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 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

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 $776M AUM 43.59% 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

Novak & Powell Financial Services's RSPN Position: Q1 2026 in Review

Novak & Powell Financial Services held its Invesco S&P 500 Equal Weight Industrials ETF (RSPN) position steady in Q1 2026 at 4,715 shares worth $271K. The position accounts for 0.15% of the portfolio, ranked #134.

Novak & Powell Financial Services first reported a position in RSPN in Q4 2023 and has held it in 10 quarters since. 159 funds tracked by Wall St. Rank hold RSPN as of Q1 2026.

Novak & Powell Financial Services held 4,715 shares of Invesco S&P 500 Equal Weight Industrials ETF worth $271K as of Q1 2026.
Novak & Powell Financial Services left its Invesco S&P 500 Equal Weight Industrials ETF share count unchanged in Q1 2026.
Invesco S&P 500 Equal Weight Industrials ETF made up 0.15% of Novak & Powell Financial Services's portfolio in Q1 2026, its #134 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 10 quarters since.
159 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Industrials ETF as of Q1 2026.

Based on Novak & Powell Financial Services's 13F filing for Q1 2026, filed 14 May 2026.