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Rothschild Investment LLC’s Invesco S&P 500 Equal Weight Industrials ETF RSPN Stock Holding History

Rothschild Investment LLC’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 		$27.5K Hold
430
– – ﹤0.01% 1439
2026
Q1 		$24.8K Hold
430
– – ﹤0.01% 1332
2025
Q4 		$24.4K Hold
430
– – ﹤0.01% 1252
2025
Q3 		$24.1K Hold
430
– – ﹤0.01% 1190
2025
Q2 		$23K Hold
430
– – ﹤0.01% 990
2025
Q1 		$21K Hold
430
– – ﹤0.01% 987
2024
Q4 		$21.6K Hold
430
– – ﹤0.01% 983
2024
Q3 		$22K Buy
+430
New +$20.5K ﹤0.01% 980

Other funds holding RSPN

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
KHLMVGHM
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $2.44B AUM 24.95% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
DIP
Davis Investment Partners Charlotte, North Carolina $328M AUM 36.73% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
CCM
Carmel Capital Management Carmel, California $456M AUM 79.51% 1-Year Est. Return
KHLMTHM
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet Tel Aviv, Israel $809M AUM 25.2% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Rothschild Investment LLC's RSPN Position: Q2 2026 in Review

Rothschild Investment LLC held its Invesco S&P 500 Equal Weight Industrials ETF (RSPN) position steady in Q2 2026 at 430 shares worth $27.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1439.

Rothschild Investment LLC first reported a position in RSPN in Q3 2024 and has held it in 8 quarters since. 110 funds tracked by Wall St. Rank hold RSPN as of Q2 2026.

  • Rothschild Investment LLC held 430 shares of Invesco S&P 500 Equal Weight Industrials ETF worth $27.5K as of Q2 2026.
  • Rothschild Investment LLC 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 ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #1439 holding.
  • Rothschild Investment LLC first reported a position in Invesco S&P 500 Equal Weight Industrials ETF in Q3 2024 and has held it in 8 quarters since.
  • 110 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Industrials ETF as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.