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Joseph P. Lucia & Associates’s Invesco S&P 500 Equal Weight Industrials ETF RSPN Stock Holding History

Joseph P. Lucia & Associates’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 		$3.01M Sell
47,088
-500
-1% -$30.4K 0.91% 30
2026
Q1 		$2.74M Sell
47,588
-425
-0.9% -$25.7K 0.98% 29
2025
Q4 		$2.72M Sell
48,013
-53
-0.1% -$2.97K 0.98% 29
2025
Q3 		$2.7M Sell
48,066
-243
-0.5% -$13.5K 1.02% 27
2025
Q2 		$2.59M Sell
48,309
-2,932
-6% -$147K 1.06% 28
2025
Q1 		$2.51M Sell
51,241
-1,269
-2% -$64.5K 1.15% 29
2024
Q4 		$2.64M Sell
52,510
-950
-2% -$49.9K 1.17% 28
2024
Q3 		$2.74M Sell
53,460
-251
-0.5% -$12K 1.26% 25
2024
Q2 		$2.44M Sell
53,711
-820
-2% -$37.9K 1.25% 23
2024
Q1 		$2.6M Buy
54,531
+16
+0% +$712 1.39% 21
2023
Q4 		$2.35M Sell
54,515
-1,020
-2% -$40.3K 1.46% 20
2023
Q3 		$2.13M Buy
55,535
+175
+0.3% +$7.08K 1.49% 22
2023
Q2 		$2.26M Sell
55,360
-7,675
-12% -$289K 1.52% 21
2023
Q1 		$2.37M Buy
63,035
+730
+1% +$27.3K 1.65% 16
2022
Q4 		$2.22M Buy
62,305
+4,375
+8% +$153K 1.66% 18
2022
Q3 		$1.79M Sell
57,930
-3,745
-6% -$128K 1.41% 27
2022
Q2 		$1.98M Sell
61,675
-325
-0.5% -$11.3K 1.4% 24
2022
Q1 		$2.34M Buy
62,000
+15,365
+33% +$573K 1.42% 26
2021
Q4 		$1.84M Buy
46,635
+600
+1% +$23.2K 1.17% 31
2021
Q3 		$1.68M Buy
46,035
+20
+0% +$757 0.99% 31
2021
Q2 		$1.72M Buy
46,015
+12,880
+39% +$479K 1.03% 30
2021
Q1 		$1.18M Buy
33,135
+3,430
+12% +$113K 0.53% 42
2020
Q4 		$939K Buy
29,705
+870
+3% +$25.9K 0.66% 50
2020
Q3 		$777K Buy
28,835
+800
+3% +$21K 0.73% 46
2020
Q2 		$672K Buy
28,035
+4,225
+18% +$93.7K 0.6% 50
2020
Q1 		$467K Sell
23,810
-6,750
-22% -$169K 0.52% 50
2019
Q4 		$829K Sell
30,560
-135
-0.4% -$3.55K 0.75% 36
2019
Q3 		$776K Hold
30,695
– – 0.8% 35
2019
Q2 		$774K Sell
30,695
-1,000
-3% -$24.6K 0.81% 37
2019
Q1 		$787K Buy
+31,695
New +$733K 1.36% 24

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

Joseph P. Lucia & Associates's RSPN Position: Q2 2026 in Review

Joseph P. Lucia & Associates reduced its Invesco S&P 500 Equal Weight Industrials ETF (RSPN) stake by 1.1% in Q2 2026, selling an estimated $30.4K and leaving 47,088 shares worth $3.01M. The position accounts for 0.91% of the portfolio, ranked #30.

Joseph P. Lucia & Associates first reported a position in RSPN in Q1 2019 and has held it in 30 quarters since. 168 funds tracked by Wall St. Rank hold RSPN as of Q2 2026.

  • Joseph P. Lucia & Associates held 47,088 shares of Invesco S&P 500 Equal Weight Industrials ETF worth $3.01M as of Q2 2026.
  • Joseph P. Lucia & Associates sold 500 Invesco S&P 500 Equal Weight Industrials ETF shares in Q2 2026, an estimated $30.4K.
  • Invesco S&P 500 Equal Weight Industrials ETF made up 0.91% of Joseph P. Lucia & Associates's portfolio in Q2 2026, its #30 holding.
  • Joseph P. Lucia & Associates first reported a position in Invesco S&P 500 Equal Weight Industrials ETF in Q1 2019 and has held it in 30 quarters since.
  • 168 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Industrials ETF as of Q2 2026.

Based on Joseph P. Lucia & Associates's 13F filing for Q2 2026, filed 7 Aug 2026.