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Custom Portfolio Group’s Invesco S&P 500 Equal Weight Financials ETF RSPF Stock Holding History

Custom Portfolio Group’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
2024
Q2 		$7.66K Hold
125
– – 0.01% 180
2024
Q1 		$8.03K Hold
125
– – 0.01% 180
2023
Q4 		$7.33K Buy
+125
New +$6.65K 0.01% 176

Other funds holding RSPF

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
JGCM
Joseph Group Capital Management Columbus, Ohio $476M AUM 21.21% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 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
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Custom Portfolio Group's RSPF Position: Q2 2024 in Review

Custom Portfolio Group held its Invesco S&P 500 Equal Weight Financials ETF (RSPF) position steady in Q2 2024 at 125 shares worth $7.66K. The position accounts for 0.01% of the portfolio, ranked #180.

Custom Portfolio Group first reported a position in RSPF in Q4 2023 and has held it in 3 quarters since. The position peaked at $8.03K in Q1 2024. 98 funds tracked by Wall St. Rank hold RSPF as of Q2 2024.

  • Custom Portfolio Group held 125 shares of Invesco S&P 500 Equal Weight Financials ETF worth $7.66K as of Q2 2024.
  • Custom Portfolio Group left its Invesco S&P 500 Equal Weight Financials ETF share count unchanged in Q2 2024.
  • Invesco S&P 500 Equal Weight Financials ETF made up 0.01% of Custom Portfolio Group's portfolio in Q2 2024, its #180 holding.
  • Custom Portfolio Group first reported a position in Invesco S&P 500 Equal Weight Financials ETF in Q4 2023 and has held it in 3 quarters since.
  • Custom Portfolio Group's Invesco S&P 500 Equal Weight Financials ETF position peaked at $8.03K in Q1 2024.
  • 98 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Financials ETF as of Q2 2024.

Based on Custom Portfolio Group's 13F filing for Q2 2024, filed 27 Aug 2024.