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

Baker Avenue Asset 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
2025
Q1 		– Sell
-40,807
Closed -$2.95M – 490
2024
Q4 		$2.95M Buy
+40,807
New +$2.99M 0.09% 151

Other funds holding RSPF

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
JGCM
Joseph Group Capital Management Columbus, Ohio $400M AUM 18.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
JPLA
Joseph P. Lucia & Associates Yorktown Heights, New York $280M AUM 18.25% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
DIP
Davis Investment Partners Charlotte, North Carolina $283M AUM 24.98% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Baker Avenue Asset Management's RSPF Position: Q1 2025 in Review

Baker Avenue Asset Management sold out of Invesco S&P 500 Equal Weight Financials ETF (RSPF) in Q1 2025, closing a stake of 40,807 shares — an estimated $2.95M sold.

Baker Avenue Asset Management first reported a position in RSPF in Q4 2024 and held it in 1 quarter. The position peaked at $2.95M in Q4 2024. 104 funds tracked by Wall St. Rank hold RSPF as of Q1 2025.

  • Baker Avenue Asset Management reported no remaining Invesco S&P 500 Equal Weight Financials ETF position as of Q1 2025 after selling out during the quarter.
  • Baker Avenue Asset Management sold 40,807 Invesco S&P 500 Equal Weight Financials ETF shares in Q1 2025, an estimated $2.95M.
  • Baker Avenue Asset Management first reported a position in Invesco S&P 500 Equal Weight Financials ETF in Q4 2024 and held it in 1 quarter.
  • Baker Avenue Asset Management's Invesco S&P 500 Equal Weight Financials ETF position peaked at $2.95M in Q4 2024.
  • 104 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Financials ETF as of Q1 2025.

Based on Baker Avenue Asset Management's 13F filing for Q1 2025, filed 8 May 2025.