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

Treasure Coast Financial Planning’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	$2.67M	Buy	41,755 +2,012	+5%	+$122K	1.3%	19
2026 Q1	$2.29M	Buy	39,743 +5,272	+15%	+$319K	1.18%	19
2025 Q4	$1.95M	Buy	34,471 +1,907	+6%	+$107K	1.04%	19
2025 Q3	$1.83M	Buy	32,564 +28,046	+621%	+$1.55M	1.02%	19
2025 Q2	$242K	Buy	+4,518	New	+$227K	0.14%	36

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

Treasure Coast Financial Planning's RSPN Position: Q2 2026 in Review

Treasure Coast Financial Planning increased its Invesco S&P 500 Equal Weight Industrials ETF (RSPN) stake by 5.1% in Q2 2026, buying an estimated $122K and bringing the position to 41,755 shares worth $2.67M. The position accounts for 1.3% of the portfolio, ranked #19.

Treasure Coast Financial Planning first reported a position in RSPN in Q2 2025 and has held it in 5 quarters since. 168 funds tracked by Wall St. Rank hold RSPN as of Q2 2026.

Treasure Coast Financial Planning held 41,755 shares of Invesco S&P 500 Equal Weight Industrials ETF worth $2.67M as of Q2 2026.
Treasure Coast Financial Planning bought 2,012 Invesco S&P 500 Equal Weight Industrials ETF shares in Q2 2026, an estimated $122K.
Invesco S&P 500 Equal Weight Industrials ETF made up 1.3% of Treasure Coast Financial Planning's portfolio in Q2 2026, its #19 holding.
Treasure Coast Financial Planning first reported a position in Invesco S&P 500 Equal Weight Industrials ETF in Q2 2025 and has held it in 5 quarters since.
168 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Industrials ETF as of Q2 2026.

Based on Treasure Coast Financial Planning's 13F filing for Q2 2026, filed 29 Jul 2026.