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

Arkadios Wealth Advisors’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	$1.21M	Sell	16,897 -771	-4%	-$58.2K	0.02%	701
2025 Q4	$1.39M	Sell	17,668 -395	-2%	-$30.2K	0.03%	574
2025 Q3	$1.4M	Buy	18,063 +406	+2%	+$31.3K	0.03%	518
2025 Q2	$1.34M	Buy	+17,657	New	+$1.26M	0.04%	463
2021 Q4	–	Sell	-880	Closed	-$54K	–	1530
2021 Q3	$54K	Hold	880	–	–	0.01%	856
2021 Q2	$52K	Hold	880	–	–	0.01%	908
2021 Q1	$49K	Buy	880 +114	+15%	+$6K	0.01%	697
2020 Q4	$36K	Hold	766	–	–	0.01%	620
2020 Q3	$30.9K	Hold	766	–	–	0.02%	507
2020 Q2	$28.7K	Hold	766	–	–	0.02%	477
2020 Q1	$24.1K	Hold	766	–	–	0.02%	449
2019 Q4	$36.8K	Buy	+766	New	+$34.5K	0.02%	352

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

Arkadios Wealth Advisors's RSPF Position: Q1 2026 in Review

Arkadios Wealth Advisors reduced its Invesco S&P 500 Equal Weight Financials ETF (RSPF) stake by 4.4% in Q1 2026, selling an estimated $58.2K and leaving 16,897 shares worth $1.21M. The position accounts for 0.02% of the portfolio, ranked #701.

Arkadios Wealth Advisors first reported a position in RSPF in Q4 2019 and has held it in 12 quarters since. The position peaked at $1.4M in Q3 2025. 95 funds tracked by Wall St. Rank hold RSPF as of Q1 2026.

Arkadios Wealth Advisors held 16,897 shares of Invesco S&P 500 Equal Weight Financials ETF worth $1.21M as of Q1 2026.
Arkadios Wealth Advisors sold 771 Invesco S&P 500 Equal Weight Financials ETF shares in Q1 2026, an estimated $58.2K.
Invesco S&P 500 Equal Weight Financials ETF made up 0.02% of Arkadios Wealth Advisors's portfolio in Q1 2026, its #701 holding.
Arkadios Wealth Advisors first reported a position in Invesco S&P 500 Equal Weight Financials ETF in Q4 2019 and has held it in 12 quarters since.
Arkadios Wealth Advisors's Invesco S&P 500 Equal Weight Financials ETF position peaked at $1.4M in Q3 2025.
95 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Financials ETF as of Q1 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.