Novak & Powell Financial Services’s Invesco S&P 500 Equal Weight Industrials ETF RSPN Stock Holding History

Novak & Powell Financial Services’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	$302K	Hold	4,715	–	–	0.14%	132
2026 Q1	$271K	Hold	4,715	–	–	0.15%	134
2025 Q4	$267K	Hold	4,715	–	–	0.14%	127
2025 Q3	$265K	Hold	4,715	–	–	0.14%	133
2025 Q2	$252K	Hold	4,715	–	–	0.18%	120
2025 Q1	$231K	Hold	4,715	–	–	0.14%	136
2024 Q4	$237K	Hold	4,715	–	–	0.14%	127
2024 Q3	$241K	Hold	4,715	–	–	0.14%	139
2024 Q2	$214K	Hold	4,715	–	–	0.13%	138
2024 Q1	$225K	Sell	4,715 -280	-6%	-$12.5K	0.17%	122
2023 Q4	$215K	Buy	+4,995	New	+$197K	0.14%	132

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

Novak & Powell Financial Services's RSPN Position: Q2 2026 in Review

Novak & Powell Financial Services held its Invesco S&P 500 Equal Weight Industrials ETF (RSPN) position steady in Q2 2026 at 4,715 shares worth $302K. The position accounts for 0.14% of the portfolio, ranked #132.

Novak & Powell Financial Services first reported a position in RSPN in Q4 2023 and has held it in 11 quarters since. 168 funds tracked by Wall St. Rank hold RSPN as of Q2 2026.

Novak & Powell Financial Services held 4,715 shares of Invesco S&P 500 Equal Weight Industrials ETF worth $302K as of Q2 2026.
Novak & Powell Financial Services left its Invesco S&P 500 Equal Weight Industrials ETF share count unchanged in Q2 2026.
Invesco S&P 500 Equal Weight Industrials ETF made up 0.14% of Novak & Powell Financial Services's portfolio in Q2 2026, its #132 holding.
Novak & Powell Financial Services first reported a position in Invesco S&P 500 Equal Weight Industrials ETF in Q4 2023 and has held it in 11 quarters since.
168 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Industrials ETF as of Q2 2026.

Based on Novak & Powell Financial Services's 13F filing for Q2 2026, filed 11 Aug 2026.