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 Q2	$8.38K	Hold	108	–	–	﹤0.01%	296
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 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 $14.2B AUM 18.33% 1-Year Est. Return

YWM

Yoder Wealth Management Walnut Creek, California $265M AUM 16.95% 1-Year Est. Return

Comprehensive Financial Planning's RSPF Position: Q2 2026 in Review

Comprehensive Financial Planning held its Invesco S&P 500 Equal Weight Financials ETF (RSPF) position steady in Q2 2026 at 108 shares worth $8.38K. The position accounts for ﹤0.01% of the portfolio, ranked #296.

Comprehensive Financial Planning first reported a position in RSPF in Q4 2024 and has held it in 7 quarters since. The position peaked at $8.48K in Q4 2025. 105 funds tracked by Wall St. Rank hold RSPF as of Q2 2026.

Comprehensive Financial Planning held 108 shares of Invesco S&P 500 Equal Weight Financials ETF worth $8.38K as of Q2 2026.
Comprehensive Financial Planning left its Invesco S&P 500 Equal Weight Financials ETF share count unchanged in Q2 2026.
Invesco S&P 500 Equal Weight Financials ETF made up ﹤0.01% of Comprehensive Financial Planning's portfolio in Q2 2026, its #296 holding.
Comprehensive Financial Planning first reported a position in Invesco S&P 500 Equal Weight Financials ETF in Q4 2024 and has held it in 7 quarters since.
Comprehensive Financial Planning's Invesco S&P 500 Equal Weight Financials ETF position peaked at $8.48K in Q4 2025.
105 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Financials ETF as of Q2 2026.

Based on Comprehensive Financial Planning's 13F filing for Q2 2026, filed 10 Aug 2026.