7,634 -91	-1%	-$4.2K	﹤0.01%	1297
2024 Q1	$369K	Sell	7,725 -790	-9%	-$35.2K	﹤0.01%	1252
2023 Q4	$367K	Sell	8,515 -5,051	-37%	-$200K	﹤0.01%	1188
2023 Q3	$519K	Buy	+13,566	New	+$549K	﹤0.01%	973

Other funds holding RSPN

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 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 New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Envestnet Portfolio Solutions's RSPN Position: Q3 2025 in Review

Envestnet Portfolio Solutions sold out of Invesco S&P 500 Equal Weight Industrials ETF (RSPN) in Q3 2025, closing a stake of 6,129 shares — an estimated $328K sold.

Envestnet Portfolio Solutions first reported a position in RSPN in Q3 2023 and held it in 7 quarters. The position peaked at $621K in Q3 2024. 144 funds tracked by Wall St. Rank hold RSPN as of Q3 2025.

Envestnet Portfolio Solutions reported no remaining Invesco S&P 500 Equal Weight Industrials ETF position as of Q3 2025 after selling out during the quarter.
Envestnet Portfolio Solutions sold 6,129 Invesco S&P 500 Equal Weight Industrials ETF shares in Q3 2025, an estimated $328K.
Envestnet Portfolio Solutions first reported a position in Invesco S&P 500 Equal Weight Industrials ETF in Q3 2023 and held it in 7 quarters.
Envestnet Portfolio Solutions's Invesco S&P 500 Equal Weight Industrials ETF position peaked at $621K in Q3 2024.
144 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Industrials ETF as of Q3 2025.

Based on Envestnet Portfolio Solutions's 13F filing for Q3 2025, filed 30 Oct 2025.