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

IHT Wealth Management’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	-17,947	Closed	-$1.3M	–	1189
2025 Q1	$1.3M	Buy	+17,947	New	+$1.32M	0.04%	400
2024 Q1	–	Sell	-26,310	Closed	-$1.54M	–	1060
2023 Q4	$1.54M	Buy	+26,310	New	+$1.4M	0.07%	275
2018 Q2	–	Sell	-152	Closed	-$7K	–	1151
2018 Q1	$7K	Hold	152	–	–	﹤0.01%	1273
2017 Q4	$7K	Buy	+152	New	+$6.48K	﹤0.01%	1272

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

IHT Wealth Management's RSPF Position: Q2 2025 in Review

IHT Wealth Management sold out of Invesco S&P 500 Equal Weight Financials ETF (RSPF) in Q2 2025, closing a stake of 17,947 shares — an estimated $1.3M sold.

IHT Wealth Management first reported a position in RSPF in Q4 2017 and held it in 4 quarters. The position peaked at $1.54M in Q4 2023. 103 funds tracked by Wall St. Rank hold RSPF as of Q2 2025.

IHT Wealth Management reported no remaining Invesco S&P 500 Equal Weight Financials ETF position as of Q2 2025 after selling out during the quarter.
IHT Wealth Management sold 17,947 Invesco S&P 500 Equal Weight Financials ETF shares in Q2 2025, an estimated $1.3M.
IHT Wealth Management first reported a position in Invesco S&P 500 Equal Weight Financials ETF in Q4 2017 and held it in 4 quarters.
IHT Wealth Management's Invesco S&P 500 Equal Weight Financials ETF position peaked at $1.54M in Q4 2023.
103 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Financials ETF as of Q2 2025.

Based on IHT Wealth Management's 13F filing for Q2 2025, filed 14 Aug 2025.