AE Wealth Management’s Invesco S&P 500 Equal Weight Financials ETF RSPF Stock Holding History

AE Wealth Management’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
2026 Q1	$78.6K	Buy	1,101 +331	+43%	+$25K	﹤0.01%	1862
2025 Q4	$60.5K	Buy	770 +122	+19%	+$9.34K	﹤0.01%	1813
2025 Q3	$50.4K	Buy	648 +3	+0.5%	+$232	﹤0.01%	1715
2025 Q2	$49.1K	Buy	645 +2	+0.3%	+$143	﹤0.01%	1607
2025 Q1	$46.6K	Buy	643 +3	+0.5%	+$221	﹤0.01%	1598
2024 Q4	$46.3K	Buy	+640	New	+$46.9K	﹤0.01%	1571
2024 Q1	–	Sell	-18,170	Closed	-$1.09M	–	1810
2023 Q4	$1.09M	Buy	18,170 +5,737	+46%	+$305K	0.01%	1124
2023 Q3	$630K	Buy	12,433 +4,747	+62%	+$250K	﹤0.01%	1274
2023 Q2	$394K	Buy	7,686 +3,583	+87%	+$179K	﹤0.01%	1500
2023 Q1	$207K	Buy	+4,103	New	+$234K	﹤0.01%	1726

Other funds holding RSPF

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Joseph Group Capital Management Columbus, Ohio $400M AUM 18.42% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Joseph P. Lucia & Associates Yorktown Heights, New York $280M AUM 18.25% 1-Year Est. Return

Davis Investment Partners Charlotte, North Carolina $283M AUM 24.98% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Cetera Investment Advisers

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Allen Capital Group Grand Island, Nebraska $1.12B AUM 13.85% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $10.6B AUM 19.99% 1-Year Est. Return