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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
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

Goldman Sachs
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
AWM
Affinity Wealth Management Wilmington, Delaware $776M AUM 43.59% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return
Morgan Stanley
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
KHLMVGHM
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $1.53B AUM 20.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Graham Capital Wealth Management's RSPN Position: Q1 2026 in Review

Graham Capital Wealth Management increased its Invesco S&P 500 Equal Weight Industrials ETF (RSPN) stake by 17% in Q1 2026, buying an estimated $624K and bringing the position to 72,031 shares worth $4.15M. The position accounts for 3.68% of the portfolio, ranked #10.

Graham Capital Wealth Management first reported a position in RSPN in Q4 2025 and has held it in 2 quarters since. 159 funds tracked by Wall St. Rank hold RSPN as of Q1 2026.

  • Graham Capital Wealth Management held 72,031 shares of Invesco S&P 500 Equal Weight Industrials ETF worth $4.15M as of Q1 2026.
  • Graham Capital Wealth Management bought 10,304 Invesco S&P 500 Equal Weight Industrials ETF shares in Q1 2026, an estimated $624K.
  • Invesco S&P 500 Equal Weight Industrials ETF made up 3.68% of Graham Capital Wealth Management's portfolio in Q1 2026, its #10 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 2 quarters since.
  • 159 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Industrials ETF as of Q1 2026.

Based on Graham Capital Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.