Western Wealth Management’s Invesco S&P 500 Equal Weight Industrials ETF RSPN Stock Holding History

Western Wealth Management’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	$429K	Buy	7,456 +25	+0.3%	+$1.51K	0.02%	682
2025 Q4	$421K	Buy	7,431 +50	+0.7%	+$2.8K	0.02%	564
2025 Q3	$414K	Hold	7,381	–	–	0.02%	491
2025 Q2	$395K	Hold	7,381	–	–	0.02%	484
2025 Q1	$361K	Sell	7,381 -119	-2%	-$6.05K	0.02%	474
2024 Q4	$377K	Buy	7,500 +7	+0.1%	+$368	0.02%	454
2024 Q3	$384K	Sell	7,493 -1,638	-18%	-$78.2K	0.02%	521
2024 Q2	$415K	Buy	9,131 +1,343	+17%	+$62K	0.03%	412
2024 Q1	$372K	Buy	7,788 +25	+0.3%	+$1.11K	0.03%	441
2023 Q4	$335K	Buy	7,763 +88	+1%	+$3.48K	0.02%	526
2023 Q3	$294K	Hold	7,675	–	–	0.02%	515
2023 Q2	$314K	Hold	7,675	–	–	0.03%	498
2023 Q1	$288K	Hold	7,675	–	–	0.03%	504
2022 Q4	$274K	Sell	7,675 -7,675	-50%	-$269K	0.03%	484
2022 Q3	$476K	Hold	15,350	–	–	0.03%	501
2022 Q2	$491K	Hold	15,350	–	–	0.03%	481
2022 Q1	$578K	Buy	15,350 +7,610	+98%	+$284K	0.03%	482
2021 Q4	$304K	Buy	+7,740	New	+$300K	0.03%	468
2021 Q2	$299K	Buy	7,965 +65	+0.8%	+$2.42K	0.03%	496
2021 Q1	$281K	Sell	7,900 -3,785	-32%	-$124K	0.04%	416
2020 Q4	$369K	Sell	11,685 -605	-5%	-$18K	0.05%	310
2020 Q3	$331K	Sell	12,290 -1,500	-11%	-$39.4K	0.05%	316
2020 Q2	$331K	Sell	13,790 -4,610	-25%	-$102K	0.06%	295
2020 Q1	$362K	Sell	18,400 -835	-4%	-$20.9K	0.08%	237
2019 Q4	$522K	Hold	19,235	–	–	0.08%	225
2019 Q3	$487K	Sell	19,235 -1,175	-6%	-$29.3K	0.1%	218
2019 Q2	$513K	Hold	20,410	–	–	0.07%	218
2019 Q1	$491K	Sell	20,410 -415	-2%	-$9.6K	0.11%	212
2018 Q4	$431K	Buy	+20,825	New	+$473K	0.12%	195

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

Western Wealth Management's RSPN Position: Q1 2026 in Review

Western Wealth Management increased its Invesco S&P 500 Equal Weight Industrials ETF (RSPN) stake by 0.34% in Q1 2026, buying an estimated $1.51K and bringing the position to 7,456 shares worth $429K. The position accounts for 0.02% of the portfolio, ranked #682.

Western Wealth Management first reported a position in RSPN in Q4 2018 and has held it in 29 quarters since. The position peaked at $578K in Q1 2022. 159 funds tracked by Wall St. Rank hold RSPN as of Q1 2026.

Western Wealth Management held 7,456 shares of Invesco S&P 500 Equal Weight Industrials ETF worth $429K as of Q1 2026.
Western Wealth Management bought 25 Invesco S&P 500 Equal Weight Industrials ETF shares in Q1 2026, an estimated $1.51K.
Invesco S&P 500 Equal Weight Industrials ETF made up 0.02% of Western Wealth Management's portfolio in Q1 2026, its #682 holding.
Western Wealth Management first reported a position in Invesco S&P 500 Equal Weight Industrials ETF in Q4 2018 and has held it in 29 quarters since.
Western Wealth Management's Invesco S&P 500 Equal Weight Industrials ETF position peaked at $578K in Q1 2022.
159 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Industrials ETF as of Q1 2026.

Based on Western Wealth Management's 13F filing for Q1 2026, filed 19 May 2026.