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 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

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

Evernest Financial Advisors's RSPN Position: Q1 2026 in Review

Evernest Financial Advisors reduced its Invesco S&P 500 Equal Weight Industrials ETF (RSPN) stake by 0.11% in Q1 2026, selling an estimated $3.69K and leaving 55,379 shares worth $3.38M. The position accounts for 0.7% of the portfolio, ranked #27.

Evernest Financial Advisors first reported a position in RSPN in Q4 2021 and has held it in 11 quarters since. The position peaked at $3.49M in Q4 2025. 159 funds tracked by Wall St. Rank hold RSPN as of Q1 2026.

Evernest Financial Advisors held 55,379 shares of Invesco S&P 500 Equal Weight Industrials ETF worth $3.38M as of Q1 2026.
Evernest Financial Advisors sold 61 Invesco S&P 500 Equal Weight Industrials ETF shares in Q1 2026, an estimated $3.69K.
Invesco S&P 500 Equal Weight Industrials ETF made up 0.7% of Evernest Financial Advisors's portfolio in Q1 2026, its #27 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 11 quarters since.
Evernest Financial Advisors's Invesco S&P 500 Equal Weight Industrials ETF position peaked at $3.49M in Q4 2025.
159 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Industrials ETF as of Q1 2026.

Based on Evernest Financial Advisors's 13F filing for Q1 2026, filed 4 May 2026.