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Wealthspire Advisors (New York)’s Invesco S&P 500 Equal Weight Industrials ETF RSPN Stock Holding History

Wealthspire Advisors (New York)’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
2025
Q1 		– Sell
-8,485
Closed -$426K – 822
2024
Q4 		$426K Buy
+8,485
New +$446K ﹤0.01% 556

Other funds holding RSPN

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return
AWM
Affinity Wealth Management Wilmington, Delaware $661M AUM 31.48% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
DIP
Davis Investment Partners Charlotte, North Carolina $283M AUM 24.98% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wealthspire Advisors (New York)'s RSPN Position: Q1 2025 in Review

Wealthspire Advisors (New York) sold out of Invesco S&P 500 Equal Weight Industrials ETF (RSPN) in Q1 2025, closing a stake of 8,485 shares — an estimated $426K sold.

Wealthspire Advisors (New York) first reported a position in RSPN in Q4 2024 and held it in 1 quarter. The position peaked at $426K in Q4 2024. 133 funds tracked by Wall St. Rank hold RSPN as of Q1 2025.

  • Wealthspire Advisors (New York) reported no remaining Invesco S&P 500 Equal Weight Industrials ETF position as of Q1 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 8,485 Invesco S&P 500 Equal Weight Industrials ETF shares in Q1 2025, an estimated $426K.
  • Wealthspire Advisors (New York) first reported a position in Invesco S&P 500 Equal Weight Industrials ETF in Q4 2024 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s Invesco S&P 500 Equal Weight Industrials ETF position peaked at $426K in Q4 2024.
  • 133 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Industrials ETF as of Q1 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2025, filed 9 May 2025.