Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
CFO
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
Shares
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
$1.37T 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
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close