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

Financial Services Advisory’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	$839K	Buy	+14,572	New	+$882K	0.4%	40
2025 Q4	–	Sell	-29,916	Closed	-$1.68M	–	71
2025 Q3	$1.68M	Sell	29,916 -331	-1%	-$18.3K	0.65%	27
2025 Q2	$1.62M	Buy	+30,247	New	+$1.52M	0.78%	22
2025 Q1	–	Sell	-17,294	Closed	-$868K	–	52
2024 Q4	$868K	Sell	17,294 -168	-1%	-$8.82K	0.2%	43
2024 Q3	$894K	Buy	+17,462	New	+$834K	0.22%	44
2023 Q4	–	Sell	-20,480	Closed	-$784K	–	64
2023 Q3	$784K	Buy	+20,480	New	+$829K	0.38%	31
2021 Q3	–	Sell	-17,460	Closed	-$651K	–	57
2021 Q2	$651K	Buy	+17,460	New	+$649K	0.28%	33
2021 Q1	–	Sell	-14,040	Closed	-$444K	–	38
2020 Q4	$444K	Buy	+14,040	New	+$418K	0.17%	27

Other funds holding RSPN

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

Bank of America

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

Affinity Wealth Management Wilmington, Delaware $661M AUM 31.48% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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