McAdam LLC’s Invesco S&P 500 Equal Weight Industrials ETF RSPN Stock Holding History

McAdam LLC’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 Q3	$458K	Hold	7,905	–	–	0.02%	292
2026 Q2	$506K	Hold	7,905	–	–	0.02%	269
2026 Q1	$455K	Hold	7,905	–	–	0.02%	256
2025 Q4	$448K	Hold	7,905	–	–	0.02%	255
2025 Q3	$443K	Hold	7,905	–	–	0.02%	229
2025 Q2	$423K	Sell	7,905 -5	-0.1%	-$251	0.02%	224
2025 Q1	$387K	Hold	7,910	–	–	0.02%	222
2024 Q4	$397K	Hold	7,910	–	–	0.02%	228
2024 Q3	$405K	Hold	7,910	–	–	0.02%	213
2024 Q2	$359K	Hold	7,910	–	–	0.02%	212
2024 Q1	$377K	Hold	7,910	–	–	0.02%	196
2023 Q4	$341K	Hold	7,910	–	–	0.02%	199
2023 Q3	$303K	Hold	7,910	–	–	0.02%	200
2023 Q2	$324K	Hold	7,910	–	–	0.03%	197
2023 Q1	$297K	Hold	7,910	–	–	0.03%	198
2022 Q4	$313K	Hold	7,910	–	–	0.03%	142
2022 Q3	$245K	Hold	7,910	–	–	0.03%	192
2022 Q2	$254K	Hold	7,910	–	–	0.03%	191
2022 Q1	$298K	Hold	7,910	–	–	0.03%	164
2021 Q4	$313K	Hold	7,910	–	–	0.03%	142
2021 Q3	$289K	Hold	7,910	–	–	0.03%	141
2021 Q2	$300K	Hold	7,910	–	–	0.03%	135
2021 Q1	$281K	Hold	7,910	–	–	0.04%	128
2020 Q4	$254K	Buy	7,910 +5	+0.1%	+$149	0.04%	136
2020 Q3	$213K	Buy	+7,905	New	+$207K	0.04%	132
2020 Q1	–	Sell	-7,905	Closed	-$214K	–	117
2019 Q4	$214K	Buy	+7,905	New	+$208K	0.05%	82
2018 Q4	–	Sell	-7,905	Closed	-$200K	–	486
2018 Q3	$200K	Hold	7,905	–	–	0.07%	63
2018 Q2	$181K	Hold	7,905	–	–	0.07%	63
2018 Q1	$189K	Buy	+7,905	New	+$193K	0.09%	59

Other funds holding RSPN

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

TigerOak Management Albuquerque, New Mexico $382M AUM 25.14% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Harbor Asset Planning Belmont, Massachusetts $133M AUM 16.92% 1-Year Est. Return

G&S Capital Denver, Colorado $345M AUM 26.69% 1-Year Est. Return

Choice Wealth Advisors Waterville, Maine $289M AUM 13.37% 1-Year Est. Return

Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return

Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return

Live Oak Investment Partners Austin, Texas $185M AUM 15.1% 1-Year Est. Return

McAdam LLC's RSPN Position: Q3 2026 in Review

McAdam LLC held its Invesco S&P 500 Equal Weight Industrials ETF (RSPN) position steady in Q3 2026 at 7,905 shares worth $458K. The position accounts for 0.02% of the portfolio, ranked #292.

McAdam LLC first reported a position in RSPN in Q1 2018 and has held it in 29 quarters since. The position peaked at $506K in Q2 2026. 38 funds tracked by Wall St. Rank hold RSPN as of Q3 2026.

McAdam LLC held 7,905 shares of Invesco S&P 500 Equal Weight Industrials ETF worth $458K as of Q3 2026.
McAdam LLC left its Invesco S&P 500 Equal Weight Industrials ETF share count unchanged in Q3 2026.
Invesco S&P 500 Equal Weight Industrials ETF made up 0.02% of McAdam LLC's portfolio in Q3 2026, its #292 holding.
McAdam LLC first reported a position in Invesco S&P 500 Equal Weight Industrials ETF in Q1 2018 and has held it in 29 quarters since.
McAdam LLC's Invesco S&P 500 Equal Weight Industrials ETF position peaked at $506K in Q2 2026.
38 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Industrials ETF as of Q3 2026.

Based on McAdam LLC's 13F filing for Q3 2026, filed 21 Oct 2026.