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Freedom Investment Management’s Invesco S&P 500 Equal Weight Industrials ETF RSPN Stock Holding History

Freedom Investment 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
2025
Q3 		– Sell
-10,157
Closed -$544K – 576
2025
Q2 		$544K Sell
10,157
-171
-2% -$8.59K 0.04% 422
2025
Q1 		$505K Sell
10,328
-708
-6% -$36K 0.04% 416
2024
Q4 		$554K Sell
11,036
-1,738
-14% -$91.3K 0.05% 399
2024
Q3 		$654K Sell
12,774
-906
-7% -$43.3K 0.05% 341
2024
Q2 		$621K Sell
13,680
-2,478
-15% -$114K 0.05% 362
2024
Q1 		$771K Sell
16,158
-3,875
-19% -$172K 0.06% 322
2023
Q4 		$864K Sell
20,033
-1,620
-7% -$64K 0.07% 292
2023
Q3 		$829K Sell
21,653
-6,452
-23% -$261K 0.1% 254
2023
Q2 		$1.15M Sell
28,105
-40,760
-59% -$1.53M 0.13% 205
2023
Q1 		$2.58M Sell
68,865
-63,905
-48% -$2.39M 0.29% 74
2022
Q4 		$4.73M Sell
132,770
-7,225
-5% -$253K 0.53% 32
2022
Q3 		$4.34M Buy
139,995
+2,200
+2% +$75.2K 0.5% 38
2022
Q2 		$4.42M Sell
137,795
-7,765
-5% -$270K 0.47% 42
2022
Q1 		$5.49M Buy
145,560
+76,440
+111% +$2.85M 0.49% 39
2021
Q4 		$2.73M Buy
69,120
+56,345
+441% +$2.18M 0.2% 128
2021
Q3 		$466K Sell
12,775
-390
-3% -$14.8K 0.04% 524
2021
Q2 		$491K Sell
13,165
-730
-5% -$27.1K 0.04% 541
2021
Q1 		$494K Buy
+13,895
New +$457K 0.04% 532
2018
Q3 		– Sell
-58,785
Closed -$1.35M – 965
2018
Q2 		$1.35M Buy
58,785
+975
+2% +$23K 0.08% 267
2018
Q1 		$1.38M Buy
57,810
+675
+1% +$16.5K 0.07% 278
2017
Q4 		$1.38M Buy
57,135
+1,050
+2% +$24.2K 0.07% 258
2017
Q3 		$1.26M Buy
56,085
+7,030
+14% +$152K 0.07% 261
2017
Q2 		$1.06M Buy
49,055
+4,080
+9% +$86.2K 0.06% 287
2017
Q1 		$939K Buy
44,975
+6,005
+15% +$124K 0.05% 315
2016
Q4 		$773K Buy
+38,970
New +$748K 0.05% 335

Other funds holding RSPN

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AWM
Affinity Wealth Management Wilmington, Delaware $661M AUM 31.48% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
DIP
Davis Investment Partners Charlotte, North Carolina $283M AUM 24.98% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Freedom Investment Management's RSPN Position: Q3 2025 in Review

Freedom Investment Management sold out of Invesco S&P 500 Equal Weight Industrials ETF (RSPN) in Q3 2025, closing a stake of 10,157 shares — an estimated $544K sold.

Freedom Investment Management first reported a position in RSPN in Q4 2016 and held it in 25 quarters. The position peaked at $5.49M in Q1 2022. 144 funds tracked by Wall St. Rank hold RSPN as of Q3 2025.

  • Freedom Investment Management reported no remaining Invesco S&P 500 Equal Weight Industrials ETF position as of Q3 2025 after selling out during the quarter.
  • Freedom Investment Management sold 10,157 Invesco S&P 500 Equal Weight Industrials ETF shares in Q3 2025, an estimated $544K.
  • Freedom Investment Management first reported a position in Invesco S&P 500 Equal Weight Industrials ETF in Q4 2016 and held it in 25 quarters.
  • Freedom Investment Management's Invesco S&P 500 Equal Weight Industrials ETF position peaked at $5.49M in Q1 2022.
  • 144 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Industrials ETF as of Q3 2025.

Based on Freedom Investment Management's 13F filing for Q3 2025, filed 14 Nov 2025.