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 Q2	$60.3K	Sell	777 -324	-29%	-$24.5K	﹤0.01%	2054
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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JGCM

Joseph Group Capital Management Columbus, Ohio $476M AUM 21.21% 1-Year Est. Return

JPLA

Joseph P. Lucia & Associates Yorktown Heights, New York $333M AUM 26.31% 1-Year Est. Return

DIP

Davis Investment Partners Charlotte, North Carolina $328M AUM 36.73% 1-Year Est. Return

BCP

Blue Chip Partners Farmington Hills, Michigan $1.58B AUM 32% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

ACG

Allen Capital Group Grand Island, Nebraska $1.23B AUM 19.04% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

YWM

Yoder Wealth Management Walnut Creek, California $256M AUM 23.47% 1-Year Est. Return

AE Wealth Management's RSPF Position: Q2 2026 in Review

AE Wealth Management reduced its Invesco S&P 500 Equal Weight Financials ETF (RSPF) stake by 29% in Q2 2026, selling an estimated $24.5K and leaving 777 shares worth $60.3K. The position accounts for ﹤0.01% of the portfolio, ranked #2054.

AE Wealth Management first reported a position in RSPF in Q1 2023 and has held it in 11 quarters since. The position peaked at $1.09M in Q4 2023. 106 funds tracked by Wall St. Rank hold RSPF as of Q2 2026.

AE Wealth Management held 777 shares of Invesco S&P 500 Equal Weight Financials ETF worth $60.3K as of Q2 2026.
AE Wealth Management sold 324 Invesco S&P 500 Equal Weight Financials ETF shares in Q2 2026, an estimated $24.5K.
Invesco S&P 500 Equal Weight Financials ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #2054 holding.
AE Wealth Management first reported a position in Invesco S&P 500 Equal Weight Financials ETF in Q1 2023 and has held it in 11 quarters since.
AE Wealth Management's Invesco S&P 500 Equal Weight Financials ETF position peaked at $1.09M in Q4 2023.
106 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Financials ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.