UBS Group’s Invesco S&P 500 Equal Weight Industrials ETF RSPN Stock Holding History

UBS Group’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	$7.96M	Sell	138,217 -617	-0.4%	-$37.3K	﹤0.01%	3600
2025 Q4	$7.86M	Sell	138,834 -15,051	-10%	-$842K	﹤0.01%	3551
2025 Q3	$8.63M	Sell	153,885 -8,910	-5%	-$494K	﹤0.01%	3471
2025 Q2	$8.71M	Sell	162,795 -9,647	-6%	-$485K	﹤0.01%	3223
2025 Q1	$8.44M	Buy	172,442 +391	+0.2%	+$19.9K	﹤0.01%	3229
2024 Q4	$8.64M	Buy	172,051 +11,552	+7%	+$607K	﹤0.01%	3224
2024 Q3	$8.22M	Buy	160,499 +9,680	+6%	+$462K	﹤0.01%	2556
2024 Q2	$6.85M	Buy	150,819 +22,096	+17%	+$1.02M	﹤0.01%	2546
2024 Q1	$6.14M	Buy	128,723 +50,630	+65%	+$2.25M	﹤0.01%	2752
2023 Q4	$3.37M	Sell	78,093 -11,441	-13%	-$452K	﹤0.01%	3212
2023 Q3	$3.43M	Sell	89,534 -34,176	-28%	-$1.38M	﹤0.01%	2931
2023 Q2	$5.06M	Sell	123,710 -68,380	-36%	-$2.57M	﹤0.01%	2580
2023 Q1	$7.21M	Buy	192,090 +46,170	+32%	+$1.73M	﹤0.01%	2174
2022 Q4	$5.2M	Sell	145,920 -2,840	-2%	-$99.5K	﹤0.01%	2463
2022 Q3	$4.61M	Buy	148,760 +1,690	+1%	+$57.8K	﹤0.01%	2430
2022 Q2	$4.71M	Sell	147,070 -38,115	-21%	-$1.33M	﹤0.01%	2430
2022 Q1	$6.98M	Buy	185,185 +17,615	+11%	+$656K	﹤0.01%	2233
2021 Q4	$6.63M	Buy	167,570 +9,875	+6%	+$382K	﹤0.01%	2533
2021 Q3	$5.75M	Buy	157,695 +50	+0%	+$1.89K	﹤0.01%	2519
2021 Q2	$5.88M	Buy	157,645 +16,210	+11%	+$603K	﹤0.01%	2518
2021 Q1	$5.03M	Buy	141,435 +11,955	+9%	+$393K	﹤0.01%	2588
2020 Q4	$4.09M	Buy	129,480 +25,280	+24%	+$752K	﹤0.01%	2670
2020 Q3	$2.81M	Buy	104,200 +6,450	+7%	+$169K	﹤0.01%	2736
2020 Q2	$2.34M	Sell	97,750 -10,210	-9%	-$226K	﹤0.01%	2724
2020 Q1	$2.12M	Sell	107,960 -51,440	-32%	-$1.29M	﹤0.01%	2710
2019 Q4	$4.32M	Buy	159,400 +16,800	+12%	+$442K	﹤0.01%	2736
2019 Q3	$3.61M	Sell	142,600 -2,745	-2%	-$68.4K	﹤0.01%	2696
2019 Q2	$3.66M	Buy	145,345 +50,665	+54%	+$1.25M	﹤0.01%	2588
2019 Q1	$2.28M	Sell	94,680 -12,260	-11%	-$284K	﹤0.01%	2882
2018 Q4	$2.21M	Sell	106,940 -772,185	-88%	-$17.5M	﹤0.01%	2938
2018 Q3	$22.2M	Buy	879,125 +170,375	+24%	+$4.19M	0.01%	1134
2018 Q2	$16.2M	Buy	708,750 +54,685	+8%	+$1.29M	0.01%	1322
2018 Q1	$15.6M	Buy	654,065 +319,240	+95%	+$7.81M	0.01%	1329
2017 Q4	$8.08M	Buy	334,825 +156,355	+88%	+$3.61M	﹤0.01%	1907
2017 Q3	$4.01M	Buy	178,470 +79,975	+81%	+$1.73M	﹤0.01%	2437
2017 Q2	$2.13M	Sell	98,495 -34,080	-26%	-$720K	﹤0.01%	2953
2017 Q1	$2.77M	Buy	132,575 +7,610	+6%	+$158K	﹤0.01%	2627
2016 Q4	$2.48M	Buy	124,965 +83,180	+199%	+$1.6M	﹤0.01%	2722
2016 Q3	$779K	Buy	41,785 +1,130	+3%	+$20.8K	﹤0.01%	3600
2016 Q2	$714K	Sell	40,655 -5,660	-12%	-$99.8K	﹤0.01%	3637
2016 Q1	$812K	Sell	46,315 -11,710	-20%	-$189K	﹤0.01%	3425
2015 Q4	$963K	Sell	58,025 -290	-0.5%	-$4.88K	﹤0.01%	3434
2015 Q3	$918K	Sell	58,315 -1,420	-2%	-$23.9K	﹤0.01%	3434
2015 Q2	$1.04M	Buy	59,735 +17,005	+40%	+$305K	﹤0.01%	3538
2015 Q1	$768K	Sell	42,730 -1,225	-3%	-$21.9K	﹤0.01%	3799
2014 Q4	$795K	Buy	+43,955	New	+$769K	﹤0.01%	3755

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

UBS Group's RSPN Position: Q1 2026 in Review

UBS Group reduced its Invesco S&P 500 Equal Weight Industrials ETF (RSPN) stake by 0.44% in Q1 2026, selling an estimated $37.3K and leaving 138,217 shares worth $7.96M. The position accounts for ﹤0.01% of the portfolio, ranked #3600.

UBS Group first reported a position in RSPN in Q4 2014 and has held it in 46 quarters since. The position peaked at $22.2M in Q3 2018. 159 funds tracked by Wall St. Rank hold RSPN as of Q1 2026.

UBS Group held 138,217 shares of Invesco S&P 500 Equal Weight Industrials ETF worth $7.96M as of Q1 2026.
UBS Group sold 617 Invesco S&P 500 Equal Weight Industrials ETF shares in Q1 2026, an estimated $37.3K.
Invesco S&P 500 Equal Weight Industrials ETF made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #3600 holding.
UBS Group first reported a position in Invesco S&P 500 Equal Weight Industrials ETF in Q4 2014 and has held it in 46 quarters since.
UBS Group's Invesco S&P 500 Equal Weight Industrials ETF position peaked at $22.2M in Q3 2018.
159 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Industrials ETF as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.