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

SteelPeak Wealth’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
2025
Q4 		– Sell
-4,950
Closed -$278K – 631
2025
Q3 		$278K Hold
4,950
– – 0.01% 481
2025
Q2 		$265K Sell
4,950
-750
-13% -$37.7K 0.01% 439
2025
Q1 		$279K Sell
5,700
-1,750
-23% -$88.9K 0.01% 427
2024
Q4 		$374K Buy
7,450
+100
+1% +$5.25K 0.02% 376
2024
Q3 		$376K Sell
7,350
-1,200
-14% -$57.3K 0.02% 360
2024
Q2 		$388K Buy
+8,550
New +$395K 0.02% 348

Other funds holding RSPN

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return
AWM
Affinity Wealth Management Wilmington, Delaware $776M AUM 43.59% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

SteelPeak Wealth's RSPN Position: Q4 2025 in Review

SteelPeak Wealth sold out of Invesco S&P 500 Equal Weight Industrials ETF (RSPN) in Q4 2025, closing a stake of 4,950 shares — an estimated $278K sold.

SteelPeak Wealth first reported a position in RSPN in Q2 2024 and held it in 6 quarters. The position peaked at $388K in Q2 2024. 145 funds tracked by Wall St. Rank hold RSPN as of Q4 2025.

  • SteelPeak Wealth reported no remaining Invesco S&P 500 Equal Weight Industrials ETF position as of Q4 2025 after selling out during the quarter.
  • SteelPeak Wealth sold 4,950 Invesco S&P 500 Equal Weight Industrials ETF shares in Q4 2025, an estimated $278K.
  • SteelPeak Wealth first reported a position in Invesco S&P 500 Equal Weight Industrials ETF in Q2 2024 and held it in 6 quarters.
  • SteelPeak Wealth's Invesco S&P 500 Equal Weight Industrials ETF position peaked at $388K in Q2 2024.
  • 145 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Industrials ETF as of Q4 2025.

Based on SteelPeak Wealth's 13F filing for Q4 2025, filed 20 Jan 2026.