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

Spire Wealth Management’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	$312K	Sell	4,880 -194	-4%	-$11.8K	0.01%	660
2026 Q1	$292K	Buy	5,074 +215	+4%	+$13K	0.01%	685
2025 Q4	$275K	Buy	4,859 +8	+0.2%	+$448	0.01%	705
2025 Q3	$272K	Buy	4,851 +14	+0.3%	+$776	0.01%	701
2025 Q2	$259K	Buy	4,837 +11	+0.2%	+$553	0.01%	699
2025 Q1	$236K	Sell	4,826 -603	-11%	-$30.6K	0.01%	783
2024 Q4	$273K	Sell	5,429 -187	-3%	-$9.82K	0.01%	732
2024 Q3	$288K	Buy	5,616 +12	+0.2%	+$573	0.01%	648
2024 Q2	$254K	Sell	5,604 -71	-1%	-$3.28K	0.01%	656
2024 Q1	$271K	Buy	5,675 +13	+0.2%	+$579	﹤0.01%	694
2023 Q4	$241K	Buy	5,662 +18	+0.3%	+$711	0.01%	711
2023 Q3	$216K	Buy	5,644 +14	+0.2%	+$567	0.01%	690
2023 Q2	$230K	Buy	5,630 +15	+0.3%	+$565	0.01%	684
2023 Q1	$211K	Sell	5,615 -180	-3%	-$6.73K	0.01%	710
2022 Q4	$207K	Sell	5,795 -10	-0.2%	-$350	0.01%	555
2022 Q3	$180K	Buy	5,805 +20	+0.3%	+$684	0.01%	557
2022 Q2	$186K	Sell	5,785 -330	-5%	-$11.5K	0.01%	797
2022 Q1	$231K	Sell	6,115 -20	-0.3%	-$745	0.01%	831
2021 Q4	$243K	Sell	6,135 -15	-0.2%	-$581	0.01%	1010
2021 Q3	$224K	Sell	6,150 -25	-0.4%	-$946	0.01%	874
2021 Q2	$230K	Sell	6,175 -35	-0.6%	-$1.3K	0.01%	883
2021 Q1	$221K	Buy	+6,210	New	+$204K	0.01%	1023

Other funds holding RSPN

AAS

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

GSC

G&S Capital Denver, Colorado $345M AUM 32.53% 1-Year Est. Return

CWA

Choice Wealth Advisors Waterville, Maine $285M AUM 19.08% 1-Year Est. Return

AFS

Access Financial Services Minneapolis, Minnesota $305M AUM 15.71% 1-Year Est. Return

Friedenthal Financial Marlton, New Jersey $217M AUM 21.15% 1-Year Est. Return

WAM

Walker Asset Management Verona, Missouri $198M AUM 27.67% 1-Year Est. Return

BMCM

Burns Matteson Capital Management Corning, New York $320M AUM 71.11% 1-Year Est. Return

Spire Wealth Management's RSPN Position: Q2 2026 in Review

Spire Wealth Management reduced its Invesco S&P 500 Equal Weight Industrials ETF (RSPN) stake by 3.8% in Q2 2026, selling an estimated $11.8K and leaving 4,880 shares worth $312K. The position accounts for 0.01% of the portfolio, ranked #660.

Spire Wealth Management first reported a position in RSPN in Q1 2021 and has held it in 22 quarters since. 31 funds tracked by Wall St. Rank hold RSPN as of Q2 2026.

Spire Wealth Management held 4,880 shares of Invesco S&P 500 Equal Weight Industrials ETF worth $312K as of Q2 2026.
Spire Wealth Management sold 194 Invesco S&P 500 Equal Weight Industrials ETF shares in Q2 2026, an estimated $11.8K.
Invesco S&P 500 Equal Weight Industrials ETF made up 0.01% of Spire Wealth Management's portfolio in Q2 2026, its #660 holding.
Spire Wealth Management first reported a position in Invesco S&P 500 Equal Weight Industrials ETF in Q1 2021 and has held it in 22 quarters since.
31 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Industrials ETF as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.