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 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

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

YWM

Yoder Wealth Management Walnut Creek, California $256M AUM 23.47% 1-Year Est. Return

AFG

Arkansas Financial Group Little Rock, Arkansas $768M AUM 16.55% 1-Year Est. Return

WAM

Walker Asset Management Verona, Missouri $198M AUM 27.67% 1-Year Est. Return

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

FFN

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

Friedenthal Financial Marlton, New Jersey $217M AUM 21.15% 1-Year Est. Return

HAP

Harbor Asset Planning Belmont, Massachusetts $133M AUM 24.86% 1-Year Est. Return

OCPWS

One Charles Private Wealth Services Hingham, Massachusetts $434M AUM 22.37% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

CX Institutional's RSPF Position: Q2 2026 in Review

CX Institutional reduced its Invesco S&P 500 Equal Weight Financials ETF (RSPF) stake by 91% in Q2 2026, selling an estimated $389K and leaving 514 shares worth $40K. The position accounts for ﹤0.01% of the portfolio, ranked #1022.

CX Institutional first reported a position in RSPF in Q4 2022 and has held it in 7 quarters since. The position peaked at $1.12M in Q1 2025. 17 funds tracked by Wall St. Rank hold RSPF as of Q2 2026.

CX Institutional held 514 shares of Invesco S&P 500 Equal Weight Financials ETF worth $40K as of Q2 2026.
CX Institutional sold 5,144 Invesco S&P 500 Equal Weight Financials ETF shares in Q2 2026, an estimated $389K.
Invesco S&P 500 Equal Weight Financials ETF made up ﹤0.01% of CX Institutional's portfolio in Q2 2026, its #1022 holding.
CX Institutional first reported a position in Invesco S&P 500 Equal Weight Financials ETF in Q4 2022 and has held it in 7 quarters since.
CX Institutional's Invesco S&P 500 Equal Weight Financials ETF position peaked at $1.12M in Q1 2025.
17 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Financials ETF as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.