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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
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

AWM
Affinity Wealth Management Wilmington, Delaware $776M AUM 43.59% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
CCM
Carmel Capital Management Carmel, California $456M AUM 79.51% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
TA
TKG Advisors Valparaiso, Indiana $288M AUM 43.58% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SAS
Sage Advisory Services Austin, Texas $203M AUM 12.95% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
HAP
Harbor Asset Planning Belmont, Massachusetts $133M AUM 24.86% 1-Year Est. Return

YHB Investment Advisors's RSPN Position: Q2 2026 in Review

YHB Investment Advisors increased its Invesco S&P 500 Equal Weight Industrials ETF (RSPN) stake by 10% in Q2 2026, buying an estimated $30.4K and bringing the position to 5,481 shares worth $351K. The position accounts for 0.02% of the portfolio, ranked #255.

YHB Investment Advisors first reported a position in RSPN in Q3 2025 and has held it in 4 quarters since. 73 funds tracked by Wall St. Rank hold RSPN as of Q2 2026.

  • YHB Investment Advisors held 5,481 shares of Invesco S&P 500 Equal Weight Industrials ETF worth $351K as of Q2 2026.
  • YHB Investment Advisors bought 500 Invesco S&P 500 Equal Weight Industrials ETF shares in Q2 2026, an estimated $30.4K.
  • Invesco S&P 500 Equal Weight Industrials ETF made up 0.02% of YHB Investment Advisors's portfolio in Q2 2026, its #255 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 4 quarters since.
  • 73 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Industrials ETF as of Q2 2026.

Based on YHB Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.