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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
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

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AWM
Affinity Wealth Management Wilmington, Delaware $661M AUM 31.48% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Perryman Financial Advisory's RSPN Position: Q1 2026 in Review

Perryman Financial Advisory increased its Invesco S&P 500 Equal Weight Industrials ETF (RSPN) stake by 1.4% in Q1 2026, buying an estimated $3.51K and bringing the position to 4,079 shares worth $235K. The position accounts for 0.04% of the portfolio, ranked #159.

Perryman Financial Advisory first reported a position in RSPN in Q4 2025 and has held it in 2 quarters since. 159 funds tracked by Wall St. Rank hold RSPN as of Q1 2026.

  • Perryman Financial Advisory held 4,079 shares of Invesco S&P 500 Equal Weight Industrials ETF worth $235K as of Q1 2026.
  • Perryman Financial Advisory bought 58 Invesco S&P 500 Equal Weight Industrials ETF shares in Q1 2026, an estimated $3.51K.
  • Invesco S&P 500 Equal Weight Industrials ETF made up 0.04% of Perryman Financial Advisory's portfolio in Q1 2026, its #159 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 2 quarters since.
  • 159 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Industrials ETF as of Q1 2026.

Based on Perryman Financial Advisory's 13F filing for Q1 2026, filed 24 Apr 2026.