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

Perryman Financial Advisory’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	$262K	Buy	4,095 +16	+0.4%	+$974	0.03%	179
2026 Q1	$235K	Buy	4,079 +58	+1%	+$3.51K	0.04%	159
2025 Q4	$228K	Buy	+4,021	New	+$225K	0.03%	163

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

Perryman Financial Advisory's RSPN Position: Q2 2026 in Review

Perryman Financial Advisory increased its Invesco S&P 500 Equal Weight Industrials ETF (RSPN) stake by 0.39% in Q2 2026, buying an estimated $974 and bringing the position to 4,095 shares worth $262K. The position accounts for 0.03% of the portfolio, ranked #179.

Perryman Financial Advisory first reported a position in RSPN in Q4 2025 and has held it in 3 quarters since. 168 funds tracked by Wall St. Rank hold RSPN as of Q2 2026.

Perryman Financial Advisory held 4,095 shares of Invesco S&P 500 Equal Weight Industrials ETF worth $262K as of Q2 2026.
Perryman Financial Advisory bought 16 Invesco S&P 500 Equal Weight Industrials ETF shares in Q2 2026, an estimated $974.
Invesco S&P 500 Equal Weight Industrials ETF made up 0.03% of Perryman Financial Advisory's portfolio in Q2 2026, its #179 holding.
Perryman Financial Advisory first reported a position in Invesco S&P 500 Equal Weight Industrials ETF in Q4 2025 and has held it in 3 quarters since.
168 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Industrials ETF as of Q2 2026.

Based on Perryman Financial Advisory's 13F filing for Q2 2026, filed 24 Jul 2026.