Wealth Enhancement Advisory Services’s Invesco S&P 500 Equal Weight Industrials ETF RSPN Stock Holding History

Wealth Enhancement Advisory Services’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 Q3	$3.99M	Buy	68,138 +515	+0.8%	+$32K	0.01%	1235
2026 Q2	$4.27M	Sell	67,623 -3,813	-5%	-$232K	0.01%	1112
2026 Q1	$4.14M	Sell	71,436 -58,924	-45%	-$3.57M	0.01%	984
2025 Q4	$7.68M	Buy	130,360 +1,061	+0.8%	+$59.4K	0.01%	805
2025 Q3	$7.25M	Buy	129,299 +338	+0.3%	+$18.7K	0.01%	783
2025 Q2	$7.05M	Buy	+128,961	New	+$6.48M	0.01%	756
2025 Q1	–	Sell	-136,137	Closed	-$6.83M	–	3135
2024 Q4	$6.83M	Sell	136,137 -2,349	-2%	-$123K	0.01%	692
2024 Q3	$7.09M	Buy	138,486 +3,895	+3%	+$186K	0.02%	620
2024 Q2	$6.11M	Sell	134,591 -9,763	-7%	-$451K	0.01%	634
2024 Q1	$6.89M	Buy	144,354 +6,938	+5%	+$309K	0.02%	587
2023 Q4	$5.92M	Sell	137,416 -827	-0.6%	-$32.7K	0.02%	566
2023 Q3	$5.29M	Buy	+138,243	New	+$5.59M	0.02%	566

Other funds holding RSPN

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return

Davis Investment Partners Charlotte, North Carolina $322M AUM 27.74% 1-Year Est. Return

Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $2.32B AUM 14.73% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

Carmel Capital Management Carmel, California $425M AUM 46.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

TigerOak Management Albuquerque, New Mexico $382M AUM 25.14% 1-Year Est. Return

Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet Tel Aviv, Israel $765M AUM 14.6% 1-Year Est. Return

Wealth Enhancement Advisory Services's RSPN Position: Q3 2026 in Review

Wealth Enhancement Advisory Services increased its Invesco S&P 500 Equal Weight Industrials ETF (RSPN) stake by 0.76% in Q3 2026, buying an estimated $32K and bringing the position to 68,138 shares worth $3.99M. The position accounts for 0.01% of the portfolio, ranked #1235.

Wealth Enhancement Advisory Services first reported a position in RSPN in Q3 2023 and has held it in 12 quarters since. The position peaked at $7.68M in Q4 2025. 103 funds tracked by Wall St. Rank hold RSPN as of Q3 2026.

Wealth Enhancement Advisory Services held 68,138 shares of Invesco S&P 500 Equal Weight Industrials ETF worth $3.99M as of Q3 2026.
Wealth Enhancement Advisory Services bought 515 Invesco S&P 500 Equal Weight Industrials ETF shares in Q3 2026, an estimated $32K.
Invesco S&P 500 Equal Weight Industrials ETF made up 0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #1235 holding.
Wealth Enhancement Advisory Services first reported a position in Invesco S&P 500 Equal Weight Industrials ETF in Q3 2023 and has held it in 12 quarters since.
Wealth Enhancement Advisory Services's Invesco S&P 500 Equal Weight Industrials ETF position peaked at $7.68M in Q4 2025.
103 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Industrials ETF as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.