Allworth Financial’s Invesco S&P 500 Equal Weight Financials ETF RSPF Stock Holding History

Allworth Financial’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	$90.6K	Hold	1,168	–	–	﹤0.01%	2007
2026 Q1	$83.4K	Hold	1,168	–	–	﹤0.01%	1957
2025 Q4	$91.7K	Hold	1,168	–	–	﹤0.01%	1805
2025 Q3	$90.8K	Hold	1,168	–	–	﹤0.01%	1741
2025 Q2	$88.9K	Hold	1,168	–	–	﹤0.01%	1611
2025 Q1	$81K	Sell	1,168 -13	-1%	-$957	﹤0.01%	1334
2024 Q4	$88.2K	Buy	1,181 +1	+0.1%	+$73	﹤0.01%	1324
2024 Q3	$81.4K	Hold	1,180	–	–	﹤0.01%	1179
2024 Q2	$75.9K	Buy	1,180 +12	+1%	+$739	﹤0.01%	1188
2024 Q1	$75.1K	Hold	1,168	–	–	﹤0.01%	1123
2023 Q4	$68.5K	Hold	1,168	–	–	﹤0.01%	1072
2023 Q3	$59.2K	Hold	1,168	–	–	﹤0.01%	1060
2023 Q2	$59.8K	Buy	+1,168	New	+$58.5K	﹤0.01%	1063
2018 Q3	–	Sell	-155	Closed	-$7K	–	970
2018 Q2	$7K	Buy	+155	New	+$6.81K	﹤0.01%	579

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

Allworth Financial's RSPF Position: Q2 2026 in Review

Allworth Financial held its Invesco S&P 500 Equal Weight Financials ETF (RSPF) position steady in Q2 2026 at 1,168 shares worth $90.6K. The position accounts for ﹤0.01% of the portfolio, ranked #2007.

Allworth Financial first reported a position in RSPF in Q2 2018 and has held it in 14 quarters since. The position peaked at $91.7K in Q4 2025. 106 funds tracked by Wall St. Rank hold RSPF as of Q2 2026.

Allworth Financial held 1,168 shares of Invesco S&P 500 Equal Weight Financials ETF worth $90.6K as of Q2 2026.
Allworth Financial left its Invesco S&P 500 Equal Weight Financials ETF share count unchanged in Q2 2026.
Invesco S&P 500 Equal Weight Financials ETF made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #2007 holding.
Allworth Financial first reported a position in Invesco S&P 500 Equal Weight Financials ETF in Q2 2018 and has held it in 14 quarters since.
Allworth Financial's Invesco S&P 500 Equal Weight Financials ETF position peaked at $91.7K in Q4 2025.
106 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Financials ETF as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.