Financial Gravity Asset Management’s Invesco S&P 500 Equal Weight Industrials ETF RSPN Stock Holding History

Financial Gravity Asset 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 Q1	$3.11K	Buy	54 +18	+50%	+$1.09K	﹤0.01%	691
2025 Q4	$2.04K	Sell	36 -73	-67%	-$4.08K	﹤0.01%	598
2025 Q3	$6.12K	Buy	+109	New	+$6.04K	﹤0.01%	652
2025 Q1	$7.88K	Buy	+161	New	+$8.18K	﹤0.01%	655
2024 Q2	$1.64K	Sell	36 -324	-90%	-$15K	﹤0.01%	769
2024 Q1	$17K	Sell	360 -540	-60%	-$24K	﹤0.01%	585
2023 Q4	$4.28M	Buy	900 +126	+16%	+$4.98K	0.05%	123
2023 Q3	$4.27M	Sell	774 -251	-24%	-$10.2K	0.05%	120
2023 Q2	$27.6K	Buy	1,025 +85	+9%	+$3.2K	0.08%	121
2023 Q1	$3.46K	Buy	940 +50	+6%	+$1.87K	0.11%	228
2022 Q4	$38.5K	Sell	890 -4,535	-84%	-$159K	0.2%	72
2022 Q3	$2.88K	Sell	5,425 -175	-3%	-$5.98K	0.1%	218
2022 Q2	$2.98K	Sell	5,600 -1,015	-15%	-$35.3K	0.09%	216
2022 Q1	$3.51K	Sell	6,615 -9,225	-58%	-$344K	0.1%	180
2021 Q4	$5.52K	Buy	15,840 +15,735	+14,986%	+$609K	0.12%	206
2021 Q3	$182K	Buy	+105	New	+$3.97K	0.09%	204
2020 Q2	–	Sell	-20	Closed	–	–	705
2020 Q1	$0	Hold	20	–	–	﹤0.01%	1318
2019 Q4	$1K	Sell	20 -33,680	-100%	-$885K	﹤0.01%	1350
2019 Q3	$852K	Sell	33,700 -10,580	-24%	-$264K	0.73%	26
2019 Q2	$1.12M	Sell	44,280 -12,225	-22%	-$301K	0.92%	22
2019 Q1	$1.39M	Buy	+56,505	New	+$1.31M	1.12%	16
2018 Q3	$77K	Sell	3,565 -210	-6%	-$5.16K	0.08%	245
2018 Q2	$92K	Sell	3,775 -305	-7%	-$7.2K	0.09%	223
2018 Q1	$94K	Buy	+4,080	New	+$99.8K	0.1%	198

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

Financial Gravity Asset Management's RSPN Position: Q1 2026 in Review

Financial Gravity Asset Management increased its Invesco S&P 500 Equal Weight Industrials ETF (RSPN) stake by 50% in Q1 2026, buying an estimated $1.09K and bringing the position to 54 shares worth $3.11K. The position accounts for ﹤0.01% of the portfolio, ranked #691.

Financial Gravity Asset Management first reported a position in RSPN in Q1 2018 and has held it in 24 quarters since. The position peaked at $4.28M in Q4 2023. 159 funds tracked by Wall St. Rank hold RSPN as of Q1 2026.

Financial Gravity Asset Management held 54 shares of Invesco S&P 500 Equal Weight Industrials ETF worth $3.11K as of Q1 2026.
Financial Gravity Asset Management bought 18 Invesco S&P 500 Equal Weight Industrials ETF shares in Q1 2026, an estimated $1.09K.
Invesco S&P 500 Equal Weight Industrials ETF made up ﹤0.01% of Financial Gravity Asset Management's portfolio in Q1 2026, its #691 holding.
Financial Gravity Asset Management first reported a position in Invesco S&P 500 Equal Weight Industrials ETF in Q1 2018 and has held it in 24 quarters since.
Financial Gravity Asset Management's Invesco S&P 500 Equal Weight Industrials ETF position peaked at $4.28M in Q4 2023.
159 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Industrials ETF as of Q1 2026.

Based on Financial Gravity Asset Management's 13F filing for Q1 2026, filed 8 May 2026.