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

BIP Wealth’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 		$421K Sell
5,898
-76
-1% -$5.74K 0.02% 316
2025
Q4 		$469K Buy
+5,974
New +$457K 0.02% 311

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 $12.8B AUM 26.53% 1-Year Est. Return

BIP Wealth's RSPF Position: Q1 2026 in Review

BIP Wealth reduced its Invesco S&P 500 Equal Weight Financials ETF (RSPF) stake by 1.3% in Q1 2026, selling an estimated $5.74K and leaving 5,898 shares worth $421K. The position accounts for 0.02% of the portfolio, ranked #316.

BIP Wealth first reported a position in RSPF in Q4 2025 and has held it in 2 quarters since. The position peaked at $469K in Q4 2025. 95 funds tracked by Wall St. Rank hold RSPF as of Q1 2026.

  • BIP Wealth held 5,898 shares of Invesco S&P 500 Equal Weight Financials ETF worth $421K as of Q1 2026.
  • BIP Wealth sold 76 Invesco S&P 500 Equal Weight Financials ETF shares in Q1 2026, an estimated $5.74K.
  • Invesco S&P 500 Equal Weight Financials ETF made up 0.02% of BIP Wealth's portfolio in Q1 2026, its #316 holding.
  • BIP Wealth first reported a position in Invesco S&P 500 Equal Weight Financials ETF in Q4 2025 and has held it in 2 quarters since.
  • BIP Wealth's Invesco S&P 500 Equal Weight Financials ETF position peaked at $469K in Q4 2025.
  • 95 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Financials ETF as of Q1 2026.

Based on BIP Wealth's 13F filing for Q1 2026, filed 27 Apr 2026.