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

CoreCap 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
Q1 		– Sell
-357
Closed -$25.8K – 3277
2024
Q4 		$25.8K Buy
+357
New +$26.2K ﹤0.01% 1448

Other funds holding RSPF

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
JGCM
Joseph Group Capital Management Columbus, Ohio $400M AUM 18.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
JPLA
Joseph P. Lucia & Associates Yorktown Heights, New York $280M AUM 18.25% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
DIP
Davis Investment Partners Charlotte, North Carolina $283M AUM 24.98% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CoreCap Advisors's RSPF Position: Q1 2025 in Review

CoreCap Advisors sold out of Invesco S&P 500 Equal Weight Financials ETF (RSPF) in Q1 2025, closing a stake of 357 shares — an estimated $25.8K sold.

CoreCap Advisors first reported a position in RSPF in Q4 2024 and held it in 1 quarter. The position peaked at $25.8K in Q4 2024. 104 funds tracked by Wall St. Rank hold RSPF as of Q1 2025.

  • CoreCap Advisors reported no remaining Invesco S&P 500 Equal Weight Financials ETF position as of Q1 2025 after selling out during the quarter.
  • CoreCap Advisors sold 357 Invesco S&P 500 Equal Weight Financials ETF shares in Q1 2025, an estimated $25.8K.
  • CoreCap Advisors first reported a position in Invesco S&P 500 Equal Weight Financials ETF in Q4 2024 and held it in 1 quarter.
  • CoreCap Advisors's Invesco S&P 500 Equal Weight Financials ETF position peaked at $25.8K in Q4 2024.
  • 104 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Financials ETF as of Q1 2025.

Based on CoreCap Advisors's 13F filing for Q1 2025, filed 9 May 2025.