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

AWM

Affinity Wealth Management Wilmington, Delaware $776M AUM 43.59% 1-Year Est. Return

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

CCM

Carmel Capital Management Carmel, California $456M AUM 79.51% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

TKG Advisors Valparaiso, Indiana $288M AUM 43.58% 1-Year Est. Return

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

SAS

Sage Advisory Services Austin, Texas $203M AUM 12.95% 1-Year Est. Return

FFA

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

HAP

Harbor Asset Planning Belmont, Massachusetts $133M AUM 24.86% 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. 72 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.
72 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.