YHB Investment Advisors’s Invesco S&P 500 Equal Weight Industrials ETF RSPN Stock Holding History

YHB Investment Advisors’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	$324K	Buy	5,601 +120	+2%	+$7.46K	0.02%	262
2026 Q2	$351K	Buy	5,481 +500	+10%	+$30.4K	0.02%	255
2026 Q1	$287K	Hold	4,981	–	–	0.02%	264
2025 Q4	$282K	Buy	4,981 +1,165	+31%	+$65.2K	0.02%	270
2025 Q3	$214K	Buy	+3,816	New	+$211K	0.02%	289

Other funds holding RSPN

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

WAM

Walker Asset Management Verona, Missouri $197M AUM 22.74% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

YWM

Yoder Wealth Management Walnut Creek, California $265M AUM 16.95% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

CIA

Cape Investment Advisory Mcdonough, Georgia $388M AUM 17.15% 1-Year Est. Return

YHB Investment Advisors's RSPN Position: Q3 2026 in Review

YHB Investment Advisors increased its Invesco S&P 500 Equal Weight Industrials ETF (RSPN) stake by 2.2% in Q3 2026, buying an estimated $7.46K and bringing the position to 5,601 shares worth $324K. The position accounts for 0.02% of the portfolio, ranked #262.

YHB Investment Advisors first reported a position in RSPN in Q3 2025 and has held it in 5 quarters since. The position peaked at $351K in Q2 2026. 9 funds tracked by Wall St. Rank hold RSPN as of Q3 2026.

YHB Investment Advisors held 5,601 shares of Invesco S&P 500 Equal Weight Industrials ETF worth $324K as of Q3 2026.
YHB Investment Advisors bought 120 Invesco S&P 500 Equal Weight Industrials ETF shares in Q3 2026, an estimated $7.46K.
Invesco S&P 500 Equal Weight Industrials ETF made up 0.02% of YHB Investment Advisors's portfolio in Q3 2026, its #262 holding.
YHB Investment Advisors first reported a position in Invesco S&P 500 Equal Weight Industrials ETF in Q3 2025 and has held it in 5 quarters since.
YHB Investment Advisors's Invesco S&P 500 Equal Weight Industrials ETF position peaked at $351K in Q2 2026.
9 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Industrials ETF as of Q3 2026.

Based on YHB Investment Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.