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

Creative 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	$565K	Sell	7,919 -1,296	-14%	-$97.9K	﹤0.01%	2939
2025 Q4	$723K	Sell	9,215 -418	-4%	-$32K	﹤0.01%	2543
2025 Q3	$749K	Buy	9,633 +1	+0%	+$77	﹤0.01%	2387
2025 Q2	$733K	Buy	9,632 +1,026	+12%	+$73.2K	﹤0.01%	2114
2025 Q1	$624K	Sell	8,606 -429	-5%	-$31.6K	﹤0.01%	2095
2024 Q4	$654K	Sell	9,035 -549	-6%	-$40.2K	﹤0.01%	1978
2024 Q3	$661K	Buy	9,584 +1	+0%	+$66	﹤0.01%	1857
2024 Q2	$587K	Sell	9,583 -178	-2%	-$11K	﹤0.01%	1821
2024 Q1	$627K	Sell	9,761 -74	-0.8%	-$4.46K	﹤0.01%	1693
2023 Q4	$576K	Sell	9,835 -858	-8%	-$45.6K	﹤0.01%	1606
2023 Q3	$542K	Buy	10,693 +127	+1%	+$6.69K	﹤0.01%	1512
2023 Q2	$541K	Buy	10,566 +2,566	+32%	+$128K	﹤0.01%	1496
2023 Q1	$404K	Sell	8,000 -338	-4%	-$19.3K	﹤0.01%	1616
2022 Q4	$470K	Sell	8,338 -499	-6%	-$28K	﹤0.01%	1462
2022 Q3	$453K	Sell	8,837 -697	-7%	-$38.8K	﹤0.01%	1395
2022 Q2	$507K	Buy	9,534 +250	+3%	+$14.4K	﹤0.01%	1308
2022 Q1	$591K	Sell	9,284 -142	-2%	-$9.16K	﹤0.01%	1243
2021 Q4	$607K	Buy	9,426 +37	+0.4%	+$2.39K	﹤0.01%	1201
2021 Q3	$576K	Buy	9,389 +1,040	+12%	+$63.3K	﹤0.01%	1216
2021 Q2	$499K	Buy	+8,349	New	+$500K	﹤0.01%	1284
2017 Q3	–	Sell	-474	Closed	-$19K	–	3346
2017 Q2	$19K	Buy	+474	New	+$18K	﹤0.01%	3225
2015 Q4	–	Sell	-286	Closed	-$8K	–	4548
2015 Q3	$8K	Buy	+286	New	+$8.69K	﹤0.01%	3356

Other funds holding RSPF

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 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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

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

Creative Planning's RSPF Position: Q1 2026 in Review

Creative Planning reduced its Invesco S&P 500 Equal Weight Financials ETF (RSPF) stake by 14% in Q1 2026, selling an estimated $97.9K and leaving 7,919 shares worth $565K. The position accounts for ﹤0.01% of the portfolio, ranked #2939.

Creative Planning first reported a position in RSPF in Q3 2015 and has held it in 22 quarters since. The position peaked at $749K in Q3 2025. 95 funds tracked by Wall St. Rank hold RSPF as of Q1 2026.

Creative Planning held 7,919 shares of Invesco S&P 500 Equal Weight Financials ETF worth $565K as of Q1 2026.
Creative Planning sold 1,296 Invesco S&P 500 Equal Weight Financials ETF shares in Q1 2026, an estimated $97.9K.
Invesco S&P 500 Equal Weight Financials ETF made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #2939 holding.
Creative Planning first reported a position in Invesco S&P 500 Equal Weight Financials ETF in Q3 2015 and has held it in 22 quarters since.
Creative Planning's Invesco S&P 500 Equal Weight Financials ETF position peaked at $749K in Q3 2025.
95 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Financials ETF as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.