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Norris Financial Group’s Invesco S&P 500 Equal Weight Industrials ETF RSPN Stock Holding History

Norris Financial Group’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
2021
Q3 		– Sell
-36,190
Closed -$1.35M – 89
2021
Q2 		$1.35M Buy
+36,190
New +$1.35M 0.91% 30

Other funds holding RSPN

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return
FMC
Financial Management Concepts Winter Springs, Florida $137M AUM 18.74% 1-Year Est. Return
OAM
Oppenheimer Asset Management New York $9.63B AUM 30.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Norris Financial Group's RSPN Position: Q3 2021 in Review

Norris Financial Group sold out of Invesco S&P 500 Equal Weight Industrials ETF (RSPN) in Q3 2021, closing a stake of 36,190 shares — an estimated $1.35M sold.

Norris Financial Group first reported a position in RSPN in Q2 2021 and held it in 1 quarter. The position peaked at $1.35M in Q2 2021. 107 funds tracked by Wall St. Rank hold RSPN as of Q3 2021.

  • Norris Financial Group reported no remaining Invesco S&P 500 Equal Weight Industrials ETF position as of Q3 2021 after selling out during the quarter.
  • Norris Financial Group sold 36,190 Invesco S&P 500 Equal Weight Industrials ETF shares in Q3 2021, an estimated $1.35M.
  • Norris Financial Group first reported a position in Invesco S&P 500 Equal Weight Industrials ETF in Q2 2021 and held it in 1 quarter.
  • Norris Financial Group's Invesco S&P 500 Equal Weight Industrials ETF position peaked at $1.35M in Q2 2021.
  • 107 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Industrials ETF as of Q3 2021.

Based on Norris Financial Group's 13F filing for Q3 2021, filed 20 May 2026.