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

Freedom Investment 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
Q3 		– Sell
-7,638
Closed -$581K – 574
2025
Q2 		$581K Sell
7,638
-121
-2% -$8.63K 0.05% 397
2025
Q1 		$563K Sell
7,759
-853
-10% -$62.8K 0.05% 395
2024
Q4 		$623K Sell
8,612
-1,526
-15% -$112K 0.05% 355
2024
Q3 		$699K Sell
10,138
-734
-7% -$48.3K 0.06% 330
2024
Q2 		$666K Sell
10,872
-1,998
-16% -$123K 0.05% 336
2024
Q1 		$827K Sell
12,870
-3,909
-23% -$236K 0.07% 302
2023
Q4 		$983K Sell
16,779
-1,243
-7% -$66.1K 0.08% 254
2023
Q3 		$914K Sell
18,022
-5,350
-23% -$282K 0.11% 227
2023
Q2 		$1.2M Sell
23,372
-34,982
-60% -$1.75M 0.13% 191
2023
Q1 		$2.95M Sell
58,354
-43,485
-43% -$2.48M 0.33% 64
2022
Q4 		$5.74M Sell
101,839
-4,908
-5% -$275K 0.65% 16
2022
Q3 		$5.47M Buy
106,747
+133
+0.1% +$7.41K 0.63% 20
2022
Q2 		$5.67M Buy
106,614
+2,117
+2% +$122K 0.61% 21
2022
Q1 		$6.66M Buy
104,497
+52,553
+101% +$3.39M 0.6% 23
2021
Q4 		$3.34M Buy
51,944
+42,158
+431% +$2.72M 0.25% 101
2021
Q3 		$601K Sell
9,786
-199
-2% -$12.1K 0.05% 452
2021
Q2 		$597K Sell
9,985
-851
-8% -$51K 0.04% 485
2021
Q1 		$605K Buy
+10,836
New +$570K 0.05% 462
2018
Q3 		– Sell
-44,651
Closed -$1.89M – 962
2018
Q2 		$1.89M Buy
44,651
+939
+2% +$41.3K 0.11% 178
2018
Q1 		$1.92M Buy
43,712
+1,094
+3% +$49.5K 0.1% 181
2017
Q4 		$1.88M Sell
42,618
-13
-0% -$554 0.1% 170
2017
Q3 		$1.76M Buy
42,631
+5,511
+15% +$220K 0.1% 159
2017
Q2 		$1.47M Buy
37,120
+3,018
+9% +$115K 0.08% 192
2017
Q1 		$1.29M Buy
34,102
+4,061
+14% +$154K 0.07% 222
2016
Q4 		$1.11M Buy
+30,041
New +$1.03M 0.07% 213

Other funds holding RSPF

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
JGCM
Joseph Group Capital Management Columbus, Ohio $400M AUM 18.42% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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 $377B AUM 19.32% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Freedom Investment Management's RSPF Position: Q3 2025 in Review

Freedom Investment Management sold out of Invesco S&P 500 Equal Weight Financials ETF (RSPF) in Q3 2025, closing a stake of 7,638 shares — an estimated $581K sold.

Freedom Investment Management first reported a position in RSPF in Q4 2016 and held it in 25 quarters. The position peaked at $6.66M in Q1 2022. 103 funds tracked by Wall St. Rank hold RSPF as of Q3 2025.

  • Freedom Investment Management reported no remaining Invesco S&P 500 Equal Weight Financials ETF position as of Q3 2025 after selling out during the quarter.
  • Freedom Investment Management sold 7,638 Invesco S&P 500 Equal Weight Financials ETF shares in Q3 2025, an estimated $581K.
  • Freedom Investment Management first reported a position in Invesco S&P 500 Equal Weight Financials ETF in Q4 2016 and held it in 25 quarters.
  • Freedom Investment Management's Invesco S&P 500 Equal Weight Financials ETF position peaked at $6.66M in Q1 2022.
  • 103 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Financials ETF as of Q3 2025.

Based on Freedom Investment Management's 13F filing for Q3 2025, filed 14 Nov 2025.