Grey Fox Wealth Advisors’s Invesco S&P 500 Equal Weight Industrials ETF RSPN Stock Holding History

Grey Fox Wealth Advisors’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	$243K	Sell	3,792 -1,622	-30%	-$98.7K	0.04%	155
2026 Q1	$312K	Buy	5,414 +12	+0.2%	+$726	0.06%	111
2025 Q4	$306K	Buy	5,402 +8	+0.1%	+$448	0.06%	106
2025 Q3	$303K	Buy	5,394 +16	+0.3%	+$887	0.06%	112
2025 Q2	$288K	Buy	5,378 +12	+0.2%	+$603	0.07%	109
2025 Q1	$263K	Buy	5,366 +12	+0.2%	+$610	0.07%	109
2024 Q4	$269K	Buy	5,354 +17	+0.3%	+$893	0.07%	111
2024 Q3	$273K	Buy	5,337 +12	+0.2%	+$573	0.08%	106
2024 Q2	$242K	Buy	5,325 +13	+0.2%	+$601	0.09%	113
2024 Q1	$253K	Buy	5,312 +12	+0.2%	+$534	0.1%	112
2023 Q4	$229K	Buy	5,300 +16	+0.3%	+$632	0.1%	99
2023 Q3	$202K	Buy	5,284 +14	+0.3%	+$567	0.1%	100
2023 Q2	$216K	Buy	5,270 +15	+0.3%	+$565	0.11%	96
2023 Q1	$197K	Buy	5,255 +15	+0.3%	+$561	0.12%	99
2022 Q4	$187K	Buy	+5,240	New	+$184K	0.12%	100

Other funds holding RSPN

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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 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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Grey Fox Wealth Advisors's RSPN Position: Q2 2026 in Review

Grey Fox Wealth Advisors reduced its Invesco S&P 500 Equal Weight Industrials ETF (RSPN) stake by 30% in Q2 2026, selling an estimated $98.7K and leaving 3,792 shares worth $243K. The position accounts for 0.04% of the portfolio, ranked #155.

Grey Fox Wealth Advisors first reported a position in RSPN in Q4 2022 and has held it in 15 quarters since. The position peaked at $312K in Q1 2026. 169 funds tracked by Wall St. Rank hold RSPN as of Q2 2026.

Grey Fox Wealth Advisors held 3,792 shares of Invesco S&P 500 Equal Weight Industrials ETF worth $243K as of Q2 2026.
Grey Fox Wealth Advisors sold 1,622 Invesco S&P 500 Equal Weight Industrials ETF shares in Q2 2026, an estimated $98.7K.
Invesco S&P 500 Equal Weight Industrials ETF made up 0.04% of Grey Fox Wealth Advisors's portfolio in Q2 2026, its #155 holding.
Grey Fox Wealth Advisors first reported a position in Invesco S&P 500 Equal Weight Industrials ETF in Q4 2022 and has held it in 15 quarters since.
Grey Fox Wealth Advisors's Invesco S&P 500 Equal Weight Industrials ETF position peaked at $312K in Q1 2026.
169 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Industrials ETF as of Q2 2026.

Based on Grey Fox Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.