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

Financial Gravity 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	$1.07K	Buy	+15	New	+$1.13K	﹤0.01%	751
2025 Q4	–	Sell	-70	Closed	-$5.44K	–	898
2025 Q3	$5.44K	Buy	+70	New	+$5.4K	﹤0.01%	669
2025 Q1	$7.25K	Buy	+100	New	+$7.36K	﹤0.01%	666
2024 Q2	–	Sell	-231	Closed	-$14.8K	–	2239
2024 Q1	$14.8K	Buy	231 +87	+60%	+$5.24K	﹤0.01%	625
2023 Q4	$7.71K	Buy	144 +72	+100%	+$3.83K	﹤0.01%	823
2023 Q3	$3.51K	Buy	72 +21	+41%	+$1.11K	﹤0.01%	664
2023 Q2	$28.6K	Buy	51 +1	+2%	+$50	0.08%	120
2023 Q1	$3.71K	Sell	50 -6	-11%	-$342	0.11%	219
2022 Q4	$46K	Sell	56 -301	-84%	-$16.9K	0.24%	61
2022 Q3	$3.79K	Sell	357 -14	-4%	-$780	0.13%	160
2022 Q2	$3.95K	Sell	371 -77	-17%	-$4.44K	0.12%	183
2022 Q1	$4.72K	Sell	448 -576	-56%	-$37.1K	0.13%	153
2021 Q4	$7.03K	Buy	1,024 +940	+1,119%	+$60.6K	0.16%	179
2021 Q3	$61K	Buy	+84	New	+$5.12K	0.03%	490
2020 Q2	–	Sell	-16	Closed	-$1	–	702
2020 Q1	$1	Hold	16	–	–	﹤0.01%	1103
2019 Q4	$1K	Sell	16 -26,769	-100%	-$1.21M	﹤0.01%	1348
2019 Q3	$1.17M	Sell	26,785 -9,592	-26%	-$414K	1.01%	19
2019 Q2	$1.58M	Sell	36,377 -10,100	-22%	-$430K	1.29%	9
2019 Q1	$1.92M	Buy	+46,477	New	+$1.87M	1.55%	10
2018 Q3	$110K	Sell	2,810 -89	-3%	-$3.9K	0.12%	196
2018 Q2	$126K	Sell	2,899 -221	-7%	-$9.71K	0.12%	178
2018 Q1	$137K	Buy	+3,120	New	+$141K	0.14%	154

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

Financial Gravity Asset Management's RSPF Position: Q1 2026 in Review

Financial Gravity Asset Management opened a new position in Invesco S&P 500 Equal Weight Financials ETF (RSPF) in Q1 2026: 15 shares worth $1.07K. The stake represents ﹤0.01% of the portfolio and ranks #751 among its holdings. This is a return to the name: Financial Gravity Asset Management previously reported a position in RSPF as recently as Q3 2025.

Financial Gravity Asset Management first reported a position in RSPF in Q1 2018 and has held it in 22 quarters since. The position peaked at $1.92M in Q1 2019. 95 funds tracked by Wall St. Rank hold RSPF as of Q1 2026.

Financial Gravity Asset Management held 15 shares of Invesco S&P 500 Equal Weight Financials ETF worth $1.07K as of Q1 2026.
Invesco S&P 500 Equal Weight Financials ETF was a new Financial Gravity Asset Management position in Q1 2026.
Invesco S&P 500 Equal Weight Financials ETF made up ﹤0.01% of Financial Gravity Asset Management's portfolio in Q1 2026, its #751 holding.
Financial Gravity Asset Management first reported a position in Invesco S&P 500 Equal Weight Financials ETF in Q1 2018 and has held it in 22 quarters since.
Financial Gravity Asset Management's Invesco S&P 500 Equal Weight Financials ETF position peaked at $1.92M in Q1 2019.
95 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Financials ETF as of Q1 2026.

Based on Financial Gravity Asset Management's 13F filing for Q1 2026, filed 8 May 2026.