Empirical Asset Management’s Invesco S&P 500 Equal Weight Financials ETF RSPF Stock Holding History

Empirical Asset Management’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	$514K	Hold	7,202	–	–	0.14%	210
2025 Q4	$565K	Sell	7,202 -100	-1%	-$7.65K	0.16%	180
2025 Q3	$568K	Sell	7,302 -296	-4%	-$22.8K	0.16%	204
2025 Q2	$578K	Sell	7,598 -106	-1%	-$7.56K	0.18%	183
2025 Q1	$559K	Hold	7,704	–	–	0.19%	160
2024 Q4	$558K	Sell	7,704 -271	-3%	-$19.9K	0.18%	153
2024 Q3	$550K	Sell	7,975 -737	-8%	-$48.5K	0.2%	156
2024 Q2	$534K	Sell	8,712 -180	-2%	-$11.1K	0.2%	145
2024 Q1	$571K	Buy	+8,892	New	+$536K	0.28%	96

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

Empirical Asset Management's RSPF Position: Q1 2026 in Review

Empirical Asset Management held its Invesco S&P 500 Equal Weight Financials ETF (RSPF) position steady in Q1 2026 at 7,202 shares worth $514K. The position accounts for 0.14% of the portfolio, ranked #210.

Empirical Asset Management first reported a position in RSPF in Q1 2024 and has held it in 9 quarters since. The position peaked at $578K in Q2 2025. 95 funds tracked by Wall St. Rank hold RSPF as of Q1 2026.

Empirical Asset Management held 7,202 shares of Invesco S&P 500 Equal Weight Financials ETF worth $514K as of Q1 2026.
Empirical Asset Management left its Invesco S&P 500 Equal Weight Financials ETF share count unchanged in Q1 2026.
Invesco S&P 500 Equal Weight Financials ETF made up 0.14% of Empirical Asset Management's portfolio in Q1 2026, its #210 holding.
Empirical Asset Management first reported a position in Invesco S&P 500 Equal Weight Financials ETF in Q1 2024 and has held it in 9 quarters since.
Empirical Asset Management's Invesco S&P 500 Equal Weight Financials ETF position peaked at $578K in Q2 2025.
95 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Financials ETF as of Q1 2026.

Based on Empirical Asset Management's 13F filing for Q1 2026, filed 11 May 2026.