Harbor Asset Planning’s Invesco S&P 500 Equal Weight Financials ETF RSPF Stock Holding History

Harbor Asset Planning’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	$340K	Buy	4,759 +26	+0.5%	+$1.96K	0.29%	72
2025 Q4	$372K	Sell	4,733 -463	-9%	-$35.4K	0.32%	65
2025 Q3	$404K	Buy	5,196 +20	+0.4%	+$1.54K	0.36%	58
2025 Q2	$394K	Buy	+5,176	New	+$369K	0.38%	59

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 $12.8B AUM 26.53% 1-Year Est. Return

Harbor Asset Planning's RSPF Position: Q1 2026 in Review

Harbor Asset Planning increased its Invesco S&P 500 Equal Weight Financials ETF (RSPF) stake by 0.55% in Q1 2026, buying an estimated $1.96K and bringing the position to 4,759 shares worth $340K. The position accounts for 0.29% of the portfolio, ranked #72.

Harbor Asset Planning first reported a position in RSPF in Q2 2025 and has held it in 4 quarters since. The position peaked at $404K in Q3 2025. 95 funds tracked by Wall St. Rank hold RSPF as of Q1 2026.

Harbor Asset Planning held 4,759 shares of Invesco S&P 500 Equal Weight Financials ETF worth $340K as of Q1 2026.
Harbor Asset Planning bought 26 Invesco S&P 500 Equal Weight Financials ETF shares in Q1 2026, an estimated $1.96K.
Invesco S&P 500 Equal Weight Financials ETF made up 0.29% of Harbor Asset Planning's portfolio in Q1 2026, its #72 holding.
Harbor Asset Planning first reported a position in Invesco S&P 500 Equal Weight Financials ETF in Q2 2025 and has held it in 4 quarters since.
Harbor Asset Planning's Invesco S&P 500 Equal Weight Financials ETF position peaked at $404K in Q3 2025.
95 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Financials ETF as of Q1 2026.

Based on Harbor Asset Planning's 13F filing for Q1 2026, filed 22 Apr 2026.