First Heartland Consultants’s Invesco S&P 500 Equal Weight Industrials ETF RSPN Stock Holding History

First Heartland Consultants’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	$723K	Buy	11,300 +285	+3%	+$17.4K	0.05%	262
2026 Q1	$634K	Buy	11,015 +92	+0.8%	+$5.57K	0.05%	255
2025 Q4	$619K	Sell	10,923 -20	-0.2%	-$1.12K	0.05%	251
2025 Q3	$614K	Sell	10,943 -66	-0.6%	-$3.66K	0.05%	244
2025 Q2	$589K	Sell	11,009 -260	-2%	-$13.1K	0.05%	243
2025 Q1	$551K	Buy	11,269 +81	+0.7%	+$4.12K	0.06%	219
2024 Q4	$562K	Buy	11,188 +570	+5%	+$29.9K	0.06%	219
2024 Q3	$544K	Buy	10,618 +149	+1%	+$7.12K	0.06%	225
2024 Q2	$475	Sell	10,469 -309	-3%	-$14.3K	0.03%	269
2024 Q1	$514K	Buy	10,778 +1,005	+10%	+$44.7K	0.05%	247
2023 Q4	$421K	Buy	9,773 +235	+2%	+$9.29K	0.05%	234
2023 Q3	$365K	Buy	9,538 +1,803	+23%	+$73K	0.05%	256
2023 Q2	$316K	Buy	+7,735	New	+$291K	0.04%	280
2021 Q3	–	Sell	-83,525	Closed	-$3.12M	–	410
2021 Q2	$3.12M	Buy	83,525 +40,580	+94%	+$1.51M	0.47%	55
2021 Q1	$1.53M	Buy	+42,945	New	+$1.41M	0.24%	97
2020 Q1	–	Sell	-20,625	Closed	-$559K	–	297
2019 Q4	$559K	Buy	+20,625	New	+$542K	0.11%	168

Other funds holding RSPN

AAS

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

GSC

G&S Capital Denver, Colorado $345M AUM 32.53% 1-Year Est. Return

CWA

Choice Wealth Advisors Waterville, Maine $285M AUM 19.08% 1-Year Est. Return

AFS

Access Financial Services Minneapolis, Minnesota $305M AUM 15.71% 1-Year Est. Return

Friedenthal Financial Marlton, New Jersey $217M AUM 21.15% 1-Year Est. Return

WAM

Walker Asset Management Verona, Missouri $198M AUM 27.67% 1-Year Est. Return

BMCM

Burns Matteson Capital Management Corning, New York $320M AUM 71.11% 1-Year Est. Return

First Heartland Consultants's RSPN Position: Q2 2026 in Review

First Heartland Consultants increased its Invesco S&P 500 Equal Weight Industrials ETF (RSPN) stake by 2.6% in Q2 2026, buying an estimated $17.4K and bringing the position to 11,300 shares worth $723K. The position accounts for 0.05% of the portfolio, ranked #262.

First Heartland Consultants first reported a position in RSPN in Q4 2019 and has held it in 16 quarters since. The position peaked at $3.12M in Q2 2021. 31 funds tracked by Wall St. Rank hold RSPN as of Q2 2026.

First Heartland Consultants held 11,300 shares of Invesco S&P 500 Equal Weight Industrials ETF worth $723K as of Q2 2026.
First Heartland Consultants bought 285 Invesco S&P 500 Equal Weight Industrials ETF shares in Q2 2026, an estimated $17.4K.
Invesco S&P 500 Equal Weight Industrials ETF made up 0.05% of First Heartland Consultants's portfolio in Q2 2026, its #262 holding.
First Heartland Consultants first reported a position in Invesco S&P 500 Equal Weight Industrials ETF in Q4 2019 and has held it in 16 quarters since.
First Heartland Consultants's Invesco S&P 500 Equal Weight Industrials ETF position peaked at $3.12M in Q2 2021.
31 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Industrials ETF as of Q2 2026.

Based on First Heartland Consultants's 13F filing for Q2 2026, filed 8 Jul 2026.