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

Sage Advisory 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 Q2	$4.26M	Sell	66,585 -41,584	-38%	-$2.53M	2.1%	14
2026 Q1	$6.23M	Buy	+108,169	New	+$6.55M	3.41%	9

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

Sage Advisory Services's RSPN Position: Q2 2026 in Review

Sage Advisory Services reduced its Invesco S&P 500 Equal Weight Industrials ETF (RSPN) stake by 38% in Q2 2026, selling an estimated $2.53M and leaving 66,585 shares worth $4.26M. The position accounts for 2.1% of the portfolio, ranked #14.

Sage Advisory Services first reported a position in RSPN in Q1 2026 and has held it in 2 quarters since. The position peaked at $6.23M in Q1 2026. 169 funds tracked by Wall St. Rank hold RSPN as of Q2 2026.

Sage Advisory Services held 66,585 shares of Invesco S&P 500 Equal Weight Industrials ETF worth $4.26M as of Q2 2026.
Sage Advisory Services sold 41,584 Invesco S&P 500 Equal Weight Industrials ETF shares in Q2 2026, an estimated $2.53M.
Invesco S&P 500 Equal Weight Industrials ETF made up 2.1% of Sage Advisory Services's portfolio in Q2 2026, its #14 holding.
Sage Advisory Services first reported a position in Invesco S&P 500 Equal Weight Industrials ETF in Q1 2026 and has held it in 2 quarters since.
Sage Advisory Services's Invesco S&P 500 Equal Weight Industrials ETF position peaked at $6.23M in Q1 2026.
169 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Industrials ETF as of Q2 2026.

Based on Sage Advisory Services's 13F filing for Q2 2026, filed 22 Jul 2026.