Cambridge Investment Research Advisors’s Invesco S&P 500 Equal Weight Financials ETF RSPF Stock Holding History

Cambridge Investment Research Advisors’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	$486K	Sell	6,809 -2	-0%	-$151	﹤0.01%	2825
2025 Q4	$535K	Buy	6,811 +402	+6%	+$30.8K	﹤0.01%	2655
2025 Q3	$499K	Buy	6,409 +752	+13%	+$58K	﹤0.01%	2686
2025 Q2	$431K	Sell	5,657 -1,173	-17%	-$83.7K	﹤0.01%	2675
2025 Q1	$495K	Buy	6,830 +13	+0.2%	+$957	﹤0.01%	2452
2024 Q4	$493K	Buy	6,817 +20	+0.3%	+$1.47K	﹤0.01%	2445
2024 Q3	$469K	Sell	6,797 -133	-2%	-$8.75K	﹤0.01%	2466
2024 Q2	$425K	Sell	6,930 -337	-5%	-$20.8K	﹤0.01%	2429
2024 Q1	$467K	Sell	7,267 -25,327	-78%	-$1.53M	﹤0.01%	2332
2023 Q4	$1.91M	Buy	32,594 +22,730	+230%	+$1.21M	0.01%	1228
2023 Q3	$500K	Sell	9,864 -2,808	-22%	-$148K	﹤0.01%	2080
2023 Q2	$649K	Sell	12,672 -9,638	-43%	-$482K	﹤0.01%	1938
2023 Q1	$1.13M	Sell	22,310 -20,358	-48%	-$1.16M	0.01%	1498
2022 Q4	$2.41M	Sell	42,668 -4,395	-9%	-$247K	0.01%	983
2022 Q3	$2.41M	Sell	47,063 -36,724	-44%	-$2.05M	0.01%	933
2022 Q2	$4.46M	Buy	83,787 +3,038	+4%	+$175K	0.02%	630
2022 Q1	$5.14M	Sell	80,749 -103,510	-56%	-$6.68M	0.02%	618
2021 Q4	$11.9M	Buy	184,259 +2,418	+1%	+$156K	0.05%	319
2021 Q3	$11.2M	Sell	181,841 -24,865	-12%	-$1.51M	0.06%	329
2021 Q2	$12.4M	Buy	206,706 +107,967	+109%	+$6.47M	0.06%	311
2021 Q1	$5.51M	Buy	98,739 +57,909	+142%	+$3.05M	0.03%	525
2020 Q4	$1.96M	Buy	40,830 +7,795	+24%	+$339K	0.01%	931
2020 Q3	$1.26M	Buy	33,035 +242	+0.7%	+$9.34K	0.01%	1053
2020 Q2	$1.22M	Buy	32,793 +8,487	+35%	+$301K	0.01%	1006
2020 Q1	$763K	Sell	24,306 -11,746	-33%	-$494K	0.01%	1120
2019 Q4	$1.69M	Buy	36,052 +7,474	+26%	+$337K	0.01%	863
2019 Q3	$1.25M	Sell	28,578 -5,121	-15%	-$221K	0.01%	960
2019 Q2	$1.46M	Sell	33,699 -3,752	-10%	-$160K	0.01%	840
2019 Q1	$1.51M	Sell	37,451 -3,937	-10%	-$158K	0.01%	834
2018 Q4	$1.5M	Sell	41,388 -5,203	-11%	-$208K	0.02%	744
2018 Q3	$2M	Buy	46,591 +7,129	+18%	+$312K	0.02%	688
2018 Q2	$1.67M	Buy	39,462 +2,380	+6%	+$105K	0.02%	719
2018 Q1	$1.63M	Buy	37,082 +12,901	+53%	+$584K	0.02%	697
2017 Q4	$1.07M	Buy	24,181 +2,597	+12%	+$111K	0.01%	865
2017 Q3	$891K	Buy	21,584 +90	+0.4%	+$3.59K	0.01%	896
2017 Q2	$849K	Sell	21,494 -86,654	-80%	-$3.29M	0.01%	886
2017 Q1	$4.08M	Buy	108,148 +30,174	+39%	+$1.14M	0.07%	267
2016 Q4	$2.87M	Buy	77,974 +43,814	+128%	+$1.5M	0.05%	323
2016 Q3	$1.07M	Buy	34,160 +25,824	+310%	+$800K	0.02%	653
2016 Q2	$248K	Buy	8,336 +615	+8%	+$18.3K	0.01%	1272
2016 Q1	$225K	Sell	7,721 -3,958	-34%	-$110K	0.01%	1342
2015 Q4	$352K	Buy	+11,679	New	+$355K	0.01%	1056
2015 Q3	–	Sell	-7,399	Closed	-$227K	–	1570
2015 Q2	$227K	Buy	+7,399	New	+$231K	0.01%	1206

Other funds holding RSPF

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 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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Cambridge Investment Research Advisors's RSPF Position: Q1 2026 in Review

Cambridge Investment Research Advisors reduced its Invesco S&P 500 Equal Weight Financials ETF (RSPF) stake by 0.03% in Q1 2026, selling an estimated $151 and leaving 6,809 shares worth $486K. The position accounts for ﹤0.01% of the portfolio, ranked #2825.

Cambridge Investment Research Advisors first reported a position in RSPF in Q2 2015 and has held it in 43 quarters since. The position peaked at $12.4M in Q2 2021. 95 funds tracked by Wall St. Rank hold RSPF as of Q1 2026.

Cambridge Investment Research Advisors held 6,809 shares of Invesco S&P 500 Equal Weight Financials ETF worth $486K as of Q1 2026.
Cambridge Investment Research Advisors sold 2 Invesco S&P 500 Equal Weight Financials ETF shares in Q1 2026, an estimated $151.
Invesco S&P 500 Equal Weight Financials ETF made up ﹤0.01% of Cambridge Investment Research Advisors's portfolio in Q1 2026, its #2825 holding.
Cambridge Investment Research Advisors first reported a position in Invesco S&P 500 Equal Weight Financials ETF in Q2 2015 and has held it in 43 quarters since.
Cambridge Investment Research Advisors's Invesco S&P 500 Equal Weight Financials ETF position peaked at $12.4M in Q2 2021.
95 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Financials ETF as of Q1 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.