IFP Advisors’s Invesco S&P 500 Equal Weight Financials ETF RSPF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $26.5K | Sell |
371
-80
| -18% | -$6.04K | ﹤0.01% | 2623 |
|
|
2025
Q4 | $35.4K | Buy |
+451
| New | +$34.5K | ﹤0.01% | 2389 |
|
|
2023
Q2 | – | Sell |
-562
| Closed | -$24.7K | – | 3554 |
|
|
2023
Q1 | $24.7K | Hold |
562
| – | – | ﹤0.01% | 1928 |
|
|
2022
Q4 | $26K | Sell |
562
-233
| -29% | -$13.1K | ﹤0.01% | 2695 |
|
|
2022
Q3 | $37K | Buy |
795
+3
| +0.4% | +$167 | ﹤0.01% | 2621 |
|
|
2022
Q2 | $37K | Hold |
792
| – | – | ﹤0.01% | 2381 |
|
|
2022
Q1 | $37K | Buy |
792
+185
| +30% | +$11.9K | ﹤0.01% | 2381 |
|
|
2021
Q4 | $39K | Buy |
607
+1
| +0.2% | +$64 | ﹤0.01% | 1654 |
|
|
2021
Q3 | $36K | Sell |
606
-40
| -6% | -$2.44K | ﹤0.01% | 1719 |
|
|
2021
Q2 | $38K | Sell |
646
-14
| -2% | -$839 | ﹤0.01% | 1642 |
|
|
2021
Q1 | $38K | Sell |
660
-213
| -24% | -$11.2K | ﹤0.01% | 1581 |
|
|
2020
Q4 | $43K | Buy |
873
+1
| +0.1% | +$44 | ﹤0.01% | 1497 |
|
|
2020
Q3 | $33K | Buy |
872
+2
| +0.2% | +$77 | ﹤0.01% | 1435 |
|
|
2020
Q2 | $32K | Sell |
870
-227
| -21% | -$8.06K | ﹤0.01% | 1402 |
|
|
2020
Q1 | $36K | Sell |
1,097
-1,544
| -58% | -$65K | ﹤0.01% | 1264 |
|
|
2019
Q4 | $124K | Sell |
2,641
-179
| -6% | -$8.07K | 0.01% | 842 |
|
|
2019
Q3 | $124K | Buy |
+2,820
| New | +$122K | 0.01% | 958 |
|
|
2019
Q1 | – | Sell |
-3,536
| Closed | -$127K | – | 3219 |
|
|
2018
Q4 | $127K | Sell |
3,536
-2,026
| -36% | -$81K | 0.01% | 1074 |
|
|
2018
Q3 | $239K | Sell |
5,562
-13,528
| -71% | -$593K | 0.01% | 984 |
|
|
2018
Q2 | $808K | Sell |
19,090
-551
| -3% | -$24.2K | 0.03% | 481 |
|
|
2018
Q1 | $867K | Hold |
19,641
| – | – | 0.04% | 437 |
|
|
2017
Q4 | $867K | Buy |
19,641
+19,046
| +3,201% | +$812K | 0.04% | 438 |
|
|
2017
Q3 | $25K | Hold |
595
| – | – | ﹤0.01% | 2457 |
|
|
2017
Q2 | $24K | Hold |
595
| – | – | ﹤0.01% | 2476 |
|
|
2017
Q1 | $22K | Hold |
595
| – | – | ﹤0.01% | 2446 |
|
|
2016
Q4 | $22K | Hold |
595
| – | – | ﹤0.01% | 2392 |
|
|
2016
Q3 | $19K | Sell |
595
-257
| -30% | -$7.96K | ﹤0.01% | 2445 |
|
|
2016
Q2 | $25K | Buy |
+852
| New | +$25.4K | ﹤0.01% | 2207 |
|
|
2016
Q1 | – | Sell |
-852
| Closed | -$26K | – | 3220 |
|
|
2015
Q4 | $26K | Buy |
+852
| New | +$25.9K | ﹤0.01% | 2017 |
|
Other funds holding RSPF
JGCM
JPLA
DIP
ACG
FFA