DHJJ Financial Advisors’s Invesco S&P 500 Equal Weight Financials ETF RSPF Stock Holding History

DHJJ Financial Advisors’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	$20.9K	Hold	270	–	–	0.01%	531
2026 Q1	$19.3K	Hold	270	–	–	0.01%	532
2025 Q4	$21.2K	Hold	270	–	–	0.01%	493
2025 Q3	$21K	Hold	270	–	–	0.01%	482
2025 Q2	$20.6K	Hold	270	–	–	0.01%	470
2025 Q1	$19.6K	Hold	270	–	–	0.01%	433
2024 Q4	$19.5K	Hold	270	–	–	0.01%	419
2024 Q3	$18.6K	Hold	270	–	–	0.01%	418
2024 Q2	$16.6K	Hold	270	–	–	0.01%	395
2024 Q1	$17.3K	Hold	270	–	–	0.01%	381
2023 Q4	$15.8K	Hold	270	–	–	0.01%	384
2023 Q3	$13.7K	Buy	+270	New	+$14.2K	0.01%	394

Other funds holding RSPF

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JGCM

Joseph Group Capital Management Columbus, Ohio $476M AUM 21.21% 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

BCP

Blue Chip Partners Farmington Hills, Michigan $1.58B AUM 32% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 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

YWM

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

DHJJ Financial Advisors's RSPF Position: Q2 2026 in Review

DHJJ Financial Advisors held its Invesco S&P 500 Equal Weight Financials ETF (RSPF) position steady in Q2 2026 at 270 shares worth $20.9K. The position accounts for 0.01% of the portfolio, ranked #531.

DHJJ Financial Advisors first reported a position in RSPF in Q3 2023 and has held it in 12 quarters since. The position peaked at $21.2K in Q4 2025. 106 funds tracked by Wall St. Rank hold RSPF as of Q2 2026.

DHJJ Financial Advisors held 270 shares of Invesco S&P 500 Equal Weight Financials ETF worth $20.9K as of Q2 2026.
DHJJ Financial Advisors left its Invesco S&P 500 Equal Weight Financials ETF share count unchanged in Q2 2026.
Invesco S&P 500 Equal Weight Financials ETF made up 0.01% of DHJJ Financial Advisors's portfolio in Q2 2026, its #531 holding.
DHJJ Financial Advisors first reported a position in Invesco S&P 500 Equal Weight Financials ETF in Q3 2023 and has held it in 12 quarters since.
DHJJ Financial Advisors's Invesco S&P 500 Equal Weight Financials ETF position peaked at $21.2K in Q4 2025.
106 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Financials ETF as of Q2 2026.

Based on DHJJ Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.