Comprehensive Financial Planning’s Invesco S&P 500 Equal Weight Financials ETF RSPF Stock Holding History

Comprehensive Financial Planning’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	$7.71K	Hold	108	–	–	0.01%	280
2025 Q4	$8.48K	Hold	108	–	–	0.01%	269
2025 Q3	$8.4K	Hold	108	–	–	0.01%	254
2025 Q2	$8.22K	Hold	108	–	–	0.01%	242
2025 Q1	$7.83K	Hold	108	–	–	0.01%	230
2024 Q4	$7.82K	Buy	+108	New	+$7.91K	0.01%	256

Other funds holding RSPF

Bank of America

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

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

Joseph P. Lucia & Associates Yorktown Heights, New York $280M AUM 18.25% 1-Year Est. Return

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

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

Cetera Investment Advisers

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

Allen Capital Group Grand Island, Nebraska $1.12B AUM 13.85% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $10.6B AUM 19.99% 1-Year Est. Return