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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
Q2 		$411K Sell
5,298
-600
-10% -$45.4K 0.01% 402
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 $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
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
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

BIP Wealth's RSPF Position: Q2 2026 in Review

BIP Wealth reduced its Invesco S&P 500 Equal Weight Financials ETF (RSPF) stake by 10% in Q2 2026, selling an estimated $45.4K and leaving 5,298 shares worth $411K. The position accounts for 0.01% of the portfolio, ranked #402.

BIP Wealth first reported a position in RSPF in Q4 2025 and has held it in 3 quarters since. The position peaked at $469K in Q4 2025. 106 funds tracked by Wall St. Rank hold RSPF as of Q2 2026.

  • BIP Wealth held 5,298 shares of Invesco S&P 500 Equal Weight Financials ETF worth $411K as of Q2 2026.
  • BIP Wealth sold 600 Invesco S&P 500 Equal Weight Financials ETF shares in Q2 2026, an estimated $45.4K.
  • Invesco S&P 500 Equal Weight Financials ETF made up 0.01% of BIP Wealth's portfolio in Q2 2026, its #402 holding.
  • BIP Wealth first reported a position in Invesco S&P 500 Equal Weight Financials ETF in Q4 2025 and has held it in 3 quarters since.
  • BIP Wealth's Invesco S&P 500 Equal Weight Financials ETF position peaked at $469K in Q4 2025.
  • 106 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Financials ETF as of Q2 2026.

Based on BIP Wealth's 13F filing for Q2 2026, filed 3 Aug 2026.