IMA Advisory Services’s Invesco S&P 500 Equal Weight Financials ETF RSPF Stock Holding History

IMA Advisory Services’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	$309K	Hold	3,985	–	–	0.02%	282
2026 Q1	$284K	Hold	3,985	–	–	0.03%	165
2025 Q4	$313K	Hold	3,985	–	–	0.03%	163
2025 Q3	$310K	Hold	3,985	–	–	0.03%	153
2025 Q2	$303K	Hold	3,985	–	–	0.03%	156
2025 Q1	$289K	Hold	3,985	–	–	0.03%	160
2024 Q4	$288K	Hold	3,985	–	–	0.03%	159
2024 Q3	$275K	Hold	3,985	–	–	0.06%	130
2024 Q2	$244K	Hold	3,985	–	–	0.11%	72
2024 Q1	$256K	Hold	3,985	–	–	0.12%	70
2023 Q4	$234K	Hold	3,985	–	–	0.12%	66
2023 Q3	$202K	Hold	3,985	–	–	0.05%	133
2023 Q2	$204K	Sell	3,985 -1,445	-27%	-$72.3K	0.05%	131
2023 Q1	$274K	Sell	5,430 -190	-3%	-$10.8K	0.07%	125
2022 Q4	$317K	Sell	5,620 -841	-13%	-$47.2K	0.08%	124
2022 Q3	$331K	Sell	6,461 -645	-9%	-$35.9K	0.09%	121
2022 Q2	$378K	Sell	7,106 -308	-4%	-$17.8K	0.09%	124
2022 Q1	$472K	Sell	7,414 -86	-1%	-$5.55K	0.11%	98
2021 Q4	$483K	Sell	7,500 -40	-0.5%	-$2.58K	0.11%	105
2021 Q3	$463K	Hold	7,540	–	–	0.11%	103
2021 Q2	$451K	Sell	7,540 -153	-2%	-$9.17K	0.11%	102
2021 Q1	$429K	Sell	7,693 -18	-0.2%	-$947	0.11%	100
2020 Q4	$370K	Sell	7,711 -2,106	-21%	-$91.6K	0.1%	98
2020 Q3	$374K	Sell	9,817 -541	-5%	-$20.9K	0.13%	100
2020 Q2	$386K	Sell	10,358 -18,995	-65%	-$675K	0.14%	98
2020 Q1	$922K	Sell	29,353 -689	-2%	-$29K	0.41%	71
2019 Q4	$1.41M	Sell	30,042 -1,417	-5%	-$63.9K	0.52%	63
2019 Q3	$1.37M	Sell	31,459 -910	-3%	-$39.3K	0.52%	65
2019 Q2	$1.4M	Sell	32,369 -3,223	-9%	-$137K	0.52%	68
2019 Q1	$1.43M	Buy	35,592 +1,692	+5%	+$68.1K	0.56%	68
2018 Q4	$1.23M	Sell	33,900 -4,003	-11%	-$160K	0.57%	64
2018 Q3	$1.63M	Sell	37,903 -378	-1%	-$16.6K	0.64%	62
2018 Q2	$1.62M	Buy	38,281 +17,779	+87%	+$781K	0.67%	61
2018 Q1	$899K	Buy	+20,502	New	+$928K	0.4%	76

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

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

YWM

Yoder Wealth Management Walnut Creek, California $256M AUM 23.47% 1-Year Est. Return

IMA Advisory Services's RSPF Position: Q2 2026 in Review

IMA Advisory Services held its Invesco S&P 500 Equal Weight Financials ETF (RSPF) position steady in Q2 2026 at 3,985 shares worth $309K. The position accounts for 0.02% of the portfolio, ranked #282.

IMA Advisory Services first reported a position in RSPF in Q1 2018 and has held it in 34 quarters since. The position peaked at $1.63M in Q3 2018. 106 funds tracked by Wall St. Rank hold RSPF as of Q2 2026.

IMA Advisory Services held 3,985 shares of Invesco S&P 500 Equal Weight Financials ETF worth $309K as of Q2 2026.
IMA Advisory Services 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 0.02% of IMA Advisory Services's portfolio in Q2 2026, its #282 holding.
IMA Advisory Services first reported a position in Invesco S&P 500 Equal Weight Financials ETF in Q1 2018 and has held it in 34 quarters since.
IMA Advisory Services's Invesco S&P 500 Equal Weight Financials ETF position peaked at $1.63M in Q3 2018.
106 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Financials ETF as of Q2 2026.

Based on IMA Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.