RSPN INVESCO S&P 500 EQUAL WEIGHT INDUSTRIALS

Ownership history in Wealthcare Advisory Partners LLC  ·  18 quarters on record

AI Ownership Summary

Wealthcare Advisory Partners LLC reported INVESCO S&P 500 EQUAL WEIGHT INDUSTRIALS (RSPN) in 18 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.28% in 2023 Q4. The latest visible filing shows RSPN at 0.19% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this RSPN ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Wealthcare Advisory Partners LLC's position in INVESCO S&P 500 EQUAL WEIGHT INDUSTRIALS, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

RSPN was reported at 0.19% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.28% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Wealthcare Advisory Partners LLC held RSPN — position size vs. price
% of Fund (quarterly)    RSPN price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 173,630 +1,379 +0.8% 0.19% $10.0M 2026-04-14 $60.87
2025 Q4 ADDED 172,251 +1,856 +1.1% 0.19% $9.8M 2026-01-14 $59.87
2025 Q3 ADDED 170,395 +11,394 +7.2% 0.20% $9.6M 2025-11-07 $55.32
2025 Q2 ADDED 159,001 +83,393 +110.3% 0.19% $8.5M 2025-07-22 $54.86
2025 Q1 REDUCED 75,608 -94,109 -55.5% 0.10% $3.7M 2025-04-15 $46.52
2024 Q4 ADDED 169,717 +1,031 +0.6% 0.24% $8.5M 2025-01-15 $50.98
2024 Q3 ADDED 168,686 +3,101 +1.9% 0.25% $8.6M 2024-11-04 $50.34
2024 Q2 ADDED 165,585 +681 +0.4% 0.23% $7.5M 2024-08-12 $45.56
2024 Q1 REDUCED 164,904 -385 -0.2% 0.26% $7.9M 2024-04-15 $44.79
2023 Q4 REDUCED 165,289 -2,619 -1.6% 0.28% $7.1M 2024-02-06 $42.86
8 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Wealthcare Advisory Partners LLC and RSPN

These are the practical questions this page is built to answer before you even open the full history table.

How long has Wealthcare Advisory Partners LLC reported owning RSPN?

Wealthcare Advisory Partners LLC reported RSPN across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported RSPN position in Wealthcare Advisory Partners LLC's portfolio?

The largest reported portfolio weight for RSPN was 0.28% in 2023 Q4.

What is the latest reported RSPN position on this page?

The most recent filing on this page is 2026 Q1, when Wealthcare Advisory Partners LLC reported 173,630 shares, equal to 0.19% of portfolio, with an estimated market value of $10.0M.

What does the chart on this RSPN ownership page compare?

The chart compares Wealthcare Advisory Partners LLC's quarterly RSPN portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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