Envestnet Portfolio Solutions’s Invesco S&P 500 Equal Weight Financials ETF RSPF Stock Holding History

Envestnet Portfolio Solutions’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	–	Sell	-3,264	Closed	-$256K	–	1470
2025 Q4	$256K	Buy	3,264 +6	+0.2%	+$459	﹤0.01%	1360
2025 Q3	$253K	Sell	3,258 -257	-7%	-$19.8K	﹤0.01%	1324
2025 Q2	$268K	Sell	3,515 -151	-4%	-$10.8K	﹤0.01%	1396
2025 Q1	$266K	Sell	3,666 -1,424	-28%	-$105K	﹤0.01%	1353
2024 Q4	$368K	Buy	+5,090	New	+$373K	﹤0.01%	1391

Other funds holding RSPF

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

JGCM

Joseph Group Capital Management Columbus, Ohio $476M AUM 21.21% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 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

Envestnet Portfolio Solutions's RSPF Position: Q1 2026 in Review

Envestnet Portfolio Solutions sold out of Invesco S&P 500 Equal Weight Financials ETF (RSPF) in Q1 2026, closing a stake of 3,264 shares — an estimated $256K sold.

Envestnet Portfolio Solutions first reported a position in RSPF in Q4 2024 and held it in 5 quarters. The position peaked at $368K in Q4 2024. 95 funds tracked by Wall St. Rank hold RSPF as of Q1 2026.

Envestnet Portfolio Solutions reported no remaining Invesco S&P 500 Equal Weight Financials ETF position as of Q1 2026 after selling out during the quarter.
Envestnet Portfolio Solutions sold 3,264 Invesco S&P 500 Equal Weight Financials ETF shares in Q1 2026, an estimated $256K.
Envestnet Portfolio Solutions first reported a position in Invesco S&P 500 Equal Weight Financials ETF in Q4 2024 and held it in 5 quarters.
Envestnet Portfolio Solutions's Invesco S&P 500 Equal Weight Financials ETF position peaked at $368K in Q4 2024.
95 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Financials ETF as of Q1 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q1 2026, filed 29 Apr 2026.