Cardiff Park Advisors’s Invesco S&P 500 Equal Weight Financials ETF RSPF Stock Holding History

Cardiff Park 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
2025 Q4	–	Sell	-200	Closed	-$15.6K	–	385
2025 Q3	$15.6K	Hold	200	–	–	﹤0.01%	358
2025 Q2	$15.2K	Hold	200	–	–	﹤0.01%	331
2025 Q1	$14.5K	Hold	200	–	–	﹤0.01%	329
2024 Q4	$14.5K	Hold	200	–	–	﹤0.01%	321
2024 Q3	$13.8K	Hold	200	–	–	﹤0.01%	322
2024 Q2	$12.3K	Hold	200	–	–	﹤0.01%	316
2024 Q1	$12.8K	Hold	200	–	–	﹤0.01%	335
2023 Q4	$11.7K	Hold	200	–	–	﹤0.01%	315
2023 Q3	$10.1K	Hold	200	–	–	﹤0.01%	298
2023 Q2	$10.2K	Buy	+200	New	+$10K	﹤0.01%	307

Other funds holding RSPF

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

JGCM

Joseph Group Capital Management Columbus, Ohio $400M AUM 18.42% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cardiff Park Advisors's RSPF Position: Q4 2025 in Review

Cardiff Park Advisors sold out of Invesco S&P 500 Equal Weight Financials ETF (RSPF) in Q4 2025, closing a stake of 200 shares — an estimated $15.6K sold.

Cardiff Park Advisors first reported a position in RSPF in Q2 2023 and held it in 10 quarters. The position peaked at $15.6K in Q3 2025. 100 funds tracked by Wall St. Rank hold RSPF as of Q4 2025.

Cardiff Park Advisors reported no remaining Invesco S&P 500 Equal Weight Financials ETF position as of Q4 2025 after selling out during the quarter.
Cardiff Park Advisors sold 200 Invesco S&P 500 Equal Weight Financials ETF shares in Q4 2025, an estimated $15.6K.
Cardiff Park Advisors first reported a position in Invesco S&P 500 Equal Weight Financials ETF in Q2 2023 and held it in 10 quarters.
Cardiff Park Advisors's Invesco S&P 500 Equal Weight Financials ETF position peaked at $15.6K in Q3 2025.
100 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Financials ETF as of Q4 2025.

Based on Cardiff Park Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.