AlphaCore Capital’s Invesco S&P 500 Equal Weight Financials ETF RSPF Stock Holding History

AlphaCore Capital’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	$57K	Sell	798 -300	-27%	-$22.7K	﹤0.01%	994
2025 Q4	$86.2K	Hold	1,098	–	–	﹤0.01%	1110
2025 Q3	$85.4K	Sell	1,098 -50	-4%	-$3.86K	﹤0.01%	824
2025 Q2	$87.4K	Buy	1,148 +300	+35%	+$21.4K	﹤0.01%	726
2025 Q1	$61.5K	Buy	+848	New	+$62.4K	0.01%	571
2024 Q1	–	Sell	-49	Closed	-$2.87K	–	325
2023 Q4	$2.87K	Buy	+49	New	+$2.61K	﹤0.01%	369
2023 Q3	–	Sell	-148	Closed	-$7.58K	–	370
2023 Q2	$7.58K	Hold	148	–	–	﹤0.01%	310
2023 Q1	$7.47K	Hold	148	–	–	﹤0.01%	207
2022 Q4	$8.35K	Hold	148	–	–	﹤0.01%	140
2022 Q3	$8K	Hold	148	–	–	﹤0.01%	117
2022 Q2	$8K	Buy	+148	New	+$8.54K	﹤0.01%	130

Other funds holding RSPF

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

JGCM

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

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

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

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

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

ACG

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

FFA

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

AlphaCore Capital's RSPF Position: Q1 2026 in Review

AlphaCore Capital reduced its Invesco S&P 500 Equal Weight Financials ETF (RSPF) stake by 27% in Q1 2026, selling an estimated $22.7K and leaving 798 shares worth $57K. The position accounts for ﹤0.01% of the portfolio, ranked #994.

AlphaCore Capital first reported a position in RSPF in Q2 2022 and has held it in 11 quarters since. The position peaked at $87.4K in Q2 2025. 95 funds tracked by Wall St. Rank hold RSPF as of Q1 2026.

AlphaCore Capital held 798 shares of Invesco S&P 500 Equal Weight Financials ETF worth $57K as of Q1 2026.
AlphaCore Capital sold 300 Invesco S&P 500 Equal Weight Financials ETF shares in Q1 2026, an estimated $22.7K.
Invesco S&P 500 Equal Weight Financials ETF made up ﹤0.01% of AlphaCore Capital's portfolio in Q1 2026, its #994 holding.
AlphaCore Capital first reported a position in Invesco S&P 500 Equal Weight Financials ETF in Q2 2022 and has held it in 11 quarters since.
AlphaCore Capital's Invesco S&P 500 Equal Weight Financials ETF position peaked at $87.4K in Q2 2025.
95 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Financials ETF as of Q1 2026.

Based on AlphaCore Capital's 13F filing for Q1 2026, filed 15 May 2026.