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

Asset One 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	$406K	Buy	4,935 +700	+17%	+$52.9K	0.04%	248
2026 Q1	$326K	Hold	4,235	–	–	0.04%	264
2025 Q4	$332K	Buy	+4,235	New	+$324K	0.05%	208

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 $14.2B AUM 18.33% 1-Year Est. Return

YWM

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

Asset One Wealth Management's RSPF Position: Q2 2026 in Review

Asset One Wealth Management increased its Invesco S&P 500 Equal Weight Financials ETF (RSPF) stake by 17% in Q2 2026, buying an estimated $52.9K and bringing the position to 4,935 shares worth $406K. The position accounts for 0.04% of the portfolio, ranked #248.

Asset One Wealth Management first reported a position in RSPF in Q4 2025 and has held it in 3 quarters since. 105 funds tracked by Wall St. Rank hold RSPF as of Q2 2026.

Asset One Wealth Management held 4,935 shares of Invesco S&P 500 Equal Weight Financials ETF worth $406K as of Q2 2026.
Asset One Wealth Management bought 700 Invesco S&P 500 Equal Weight Financials ETF shares in Q2 2026, an estimated $52.9K.
Invesco S&P 500 Equal Weight Financials ETF made up 0.04% of Asset One Wealth Management's portfolio in Q2 2026, its #248 holding.
Asset One Wealth Management first reported a position in Invesco S&P 500 Equal Weight Financials ETF in Q4 2025 and has held it in 3 quarters since.
105 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Financials ETF as of Q2 2026.

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