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 Q2	$542K	Sell	6,985 -217	-3%	-$16.4K	0.12%	225
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 $1.55T 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

Empirical Asset Management's RSPF Position: Q2 2026 in Review

Empirical Asset Management reduced its Invesco S&P 500 Equal Weight Financials ETF (RSPF) stake by 3% in Q2 2026, selling an estimated $16.4K and leaving 6,985 shares worth $542K. The position accounts for 0.12% of the portfolio, ranked #225.

Empirical Asset Management first reported a position in RSPF in Q1 2024 and has held it in 10 quarters since. The position peaked at $578K in Q2 2025. 106 funds tracked by Wall St. Rank hold RSPF as of Q2 2026.

Empirical Asset Management held 6,985 shares of Invesco S&P 500 Equal Weight Financials ETF worth $542K as of Q2 2026.
Empirical Asset Management sold 217 Invesco S&P 500 Equal Weight Financials ETF shares in Q2 2026, an estimated $16.4K.
Invesco S&P 500 Equal Weight Financials ETF made up 0.12% of Empirical Asset Management's portfolio in Q2 2026, its #225 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 10 quarters since.
Empirical Asset Management's Invesco S&P 500 Equal Weight Financials ETF position peaked at $578K in Q2 2025.
106 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Financials ETF as of Q2 2026.

Based on Empirical Asset Management's 13F filing for Q2 2026, filed 10 Aug 2026.