Evoke Wealth’s Invesco S&P 500 Equal Weight Financials ETF RSPF Stock Holding History

Evoke Wealth’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	–	Sell	-10,029	Closed	-$716K	–	511
2026 Q1	$716K	Hold	10,029	–	–	0.01%	337
2025 Q4	$787K	Buy	+10,029	New	+$767K	0.01%	306

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

Evoke Wealth's RSPF Position: Q2 2026 in Review

Evoke Wealth sold out of Invesco S&P 500 Equal Weight Financials ETF (RSPF) in Q2 2026, closing a stake of 10,029 shares — an estimated $716K sold.

Evoke Wealth first reported a position in RSPF in Q4 2025 and held it in 2 quarters. The position peaked at $787K in Q4 2025. 106 funds tracked by Wall St. Rank hold RSPF as of Q2 2026.

Evoke Wealth reported no remaining Invesco S&P 500 Equal Weight Financials ETF position as of Q2 2026 after selling out during the quarter.
Evoke Wealth sold 10,029 Invesco S&P 500 Equal Weight Financials ETF shares in Q2 2026, an estimated $716K.
Evoke Wealth first reported a position in Invesco S&P 500 Equal Weight Financials ETF in Q4 2025 and held it in 2 quarters.
Evoke Wealth's Invesco S&P 500 Equal Weight Financials ETF position peaked at $787K 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 Evoke Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.