CX Institutional’s Invesco S&P 500 Equal Weight Financials ETF RSPF Stock Holding History

CX Institutional’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 Q3	$40K	Buy	515 +1	+0.2%	+$83	﹤0.01%	1064
2026 Q2	$40K	Sell	514 -5,144	-91%	-$389K	﹤0.01%	1022
2026 Q1	$404K	Buy	5,658 +5,634	+23,475%	+$425K	0.01%	513
2025 Q4	$2K	Sell	24 -243	-91%	-$18.6K	﹤0.01%	1395
2025 Q3	$21K	Buy	267 +257	+2,570%	+$19.8K	﹤0.01%	1093
2025 Q2	$1K	Sell	10 -15,381	-100%	-$1.1M	﹤0.01%	1199
2025 Q1	$1.12M	Buy	+15,391	New	+$1.13M	0.04%	256
2023 Q1	–	Sell	-16,620	Closed	-$938K	–	568
2022 Q4	$938K	Buy	+16,620	New	+$932K	0.06%	284

Other funds holding RSPF

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Yoder Wealth Management Walnut Creek, California $265M AUM 16.95% 1-Year Est. Return

Walker Asset Management Verona, Missouri $197M AUM 22.74% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return

Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return

Perryman Financial Advisory Dallas, Texas $791M AUM 21.08% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

McAdam LLC Philadelphia, Pennsylvania $2.66B AUM 14.82% 1-Year Est. Return

Private Trust Company Cleveland, Ohio $1.27B AUM 20.99% 1-Year Est. Return

CX Institutional's RSPF Position: Q3 2026 in Review

CX Institutional increased its Invesco S&P 500 Equal Weight Financials ETF (RSPF) stake by 0.19% in Q3 2026, buying an estimated $83 and bringing the position to 515 shares worth $40K. The position accounts for ﹤0.01% of the portfolio, ranked #1064.

CX Institutional first reported a position in RSPF in Q4 2022 and has held it in 8 quarters since. The position peaked at $1.12M in Q1 2025. 15 funds tracked by Wall St. Rank hold RSPF as of Q3 2026.

CX Institutional held 515 shares of Invesco S&P 500 Equal Weight Financials ETF worth $40K as of Q3 2026.
CX Institutional bought 1 Invesco S&P 500 Equal Weight Financials ETF share in Q3 2026, an estimated $83.
Invesco S&P 500 Equal Weight Financials ETF made up ﹤0.01% of CX Institutional's portfolio in Q3 2026, its #1064 holding.
CX Institutional first reported a position in Invesco S&P 500 Equal Weight Financials ETF in Q4 2022 and has held it in 8 quarters since.
CX Institutional's Invesco S&P 500 Equal Weight Financials ETF position peaked at $1.12M in Q1 2025.
15 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Financials ETF as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.