Commonwealth Equity Services’s Invesco S&P 500 Equal Weight Financials ETF RSPF Stock Holding History

Commonwealth Equity Services’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	$1.01M	Buy	13,065 +6	+0%	+$454	﹤0.01%	2703
2026 Q1	$932K	Buy	13,059 +8,974	+220%	+$678K	﹤0.01%	2678
2025 Q4	$321K	Sell	4,085 -503	-11%	-$38.5K	﹤0.01%	3596
2025 Q3	$357K	Sell	4,588 -8,511	-65%	-$657K	﹤0.01%	3488
2025 Q2	$997K	Sell	13,099 -175	-1%	-$12.5K	﹤0.01%	2564
2025 Q1	$963K	Buy	13,274 +882	+7%	+$65K	﹤0.01%	2487
2024 Q4	$897K	Buy	12,392 +2,116	+21%	+$155K	﹤0.01%	2473
2024 Q3	$709K	Buy	10,276 +84	+0.8%	+$5.52K	﹤0.01%	2608
2024 Q2	$625K	Buy	10,192 +43	+0.4%	+$2.65K	﹤0.01%	2646
2024 Q1	$652K	Buy	10,149 +808	+9%	+$48.7K	﹤0.01%	2590
2023 Q4	$547K	Sell	9,341 -136	-1%	-$7.23K	﹤0.01%	2631
2023 Q3	$480K	Buy	9,477 +384	+4%	+$20.2K	﹤0.01%	2634
2023 Q2	$466K	Sell	9,093 -1,006	-10%	-$50.4K	﹤0.01%	2680
2023 Q1	$509K	Sell	10,099 -450	-4%	-$25.7K	﹤0.01%	2539
2022 Q4	$595K	Sell	10,549 -684	-6%	-$38.4K	﹤0.01%	2333
2022 Q3	$575K	Sell	11,233 -4,030	-26%	-$225K	﹤0.01%	2283
2022 Q2	$811K	Sell	15,263 -4,018	-21%	-$232K	﹤0.01%	2062
2022 Q1	$1.23M	Buy	19,281 +13,829	+254%	+$892K	﹤0.01%	1844
2021 Q4	$351K	Buy	5,452 +2,103	+63%	+$136K	﹤0.01%	2832
2021 Q3	$205K	Sell	3,349 -199	-6%	-$12.1K	﹤0.01%	3254
2021 Q2	$212K	Buy	+3,548	New	+$213K	﹤0.01%	3227
2020 Q2	–	Sell	-13,238	Closed	-$415K	–	2997
2020 Q1	$415K	Buy	13,238 +7,009	+113%	+$295K	﹤0.01%	1823
2019 Q4	$291K	Sell	6,229 -397	-6%	-$17.9K	﹤0.01%	2343
2019 Q3	$289K	Sell	6,626 -761	-10%	-$32.9K	﹤0.01%	2272
2019 Q2	$320K	Buy	7,387 +28	+0.4%	+$1.19K	﹤0.01%	2153
2019 Q1	$296K	Buy	7,359 +89	+1%	+$3.58K	﹤0.01%	2164
2018 Q4	$264K	Sell	7,270 -1,978	-21%	-$79.1K	﹤0.01%	2118
2018 Q3	$397K	Buy	9,248 +524	+6%	+$23K	﹤0.01%	1951
2018 Q2	$369K	Sell	8,724 -11,315	-56%	-$497K	﹤0.01%	1964
2018 Q1	$879K	Buy	20,039 +5,830	+41%	+$264K	﹤0.01%	1328
2017 Q4	$627K	Buy	14,209 +1,035	+8%	+$44.1K	﹤0.01%	1533
2017 Q3	$544K	Buy	13,174 +564	+4%	+$22.5K	﹤0.01%	1554
2017 Q2	$498K	Buy	12,610 +133	+1%	+$5.05K	﹤0.01%	1575
2017 Q1	$470K	Buy	12,477 +3,682	+42%	+$140K	﹤0.01%	1546
2016 Q4	$324K	Buy	+8,795	New	+$300K	﹤0.01%	1726

Other funds holding RSPF

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 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

Commonwealth Equity Services's RSPF Position: Q2 2026 in Review

Commonwealth Equity Services increased its Invesco S&P 500 Equal Weight Financials ETF (RSPF) stake by 0.05% in Q2 2026, buying an estimated $454 and bringing the position to 13,065 shares worth $1.01M. The position accounts for ﹤0.01% of the portfolio, ranked #2703.

Commonwealth Equity Services first reported a position in RSPF in Q4 2016 and has held it in 35 quarters since. The position peaked at $1.23M in Q1 2022. 106 funds tracked by Wall St. Rank hold RSPF as of Q2 2026.

Commonwealth Equity Services held 13,065 shares of Invesco S&P 500 Equal Weight Financials ETF worth $1.01M as of Q2 2026.
Commonwealth Equity Services bought 6 Invesco S&P 500 Equal Weight Financials ETF shares in Q2 2026, an estimated $454.
Invesco S&P 500 Equal Weight Financials ETF made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q2 2026, its #2703 holding.
Commonwealth Equity Services first reported a position in Invesco S&P 500 Equal Weight Financials ETF in Q4 2016 and has held it in 35 quarters since.
Commonwealth Equity Services's Invesco S&P 500 Equal Weight Financials ETF position peaked at $1.23M in Q1 2022.
106 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Financials ETF as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.