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

Corient Private Wealth’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	$492K	Sell	6,347 -744	-10%	-$56.3K	﹤0.01%	2239
2026 Q1	$472K	Buy	7,091 +475	+7%	+$35.9K	﹤0.01%	2059
2025 Q4	$519K	Hold	6,616	–	–	﹤0.01%	1855
2025 Q3	$515K	Sell	6,616 -100	-1%	-$7.72K	﹤0.01%	1776
2025 Q2	$511K	Hold	6,716	–	–	﹤0.01%	1690
2025 Q1	$487K	Hold	6,716	–	–	﹤0.01%	1610
2024 Q4	$486K	Sell	6,716 -1,412	-17%	-$103K	﹤0.01%	1631
2024 Q3	$561K	Buy	8,128 +1,656	+26%	+$109K	﹤0.01%	1672
2024 Q2	$397K	Buy	6,472 +100	+2%	+$6.16K	﹤0.01%	1764
2024 Q1	$409K	Hold	6,372	–	–	﹤0.01%	1728
2023 Q4	$373K	Hold	6,372	–	–	﹤0.01%	1760
2023 Q3	$323K	Sell	6,372 -290	-4%	-$15.3K	﹤0.01%	1723
2023 Q2	$341K	Sell	6,662 -192	-3%	-$9.61K	﹤0.01%	1635
2023 Q1	$346K	Buy	+6,854	New	+$391K	﹤0.01%	1541

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

Corient Private Wealth's RSPF Position: Q2 2026 in Review

Corient Private Wealth reduced its Invesco S&P 500 Equal Weight Financials ETF (RSPF) stake by 10% in Q2 2026, selling an estimated $56.3K and leaving 6,347 shares worth $492K. The position accounts for ﹤0.01% of the portfolio, ranked #2239.

Corient Private Wealth first reported a position in RSPF in Q1 2023 and has held it in 14 quarters since. The position peaked at $561K in Q3 2024. 105 funds tracked by Wall St. Rank hold RSPF as of Q2 2026.

Corient Private Wealth held 6,347 shares of Invesco S&P 500 Equal Weight Financials ETF worth $492K as of Q2 2026.
Corient Private Wealth sold 744 Invesco S&P 500 Equal Weight Financials ETF shares in Q2 2026, an estimated $56.3K.
Invesco S&P 500 Equal Weight Financials ETF made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #2239 holding.
Corient Private Wealth first reported a position in Invesco S&P 500 Equal Weight Financials ETF in Q1 2023 and has held it in 14 quarters since.
Corient Private Wealth's Invesco S&P 500 Equal Weight Financials ETF position peaked at $561K in Q3 2024.
105 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Financials ETF as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.