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Accordant Advisory Group’s Invesco S&P 500 Equal Weight Financials ETF RSPF Stock Holding History

Accordant Advisory Group’s Portfolio RSPF Stock Details RSPF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-3,477
Closed -$270K – 197
2025
Q3 		$270K Buy
+3,477
New +$268K 0.18% 47

Other funds holding RSPF

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
JGCM
Joseph Group Capital Management Columbus, Ohio $400M AUM 18.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JPLA
Joseph P. Lucia & Associates Yorktown Heights, New York $280M AUM 18.25% 1-Year Est. Return
DIP
Davis Investment Partners Charlotte, North Carolina $283M AUM 24.98% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Accordant Advisory Group's RSPF Position: Q4 2025 in Review

Accordant Advisory Group sold out of Invesco S&P 500 Equal Weight Financials ETF (RSPF) in Q4 2025, closing a stake of 3,477 shares — an estimated $270K sold.

Accordant Advisory Group first reported a position in RSPF in Q3 2025 and held it in 1 quarter. The position peaked at $270K in Q3 2025. 100 funds tracked by Wall St. Rank hold RSPF as of Q4 2025.

  • Accordant Advisory Group reported no remaining Invesco S&P 500 Equal Weight Financials ETF position as of Q4 2025 after selling out during the quarter.
  • Accordant Advisory Group sold 3,477 Invesco S&P 500 Equal Weight Financials ETF shares in Q4 2025, an estimated $270K.
  • Accordant Advisory Group first reported a position in Invesco S&P 500 Equal Weight Financials ETF in Q3 2025 and held it in 1 quarter.
  • Accordant Advisory Group's Invesco S&P 500 Equal Weight Financials ETF position peaked at $270K in Q3 2025.
  • 100 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Financials ETF as of Q4 2025.

Based on Accordant Advisory Group's 13F filing for Q4 2025, filed 22 Jan 2026.