Corient Private Wealth
RSPF icon

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
Q1 		$472K Sell
7,091
-6,141
-46% -$464K ﹤0.01% 2059
2025
Q4 		$1.04M Buy
13,232
+6,616
+100% +$506K ﹤0.01% 1865
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JGCM
Joseph Group Capital Management Columbus, Ohio $400M AUM 18.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JPLA
Joseph P. Lucia & Associates Yorktown Heights, New York $280M AUM 18.25% 1-Year Est. Return
DIP
Davis Investment Partners Charlotte, North Carolina $283M AUM 24.98% 1-Year Est. Return
LPL Financial
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
ACG
Allen Capital Group Grand Island, Nebraska $1.12B AUM 13.85% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $10.6B AUM 19.99% 1-Year Est. Return