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 Q3	$371K	Buy	4,795 +19	+0.4%	+$1.57K	0.28%	71
2026 Q2	$370K	Buy	4,776 +17	+0.4%	+$1.29K	0.28%	72
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

Joseph Group Capital Management Columbus, Ohio $562M AUM 15.17% 1-Year Est. Return

JPLA

Joseph P. Lucia & Associates Yorktown Heights, New York $346M AUM 20.07% 1-Year Est. Return

Davis Investment Partners Charlotte, North Carolina $322M AUM 27.74% 1-Year Est. Return

Allen Capital Group Grand Island, Nebraska $1.25B AUM 13.65% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Yoder Wealth Management Walnut Creek, California $265M AUM 16.95% 1-Year Est. Return

Arkansas Financial Group Little Rock, Arkansas $751M AUM 9.21% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.53B AUM 12.98% 1-Year Est. Return

Walker Asset Management Verona, Missouri $197M AUM 22.74% 1-Year Est. Return

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

Harbor Asset Planning's RSPF Position: Q3 2026 in Review

Harbor Asset Planning increased its Invesco S&P 500 Equal Weight Financials ETF (RSPF) stake by 0.4% in Q3 2026, buying an estimated $1.57K and bringing the position to 4,795 shares worth $371K. The position accounts for 0.28% of the portfolio, ranked #71.

Harbor Asset Planning first reported a position in RSPF in Q2 2025 and has held it in 6 quarters since. The position peaked at $404K in Q3 2025. 43 funds tracked by Wall St. Rank hold RSPF as of Q3 2026.

Harbor Asset Planning held 4,795 shares of Invesco S&P 500 Equal Weight Financials ETF worth $371K as of Q3 2026.
Harbor Asset Planning bought 19 Invesco S&P 500 Equal Weight Financials ETF shares in Q3 2026, an estimated $1.57K.
Invesco S&P 500 Equal Weight Financials ETF made up 0.28% of Harbor Asset Planning's portfolio in Q3 2026, its #71 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 6 quarters since.
Harbor Asset Planning's Invesco S&P 500 Equal Weight Financials ETF position peaked at $404K in Q3 2025.
43 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Financials ETF as of Q3 2026.

Based on Harbor Asset Planning's 13F filing for Q3 2026, filed 23 Oct 2026.