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

HHM Wealth Advisors’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 Q2	$140K	Hold	1,800	–	–	0.01%	252
2026 Q1	$129K	Sell	1,800 -747	-29%	-$56.4K	0.01%	235
2025 Q4	$200K	Hold	2,547	–	–	0.02%	196
2025 Q3	$198K	Buy	2,547 +152	+6%	+$11.7K	0.02%	206
2025 Q2	$182K	Buy	2,395 +250	+12%	+$17.8K	0.02%	215
2025 Q1	$156K	Hold	2,145	–	–	0.02%	218
2024 Q4	$155K	Hold	2,145	–	–	0.02%	211
2024 Q3	$148K	Hold	2,145	–	–	0.02%	212
2024 Q2	$131K	Hold	2,145	–	–	0.02%	218
2024 Q1	$138K	Hold	2,145	–	–	0.02%	181
2023 Q4	$126K	Hold	2,145	–	–	0.02%	190
2023 Q3	$109K	Hold	2,145	–	–	0.02%	193
2023 Q2	$110K	Buy	2,145 +345	+19%	+$17.3K	0.02%	199
2023 Q1	$90.8K	Hold	1,800	–	–	0.02%	210
2022 Q4	$102K	Hold	1,800	–	–	0.02%	170
2022 Q3	$92K	Hold	1,800	–	–	0.02%	172
2022 Q2	$96K	Hold	1,800	–	–	0.02%	197
2022 Q1	$115K	Hold	1,800	–	–	0.03%	205
2021 Q4	$116K	Hold	1,800	–	–	0.03%	202
2021 Q3	$110K	Hold	1,800	–	–	0.03%	196
2021 Q2	$108K	Hold	1,800	–	–	0.03%	191
2021 Q1	$100K	Hold	1,800	–	–	0.03%	186
2020 Q4	$86K	Hold	1,800	–	–	0.03%	190
2020 Q3	$69K	Hold	1,800	–	–	0.03%	193
2020 Q2	$67K	Hold	1,800	–	–	0.03%	199
2020 Q1	$57K	Buy	+1,800	New	+$75.8K	0.03%	192

Other funds holding RSPF

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JGCM

Joseph Group Capital Management Columbus, Ohio $476M AUM 21.21% 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

BCP

Blue Chip Partners Farmington Hills, Michigan $1.58B AUM 32% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

ACG

Allen Capital Group Grand Island, Nebraska $1.23B AUM 19.04% 1-Year Est. Return

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

YWM

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

HHM Wealth Advisors's RSPF Position: Q2 2026 in Review

HHM Wealth Advisors held its Invesco S&P 500 Equal Weight Financials ETF (RSPF) position steady in Q2 2026 at 1,800 shares worth $140K. The position accounts for 0.01% of the portfolio, ranked #252.

HHM Wealth Advisors first reported a position in RSPF in Q1 2020 and has held it in 26 quarters since. The position peaked at $200K in Q4 2025. 105 funds tracked by Wall St. Rank hold RSPF as of Q2 2026.

HHM Wealth Advisors held 1,800 shares of Invesco S&P 500 Equal Weight Financials ETF worth $140K as of Q2 2026.
HHM Wealth Advisors left its Invesco S&P 500 Equal Weight Financials ETF share count unchanged in Q2 2026.
Invesco S&P 500 Equal Weight Financials ETF made up 0.01% of HHM Wealth Advisors's portfolio in Q2 2026, its #252 holding.
HHM Wealth Advisors first reported a position in Invesco S&P 500 Equal Weight Financials ETF in Q1 2020 and has held it in 26 quarters since.
HHM Wealth Advisors's Invesco S&P 500 Equal Weight Financials ETF position peaked at $200K in Q4 2025.
105 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Financials ETF as of Q2 2026.

Based on HHM Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.