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 Q3	$425K	Sell	7,331 -225	-3%	-$14K	0.01%	673
2026 Q2	$484K	Buy	7,556 +100	+1%	+$6.09K	0.02%	686
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	$376K	Buy	7,500 +7	+0.1%	+$368	0.02%	538
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

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

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

Private Advisory Group Redmond, Washington $1.87B AUM 37.58% 1-Year Est. Return

Western Wealth Management's RSPN Position: Q3 2026 in Review

Western Wealth Management reduced its Invesco S&P 500 Equal Weight Industrials ETF (RSPN) stake by 3% in Q3 2026, selling an estimated $14K and leaving 7,331 shares worth $425K. The position accounts for 0.01% of the portfolio, ranked #673.

Western Wealth Management first reported a position in RSPN in Q4 2018 and has held it in 31 quarters since. The position peaked at $578K in Q1 2022. 95 funds tracked by Wall St. Rank hold RSPN as of Q3 2026.

Western Wealth Management held 7,331 shares of Invesco S&P 500 Equal Weight Industrials ETF worth $425K as of Q3 2026.
Western Wealth Management sold 225 Invesco S&P 500 Equal Weight Industrials ETF shares in Q3 2026, an estimated $14K.
Invesco S&P 500 Equal Weight Industrials ETF made up 0.01% of Western Wealth Management's portfolio in Q3 2026, its #673 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 31 quarters since.
Western Wealth Management's Invesco S&P 500 Equal Weight Industrials ETF position peaked at $578K in Q1 2022.
95 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Industrials ETF as of Q3 2026.

Based on Western Wealth Management's 13F filing for Q3 2026, filed 9 Nov 2026.