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Graham Capital Wealth Management’s Invesco S&P 500 Equal Weight Industrials ETF RSPN Stock Holding History

Graham Capital Wealth 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
Q2 		$4.14M Sell
64,765
-7,266
-10% -$442K 3.2% 9
2026
Q1 		$4.15M Buy
72,031
+10,304
+17% +$624K 3.68% 10
2025
Q4 		$3.5M Buy
+61,727
New +$3.45M 3.21% 12

Other funds holding RSPN

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AWM
Affinity Wealth Management Wilmington, Delaware $776M AUM 43.59% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
KHLMVGHM
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $2.44B AUM 24.95% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Graham Capital Wealth Management's RSPN Position: Q2 2026 in Review

Graham Capital Wealth Management reduced its Invesco S&P 500 Equal Weight Industrials ETF (RSPN) stake by 10% in Q2 2026, selling an estimated $442K and leaving 64,765 shares worth $4.14M. The position accounts for 3.2% of the portfolio, ranked #9.

Graham Capital Wealth Management first reported a position in RSPN in Q4 2025 and has held it in 3 quarters since. The position peaked at $4.15M in Q1 2026. 168 funds tracked by Wall St. Rank hold RSPN as of Q2 2026.

  • Graham Capital Wealth Management held 64,765 shares of Invesco S&P 500 Equal Weight Industrials ETF worth $4.14M as of Q2 2026.
  • Graham Capital Wealth Management sold 7,266 Invesco S&P 500 Equal Weight Industrials ETF shares in Q2 2026, an estimated $442K.
  • Invesco S&P 500 Equal Weight Industrials ETF made up 3.2% of Graham Capital Wealth Management's portfolio in Q2 2026, its #9 holding.
  • Graham Capital Wealth Management first reported a position in Invesco S&P 500 Equal Weight Industrials ETF in Q4 2025 and has held it in 3 quarters since.
  • Graham Capital Wealth Management's Invesco S&P 500 Equal Weight Industrials ETF position peaked at $4.15M in Q1 2026.
  • 168 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Industrials ETF as of Q2 2026.

Based on Graham Capital Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.