Steward Partners Investment Advisory’s Invesco S&P 500 Equal Weight Industrials ETF RSPN Stock Holding History

Steward Partners Investment Advisory’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 Q3	–	Sell	-200	Closed	-$10.7K	–	4368
2025 Q2	$10.7K	Buy	+200	New	+$10.1K	﹤0.01%	3184
2022 Q3	–	Sell	-1,085	Closed	-$35K	–	3363
2022 Q2	$35K	Buy	+1,085	New	+$37.8K	﹤0.01%	1971
2020 Q3	–	Sell	-5	Closed	–	–	2837
2020 Q2	$0	Hold	5	–	–	﹤0.01%	2739
2020 Q1	$0	Hold	5	–	–	﹤0.01%	2672
2019 Q4	$0	Hold	5	–	–	﹤0.01%	2717
2019 Q3	$0	Sell	5 -10,475	-100%	-$261K	﹤0.01%	2745
2019 Q2	$264K	Sell	10,480 -25	-0.2%	-$615	0.01%	732
2019 Q1	$252K	Sell	10,505 -665	-6%	-$15.4K	0.01%	685
2018 Q4	$230K	Buy	11,170 +45	+0.4%	+$1.02K	0.01%	669
2018 Q3	$281K	Buy	11,125 +340	+3%	+$8.36K	0.01%	635
2018 Q2	$247K	Buy	+10,785	New	+$255K	0.01%	610

Other funds holding RSPN

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

AWM

Affinity Wealth Management Wilmington, Delaware $661M AUM 31.48% 1-Year Est. Return

KHLMVGHM

Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $1.53B AUM 20.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

DIP

Davis Investment Partners Charlotte, North Carolina $283M AUM 24.98% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Steward Partners Investment Advisory's RSPN Position: Q3 2025 in Review

Steward Partners Investment Advisory sold out of Invesco S&P 500 Equal Weight Industrials ETF (RSPN) in Q3 2025, closing a stake of 200 shares — an estimated $10.7K sold.

Steward Partners Investment Advisory first reported a position in RSPN in Q2 2018 and held it in 11 quarters. The position peaked at $281K in Q3 2018. 144 funds tracked by Wall St. Rank hold RSPN as of Q3 2025.

Steward Partners Investment Advisory reported no remaining Invesco S&P 500 Equal Weight Industrials ETF position as of Q3 2025 after selling out during the quarter.
Steward Partners Investment Advisory sold 200 Invesco S&P 500 Equal Weight Industrials ETF shares in Q3 2025, an estimated $10.7K.
Steward Partners Investment Advisory first reported a position in Invesco S&P 500 Equal Weight Industrials ETF in Q2 2018 and held it in 11 quarters.
Steward Partners Investment Advisory's Invesco S&P 500 Equal Weight Industrials ETF position peaked at $281K in Q3 2018.
144 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Industrials ETF as of Q3 2025.

Based on Steward Partners Investment Advisory's 13F filing for Q3 2025, filed 12 Nov 2025.