Evernest Financial Advisors’s Invesco S&P 500 Equal Weight Industrials ETF RSPN Stock Holding History

Evernest Financial Advisors’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	$3.55M	Buy	55,497 +118	+0.2%	+$7.18K	0.74%	26
2026 Q1	$3.38M	Sell	55,379 -61	-0.1%	-$3.69K	0.7%	27
2025 Q4	$3.49M	Sell	55,440 -1,343	-2%	-$75.2K	0.73%	27
2025 Q3	$3.19M	Sell	56,783 -567	-1%	-$31.4K	0.89%	24
2025 Q2	$3.07M	Sell	57,350 -480	-0.8%	-$24.1K	0.99%	22
2025 Q1	$2.83M	Buy	57,830 +3,408	+6%	+$173K	1.02%	22
2024 Q4	$2.73M	Buy	54,422 +2,238	+4%	+$118K	0.71%	26
2024 Q3	$2.67M	Sell	52,184 -5,231	-9%	-$250K	0.72%	24
2024 Q2	$2.61M	Sell	57,415 -2,053	-3%	-$94.8K	1.17%	18
2024 Q1	$2.69M	Buy	59,468 +3,607	+6%	+$161K	1.27%	18
2023 Q4	$2.41M	Buy	+55,861	New	+$2.21M	1.22%	18
2021 Q4	$2.55M	Buy	+287,595	New	+$11.1M	1.32%	18

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

Evernest Financial Advisors's RSPN Position: Q2 2026 in Review

Evernest Financial Advisors increased its Invesco S&P 500 Equal Weight Industrials ETF (RSPN) stake by 0.21% in Q2 2026, buying an estimated $7.18K and bringing the position to 55,497 shares worth $3.55M. The position accounts for 0.74% of the portfolio, ranked #26.

Evernest Financial Advisors first reported a position in RSPN in Q4 2021 and has held it in 12 quarters since. 169 funds tracked by Wall St. Rank hold RSPN as of Q2 2026.

Evernest Financial Advisors held 55,497 shares of Invesco S&P 500 Equal Weight Industrials ETF worth $3.55M as of Q2 2026.
Evernest Financial Advisors bought 118 Invesco S&P 500 Equal Weight Industrials ETF shares in Q2 2026, an estimated $7.18K.
Invesco S&P 500 Equal Weight Industrials ETF made up 0.74% of Evernest Financial Advisors's portfolio in Q2 2026, its #26 holding.
Evernest Financial Advisors first reported a position in Invesco S&P 500 Equal Weight Industrials ETF in Q4 2021 and has held it in 12 quarters since.
169 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Industrials ETF as of Q2 2026.

Based on Evernest Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.