Guardian Wealth Management (Illinois)’s Invesco S&P 500 Equal Weight Financials ETF RSPF Stock Holding History

Guardian Wealth Management (Illinois)’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	-108	Closed	-$7.88K	–	164
2025 Q1	$7.88K	Hold	108	–	–	0.01%	173
2024 Q4	$7.83K	Hold	108	–	–	0.01%	180
2024 Q3	$7.45K	Buy	108 +1	+0.9%	+$66	0.01%	186
2024 Q2	$6.57K	Hold	107	–	–	0.01%	184
2024 Q1	$6.86K	Buy	107 +1	+0.9%	+$60	0.01%	180
2023 Q4	$6.23K	Hold	106	–	–	0.01%	186
2023 Q3	$5.36K	Buy	106 +1	+1%	+$53	0.01%	182
2023 Q2	$5.38K	Buy	105 +1	+1%	+$50	﹤0.01%	179
2023 Q1	$5.27K	Hold	104	–	–	0.01%	187
2022 Q4	$5.85K	Sell	104 -206	-66%	-$11.6K	0.01%	190
2022 Q3	$16K	Buy	310 +4	+1%	+$223	0.02%	144
2022 Q2	$16K	Buy	306 +1	+0.3%	+$58	0.02%	145
2022 Q1	$19K	Buy	305 +1	+0.3%	+$64	0.02%	154
2021 Q4	$20K	Buy	+304	New	+$19.6K	0.02%	152

Other funds holding RSPF

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

JGCM

Joseph Group Capital Management Columbus, Ohio $400M AUM 18.42% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Guardian Wealth Management (Illinois)'s RSPF Position: Q2 2025 in Review

Guardian Wealth Management (Illinois) sold out of Invesco S&P 500 Equal Weight Financials ETF (RSPF) in Q2 2025, closing a stake of 108 shares — an estimated $7.88K sold.

Guardian Wealth Management (Illinois) first reported a position in RSPF in Q4 2021 and held it in 14 quarters. The position peaked at $20K in Q4 2021. 103 funds tracked by Wall St. Rank hold RSPF as of Q2 2025.

Guardian Wealth Management (Illinois) reported no remaining Invesco S&P 500 Equal Weight Financials ETF position as of Q2 2025 after selling out during the quarter.
Guardian Wealth Management (Illinois) sold 108 Invesco S&P 500 Equal Weight Financials ETF shares in Q2 2025, an estimated $7.88K.
Guardian Wealth Management (Illinois) first reported a position in Invesco S&P 500 Equal Weight Financials ETF in Q4 2021 and held it in 14 quarters.
Guardian Wealth Management (Illinois)'s Invesco S&P 500 Equal Weight Financials ETF position peaked at $20K in Q4 2021.
103 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Financials ETF as of Q2 2025.

Based on Guardian Wealth Management (Illinois)'s 13F filing for Q2 2025, filed 14 Aug 2025.