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

Cascade Wealth 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 Q2	–	Sell	-12,300	Closed	-$835K	–	57
2025 Q1	$835K	Hold	12,300	–	–	0.58%	26
2024 Q4	$890K	Hold	12,300	–	–	0.6%	27
2024 Q3	$849K	Hold	12,300	–	–	0.61%	27
2024 Q2	$799K	Hold	12,300	–	–	0.59%	27
2024 Q1	$741K	Buy	+12,300	New	+$741K	0.63%	32

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

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

JGCM

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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

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

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

Cascade Wealth Advisors's RSPF Position: Q2 2025 in Review

Cascade Wealth Advisors sold out of Invesco S&P 500 Equal Weight Financials ETF (RSPF) in Q2 2025, closing a stake of 12,300 shares — an estimated $835K sold.

Cascade Wealth Advisors first reported a position in RSPF in Q1 2024 and held it in 5 quarters. The position peaked at $890K in Q4 2024. 103 funds tracked by Wall St. Rank hold RSPF as of Q2 2025.

Cascade Wealth Advisors reported no remaining Invesco S&P 500 Equal Weight Financials ETF position as of Q2 2025 after selling out during the quarter.
Cascade Wealth Advisors sold 12,300 Invesco S&P 500 Equal Weight Financials ETF shares in Q2 2025, an estimated $835K.
Cascade Wealth Advisors first reported a position in Invesco S&P 500 Equal Weight Financials ETF in Q1 2024 and held it in 5 quarters.
Cascade Wealth Advisors's Invesco S&P 500 Equal Weight Financials ETF position peaked at $890K in Q4 2024.
103 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Financials ETF as of Q2 2025.

Based on Cascade Wealth Advisors's 13F filing for Q2 2025, filed 11 Aug 2025.