SOA Wealth Advisors’s Invesco S&P 500 Equal Weight Industrials ETF RSPN Stock Holding History

SOA Wealth Advisors’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	$66.3K	Sell	1,037 -1,617	-61%	-$98.4K	0.01%	343
2026 Q1	$153K	Buy	2,654 +5	+0.2%	+$303	0.03%	226
2025 Q4	$150K	Buy	2,649 +4	+0.2%	+$224	0.03%	241
2025 Q3	$148K	Sell	2,645 -216	-8%	-$12K	0.03%	244
2025 Q2	$153K	Buy	2,861 +6	+0.2%	+$301	0.03%	227
2025 Q1	$140K	Buy	2,855 +5	+0.2%	+$254	0.03%	224
2024 Q4	$143K	Buy	2,850 +8	+0.3%	+$420	0.03%	218
2024 Q3	$146K	Buy	2,842 +6	+0.2%	+$286	0.03%	215
2024 Q2	$129K	Buy	2,836 +5	+0.2%	+$231	0.03%	219
2024 Q1	$135K	Buy	2,831 +6	+0.2%	+$267	0.03%	218
2023 Q4	$122K	Buy	2,825 +8	+0.3%	+$316	0.03%	217
2023 Q3	$108K	Buy	2,817 +2	+0.1%	+$81	0.03%	218
2023 Q2	$115K	Buy	2,815 +5	+0.2%	+$188	0.03%	223
2023 Q1	$105K	Buy	2,810 +10	+0.4%	+$374	0.03%	223
2022 Q4	$99.9K	Sell	2,800 -260	-8%	-$9.11K	0.03%	222
2022 Q3	$94K	Buy	3,060 +15	+0.5%	+$513	0.03%	209
2022 Q2	$97K	Buy	3,045 +5	+0.2%	+$174	0.03%	208
2022 Q1	$114K	Buy	3,040 +5	+0.2%	+$186	0.03%	217
2021 Q4	$119K	Buy	3,035 +5	+0.2%	+$194	0.03%	198
2021 Q3	$110K	Buy	3,030 +5	+0.2%	+$189	0.03%	208
2021 Q2	$112K	Buy	3,025 +270	+10%	+$10K	0.03%	201
2021 Q1	$97K	Hold	2,755	–	–	0.03%	197
2020 Q4	$88K	Buy	+2,755	New	+$81.9K	0.02%	206

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

SOA Wealth Advisors's RSPN Position: Q2 2026 in Review

SOA Wealth Advisors reduced its Invesco S&P 500 Equal Weight Industrials ETF (RSPN) stake by 61% in Q2 2026, selling an estimated $98.4K and leaving 1,037 shares worth $66.3K. The position accounts for 0.01% of the portfolio, ranked #343.

SOA Wealth Advisors first reported a position in RSPN in Q4 2020 and has held it in 23 quarters since. The position peaked at $153K in Q2 2025. 169 funds tracked by Wall St. Rank hold RSPN as of Q2 2026.

SOA Wealth Advisors held 1,037 shares of Invesco S&P 500 Equal Weight Industrials ETF worth $66.3K as of Q2 2026.
SOA Wealth Advisors sold 1,617 Invesco S&P 500 Equal Weight Industrials ETF shares in Q2 2026, an estimated $98.4K.
Invesco S&P 500 Equal Weight Industrials ETF made up 0.01% of SOA Wealth Advisors's portfolio in Q2 2026, its #343 holding.
SOA Wealth Advisors first reported a position in Invesco S&P 500 Equal Weight Industrials ETF in Q4 2020 and has held it in 23 quarters since.
SOA Wealth Advisors's Invesco S&P 500 Equal Weight Industrials ETF position peaked at $153K in Q2 2025.
169 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Industrials ETF as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.