CVA Family Office’s Invesco S&P 500 Equal Weight Financials ETF RSPF Stock Holding History

CVA Family Office’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	–	Sell	-150	Closed	-$11.8K	–	1868
2025 Q4	$11.8K	Hold	150	–	–	﹤0.01%	771
2025 Q3	$11.7K	Hold	150	–	–	﹤0.01%	781
2025 Q2	$11.4K	Hold	150	–	–	﹤0.01%	776
2025 Q1	$10.9K	Hold	150	–	–	﹤0.01%	778
2024 Q4	$10.9K	Hold	150	–	–	﹤0.01%	777
2024 Q3	$10.3K	Hold	150	–	–	﹤0.01%	753
2024 Q2	$9.2K	Hold	150	–	–	﹤0.01%	754
2024 Q1	$9.64K	Hold	150	–	–	﹤0.01%	746
2023 Q4	$8.79K	Buy	+150	New	+$7.98K	﹤0.01%	739
2023 Q3	–	Sell	-150	Closed	-$7.68K	–	798
2023 Q2	$7.68K	Hold	150	–	–	﹤0.01%	750
2023 Q1	$7.57K	Hold	150	–	–	﹤0.01%	722
2022 Q4	$8.46K	Hold	150	–	–	﹤0.01%	679
2022 Q3	$8K	Hold	150	–	–	﹤0.01%	663
2022 Q2	$8K	Hold	150	–	–	﹤0.01%	682
2022 Q1	$10K	Hold	150	–	–	﹤0.01%	684
2021 Q4	$10K	Hold	150	–	–	﹤0.01%	655
2021 Q3	$6K	Hold	150	–	–	﹤0.01%	317
2021 Q2	$9K	Hold	150	–	–	﹤0.01%	679
2021 Q1	$8K	Hold	150	–	–	﹤0.01%	556
2020 Q4	$7K	Hold	150	–	–	﹤0.01%	313
2020 Q3	$6K	Hold	150	–	–	﹤0.01%	317
2020 Q2	$6K	Hold	150	–	–	﹤0.01%	280
2020 Q1	$5K	Buy	+150	New	+$6.32K	0.01%	273

Other funds holding RSPF

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JGCM

Joseph Group Capital Management Columbus, Ohio $476M AUM 21.21% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 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

CVA Family Office's RSPF Position: Q1 2026 in Review

CVA Family Office sold out of Invesco S&P 500 Equal Weight Financials ETF (RSPF) in Q1 2026, closing a stake of 150 shares — an estimated $11.8K sold.

CVA Family Office first reported a position in RSPF in Q1 2020 and held it in 23 quarters. The position peaked at $11.8K in Q4 2025. 95 funds tracked by Wall St. Rank hold RSPF as of Q1 2026.

CVA Family Office reported no remaining Invesco S&P 500 Equal Weight Financials ETF position as of Q1 2026 after selling out during the quarter.
CVA Family Office sold 150 Invesco S&P 500 Equal Weight Financials ETF shares in Q1 2026, an estimated $11.8K.
CVA Family Office first reported a position in Invesco S&P 500 Equal Weight Financials ETF in Q1 2020 and held it in 23 quarters.
CVA Family Office's Invesco S&P 500 Equal Weight Financials ETF position peaked at $11.8K in Q4 2025.
95 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Financials ETF as of Q1 2026.

Based on CVA Family Office's 13F filing for Q1 2026, filed 29 Apr 2026.