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

Financial Gravity Companies’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	$1.16K	Buy	+15	New	+$1.13K	﹤0.01%	802
2025 Q2	$6.47K	Buy	+85	New	+$6.07K	﹤0.01%	652
2024 Q4	$7.24K	Buy	100 +30	+43%	+$2.2K	﹤0.01%	631
2024 Q3	$4.83K	Buy	+70	New	+$4.6K	﹤0.01%	435
2018 Q4	$125K	Buy	+3,086	New	+$123K	0.11%	180
2018 Q1	$137K	Buy	3,120 +49	+2%	+$2.22K	0.14%	154
2017 Q4	$142K	Buy	+3,071	New	+$131K	0.16%	126

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

Financial Gravity Companies's RSPF Position: Q2 2026 in Review

Financial Gravity Companies opened a new position in Invesco S&P 500 Equal Weight Financials ETF (RSPF) in Q2 2026: 15 shares worth $1.16K. The stake represents ﹤0.01% of the portfolio and ranks #802 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in RSPF as recently as Q2 2025.

Financial Gravity Companies first reported a position in RSPF in Q4 2017 and has held it in 7 quarters since. The position peaked at $142K in Q4 2017. 105 funds tracked by Wall St. Rank hold RSPF as of Q2 2026.

Financial Gravity Companies held 15 shares of Invesco S&P 500 Equal Weight Financials ETF worth $1.16K as of Q2 2026.
Invesco S&P 500 Equal Weight Financials ETF was a new Financial Gravity Companies position in Q2 2026.
Invesco S&P 500 Equal Weight Financials ETF made up ﹤0.01% of Financial Gravity Companies's portfolio in Q2 2026, its #802 holding.
Financial Gravity Companies first reported a position in Invesco S&P 500 Equal Weight Financials ETF in Q4 2017 and has held it in 7 quarters since.
Financial Gravity Companies's Invesco S&P 500 Equal Weight Financials ETF position peaked at $142K in Q4 2017.
105 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Financials ETF as of Q2 2026.

Based on Financial Gravity Companies's 13F filing for Q2 2026, filed 5 Aug 2026.