Harbor Asset Planning’s Invesco S&P 500 Equal Weight Industrials ETF RSPN Stock Holding History

Harbor Asset Planning’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	$3.2M	Buy	55,542 +3,302	+6%	+$200K	2.69%	7
2025 Q4	$2.96M	Buy	52,240 +2,482	+5%	+$139K	2.53%	7
2025 Q3	$2.79M	Buy	49,758 +412	+0.8%	+$22.8K	2.5%	7
2025 Q2	$2.64M	Buy	+49,346	New	+$2.48M	2.52%	7

Other funds holding RSPN

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AWM

Affinity Wealth Management Wilmington, Delaware $661M AUM 31.48% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Harbor Asset Planning's RSPN Position: Q1 2026 in Review

Harbor Asset Planning increased its Invesco S&P 500 Equal Weight Industrials ETF (RSPN) stake by 6.3% in Q1 2026, buying an estimated $200K and bringing the position to 55,542 shares worth $3.2M. The position accounts for 2.69% of the portfolio, ranked #7.

Harbor Asset Planning first reported a position in RSPN in Q2 2025 and has held it in 4 quarters since. 159 funds tracked by Wall St. Rank hold RSPN as of Q1 2026.

Harbor Asset Planning held 55,542 shares of Invesco S&P 500 Equal Weight Industrials ETF worth $3.2M as of Q1 2026.
Harbor Asset Planning bought 3,302 Invesco S&P 500 Equal Weight Industrials ETF shares in Q1 2026, an estimated $200K.
Invesco S&P 500 Equal Weight Industrials ETF made up 2.69% of Harbor Asset Planning's portfolio in Q1 2026, its #7 holding.
Harbor Asset Planning first reported a position in Invesco S&P 500 Equal Weight Industrials ETF in Q2 2025 and has held it in 4 quarters since.
159 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Industrials ETF as of Q1 2026.

Based on Harbor Asset Planning's 13F filing for Q1 2026, filed 22 Apr 2026.