FWM
RSPF icon

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

ForthRight Wealth 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
2025
Q2 		– Sell
-31,678
Closed -$2.3M – 71
2025
Q1 		$2.3M Sell
31,678
-636
-2% -$46.8K 0.77% 20
2024
Q4 		$2.34M Sell
32,314
-3,853
-11% -$282K 0.78% 22
2024
Q3 		$2.5M Sell
36,167
-2,026
-5% -$133K 0.83% 20
2024
Q2 		$2.34M Sell
38,193
-1,467
-4% -$90.4K 0.84% 21
2024
Q1 		$2.55M Sell
39,660
-2,025
-5% -$122K 0.91% 21
2023
Q4 		$2.44M Buy
41,685
+1,043
+3% +$55.5K 0.95% 21
2023
Q3 		$2.06M Buy
40,642
+136
+0.3% +$7.17K 0.89% 22
2023
Q2 		$2.07M Sell
40,506
-165
-0.4% -$8.26K 0.87% 24
2023
Q1 		$2.05M Buy
40,671
+65
+0.2% +$3.71K 0.94% 20
2022
Q4 		$2.29M Buy
40,606
+938
+2% +$52.6K 1.17% 17
2022
Q3 		$2.03M Buy
39,668
+1,060
+3% +$59.1K 1.19% 15
2022
Q2 		$2.05M Buy
38,608
+4,997
+15% +$288K 1.14% 15
2022
Q1 		$2.14M Buy
33,611
+9,694
+41% +$625K 1.11% 15
2021
Q4 		$1.54M Sell
23,917
-1,043
-4% -$67.2K 0.84% 19
2021
Q3 		$1.53M Buy
24,960
+394
+2% +$24K 0.93% 18
2021
Q2 		$1.47M Sell
24,566
-204
-0.8% -$12.2K 0.93% 15
2021
Q1 		$1.38M Sell
24,770
-4,129
-14% -$217K 0.94% 15
2020
Q4 		$1.39M Buy
+28,899
New +$1.26M 1.09% 12

Other funds holding RSPF

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JGCM
Joseph Group Capital Management Columbus, Ohio $476M AUM 21.21% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

ForthRight Wealth Management's RSPF Position: Q2 2025 in Review

ForthRight Wealth Management sold out of Invesco S&P 500 Equal Weight Financials ETF (RSPF) in Q2 2025, closing a stake of 31,678 shares — an estimated $2.3M sold.

ForthRight Wealth Management first reported a position in RSPF in Q4 2020 and held it in 18 quarters. The position peaked at $2.55M in Q1 2024. 103 funds tracked by Wall St. Rank hold RSPF as of Q2 2025.

  • ForthRight Wealth Management reported no remaining Invesco S&P 500 Equal Weight Financials ETF position as of Q2 2025 after selling out during the quarter.
  • ForthRight Wealth Management sold 31,678 Invesco S&P 500 Equal Weight Financials ETF shares in Q2 2025, an estimated $2.3M.
  • ForthRight Wealth Management first reported a position in Invesco S&P 500 Equal Weight Financials ETF in Q4 2020 and held it in 18 quarters.
  • ForthRight Wealth Management's Invesco S&P 500 Equal Weight Financials ETF position peaked at $2.55M in Q1 2024.
  • 103 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Financials ETF as of Q2 2025.

Based on ForthRight Wealth Management's 13F filing for Q2 2025, filed 28 Jul 2025.