Raymond James Financial
RSPN icon

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

Raymond James Financial’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
Q3 		$13.9M Sell
240,611
-4,177
-2% -$260K ﹤0.01% 1830
2026
Q2 		$15.7M Sell
244,788
-19,551
-7% -$1.19M ﹤0.01% 1757
2026
Q1 		$15.2M Buy
264,339
+47,325
+22% +$2.86M ﹤0.01% 1665
2025
Q4 		$12.3M Sell
217,014
-17,654
-8% -$988K ﹤0.01% 1796
2025
Q3 		$13.2M Buy
234,668
+7,572
+3% +$420K ﹤0.01% 1712
2025
Q2 		$12.2M Buy
227,096
+81,168
+56% +$4.08M ﹤0.01% 1727
2025
Q1 		$7.14M Sell
145,928
-8,858
-6% -$450K ﹤0.01% 2063
2024
Q4 		$7.77M Buy
+154,786
New +$8.13M ﹤0.01% 2034

Other funds holding RSPN

Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Meitav Investment House
Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return
Affinity Wealth Management
Affinity Wealth Management Wilmington, Delaware $740M AUM 34.87% 1-Year Est. Return
Davis Investment Partners
Davis Investment Partners Charlotte, North Carolina $322M AUM 27.74% 1-Year Est. Return
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $2.32B AUM 14.73% 1-Year Est. Return
Wealthcare Advisory Partners
Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return
Carmel Capital Management
Carmel Capital Management Carmel, California $425M AUM 46.69% 1-Year Est. Return
NewEdge Advisors
NewEdge Advisors New Orleans, Louisiana $34.5B AUM 23.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Raymond James Financial's RSPN Position: Q3 2026 in Review

Raymond James Financial reduced its Invesco S&P 500 Equal Weight Industrials ETF (RSPN) stake by 1.7% in Q3 2026, selling an estimated $260K and leaving 240,611 shares worth $13.9M. The position accounts for ﹤0.01% of the portfolio, ranked #1830.

Raymond James Financial first reported a position in RSPN in Q4 2024 and has held it in 8 quarters since. The position peaked at $15.7M in Q2 2026. 141 funds tracked by Wall St. Rank hold RSPN as of Q3 2026.

  • Raymond James Financial held 240,611 shares of Invesco S&P 500 Equal Weight Industrials ETF worth $13.9M as of Q3 2026.
  • Raymond James Financial sold 4,177 Invesco S&P 500 Equal Weight Industrials ETF shares in Q3 2026, an estimated $260K.
  • Invesco S&P 500 Equal Weight Industrials ETF made up ﹤0.01% of Raymond James Financial's portfolio in Q3 2026, its #1830 holding.
  • Raymond James Financial first reported a position in Invesco S&P 500 Equal Weight Industrials ETF in Q4 2024 and has held it in 8 quarters since.
  • Raymond James Financial's Invesco S&P 500 Equal Weight Industrials ETF position peaked at $15.7M in Q2 2026.
  • 141 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Industrials ETF as of Q3 2026.

Based on Raymond James Financial's 13F filing for Q3 2026, filed 12 Nov 2026.