BFG
RSPF icon

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
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
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
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Cetera Investment Advisers
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 $10.6B AUM 19.99% 1-Year Est. Return