Stifel Financial’s Invesco S&P 500 Equal Weight Industrials ETF RSPN Stock Holding History

Stifel Financial’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 Q1	$2.11M	Buy	36,703 +1,423	+4%	+$86.1K	﹤0.01%	1928
2025 Q4	$2M	Buy	35,280 +3,241	+10%	+$181K	﹤0.01%	1929
2025 Q3	$1.8M	Sell	32,039 -2,171	-6%	-$120K	﹤0.01%	1988
2025 Q2	$1.83M	Buy	34,210 +2,416	+8%	+$121K	﹤0.01%	1905
2025 Q1	$1.56M	Buy	31,794 +830	+3%	+$42.2K	﹤0.01%	1943
2024 Q4	$1.55M	Sell	30,964 -248	-0.8%	-$13K	﹤0.01%	1954
2024 Q3	$1.6M	Buy	31,212 +1,662	+6%	+$79.4K	﹤0.01%	1922
2024 Q2	$1.34M	Buy	29,550 +190	+0.6%	+$8.78K	﹤0.01%	1982
2024 Q1	$1.4M	Buy	29,360 +2,604	+10%	+$116K	﹤0.01%	1981
2023 Q4	$1.15M	Sell	26,756 -1,988	-7%	-$78.6K	﹤0.01%	2052
2023 Q3	$1.1M	Sell	28,744 -43,416	-60%	-$1.76M	﹤0.01%	1991
2023 Q2	$2.95M	Buy	72,160 +63,190	+704%	+$2.38M	﹤0.01%	1367
2023 Q1	$337K	Buy	8,970 +1,280	+17%	+$47.9K	﹤0.01%	2734
2022 Q4	$274K	Buy	7,690 +510	+7%	+$17.9K	﹤0.01%	2811
2022 Q3	$222K	Sell	7,180 -3,395	-32%	-$116K	﹤0.01%	2893
2022 Q2	$339K	Sell	10,575 -9,545	-47%	-$332K	﹤0.01%	2682
2022 Q1	$759K	Sell	20,120 -11,055	-35%	-$412K	﹤0.01%	2308
2021 Q4	$1.23M	Buy	31,175 +1,375	+5%	+$53.2K	﹤0.01%	1958
2021 Q3	$1.09M	Buy	29,800 +1,125	+4%	+$42.6K	﹤0.01%	2028
2021 Q2	$1.07M	Buy	28,675 +4,270	+17%	+$159K	﹤0.01%	2042
2021 Q1	$867K	Buy	24,405 +10,590	+77%	+$348K	﹤0.01%	2085
2020 Q4	$437K	Buy	+13,815	New	+$411K	﹤0.01%	2405
2020 Q2	–	Sell	-48,255	Closed	-$949K	–	2931
2020 Q1	$949K	Sell	48,255 -2,310	-5%	-$57.9K	﹤0.01%	1471
2019 Q4	$1.37M	Buy	50,565 +5,770	+13%	+$152K	﹤0.01%	1601
2019 Q3	$1.13M	Buy	44,795 +8,220	+22%	+$205K	﹤0.01%	1668
2019 Q2	$919K	Sell	36,575 -7,725	-17%	-$190K	﹤0.01%	1858
2019 Q1	$1.06M	Sell	44,300 -3,225	-7%	-$74.6K	﹤0.01%	1616
2018 Q4	$986K	Sell	47,525 -5,065	-10%	-$115K	﹤0.01%	1538
2018 Q3	$1.33M	Sell	52,590 -12,375	-19%	-$304K	﹤0.01%	1503
2018 Q2	$1.49M	Sell	64,965 -16,540	-20%	-$390K	﹤0.01%	1379
2018 Q1	$1.94M	Buy	81,505 +7,745	+11%	+$190K	0.01%	1176
2017 Q4	$1.77M	Buy	73,760 +1,610	+2%	+$37.2K	0.01%	1213
2017 Q3	$1.62M	Buy	72,150 +8,665	+14%	+$188K	0.01%	1237
2017 Q2	$1.38M	Buy	63,485 +2,530	+4%	+$53.5K	0.01%	1285
2017 Q1	$1.28M	Buy	60,955 +27,890	+84%	+$578K	0.01%	1314
2016 Q4	$655K	Buy	+33,065	New	+$635K	﹤0.01%	1627
2014 Q4	–	Sell	-31,465	Closed	-$537K	–	2429
2014 Q3	$537K	Buy	31,465 +6,325	+25%	+$109K	﹤0.01%	1479
2014 Q2	$435K	Sell	25,140 -6,045	-19%	-$102K	﹤0.01%	1576
2014 Q1	$516K	Buy	+31,185	New	+$506K	﹤0.01%	1421

Other funds holding RSPN

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

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

AWM

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

MIH

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Stifel Financial's RSPN Position: Q1 2026 in Review

Stifel Financial increased its Invesco S&P 500 Equal Weight Industrials ETF (RSPN) stake by 4% in Q1 2026, buying an estimated $86.1K and bringing the position to 36,703 shares worth $2.11M. The position accounts for ﹤0.01% of the portfolio, ranked #1928.

Stifel Financial first reported a position in RSPN in Q1 2014 and has held it in 39 quarters since. The position peaked at $2.95M in Q2 2023. 159 funds tracked by Wall St. Rank hold RSPN as of Q1 2026.

Stifel Financial held 36,703 shares of Invesco S&P 500 Equal Weight Industrials ETF worth $2.11M as of Q1 2026.
Stifel Financial bought 1,423 Invesco S&P 500 Equal Weight Industrials ETF shares in Q1 2026, an estimated $86.1K.
Invesco S&P 500 Equal Weight Industrials ETF made up ﹤0.01% of Stifel Financial's portfolio in Q1 2026, its #1928 holding.
Stifel Financial first reported a position in Invesco S&P 500 Equal Weight Industrials ETF in Q1 2014 and has held it in 39 quarters since.
Stifel Financial's Invesco S&P 500 Equal Weight Industrials ETF position peaked at $2.95M in Q2 2023.
159 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Industrials ETF as of Q1 2026.

Based on Stifel Financial's 13F filing for Q1 2026, filed 12 May 2026.