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

Berger Financial Group’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	$518K	Hold	6,680	–	–	0.03%	294
2026 Q1	$477K	Sell	6,680 -9	-0.1%	-$680	0.03%	300
2025 Q4	$525K	Hold	6,689	–	–	0.03%	285
2025 Q3	$520K	Buy	6,689 +1	+0%	+$77	0.03%	279
2025 Q2	$509K	Hold	6,688	–	–	0.03%	264
2025 Q1	$485K	Sell	6,688 -418	-6%	-$30.8K	0.03%	260
2024 Q4	$514K	Sell	7,106 -564	-7%	-$41.3K	0.04%	254
2024 Q3	$529K	Buy	7,670 +4	+0.1%	+$263	0.04%	229
2024 Q2	$470K	Sell	7,666 -4,899	-39%	-$302K	0.04%	222
2024 Q1	$807K	Buy	+12,565	New	+$757K	0.07%	168

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

Berger Financial Group's RSPF Position: Q2 2026 in Review

Berger Financial Group held its Invesco S&P 500 Equal Weight Financials ETF (RSPF) position steady in Q2 2026 at 6,680 shares worth $518K. The position accounts for 0.03% of the portfolio, ranked #294.

Berger Financial Group first reported a position in RSPF in Q1 2024 and has held it in 10 quarters since. The position peaked at $807K in Q1 2024. 106 funds tracked by Wall St. Rank hold RSPF as of Q2 2026.

Berger Financial Group held 6,680 shares of Invesco S&P 500 Equal Weight Financials ETF worth $518K as of Q2 2026.
Berger Financial Group 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 0.03% of Berger Financial Group's portfolio in Q2 2026, its #294 holding.
Berger Financial Group first reported a position in Invesco S&P 500 Equal Weight Financials ETF in Q1 2024 and has held it in 10 quarters since.
Berger Financial Group's Invesco S&P 500 Equal Weight Financials ETF position peaked at $807K in Q1 2024.
106 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Financials ETF as of Q2 2026.

Based on Berger Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.