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

Integrated Wealth Concepts’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
Q4 		– Sell
-3,219
Closed -$250K – 1966
2025
Q3 		$250K Buy
3,219
+12
+0.4% +$926 ﹤0.01% 1739
2025
Q2 		$244K Buy
3,207
+12
+0.4% +$856 ﹤0.01% 1664
2025
Q1 		$232K Buy
3,195
+15
+0.5% +$1.1K ﹤0.01% 1548
2024
Q4 		$230K Buy
3,180
+14
+0.4% +$1.03K ﹤0.01% 1529
2024
Q3 		$218K Buy
+3,166
New +$208K ﹤0.01% 1522
2024
Q2 		– Sell
-3,139
Closed -$202K – 1704
2024
Q1 		$202K Buy
+3,139
New +$189K ﹤0.01% 1517

Other funds holding RSPF

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
JGCM
Joseph Group Capital Management Columbus, Ohio $400M AUM 18.42% 1-Year Est. Return
LPL Financial
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Integrated Wealth Concepts's RSPF Position: Q4 2025 in Review

Integrated Wealth Concepts sold out of Invesco S&P 500 Equal Weight Financials ETF (RSPF) in Q4 2025, closing a stake of 3,219 shares — an estimated $250K sold.

Integrated Wealth Concepts first reported a position in RSPF in Q1 2024 and held it in 6 quarters. The position peaked at $250K in Q3 2025. 100 funds tracked by Wall St. Rank hold RSPF as of Q4 2025.

  • Integrated Wealth Concepts reported no remaining Invesco S&P 500 Equal Weight Financials ETF position as of Q4 2025 after selling out during the quarter.
  • Integrated Wealth Concepts sold 3,219 Invesco S&P 500 Equal Weight Financials ETF shares in Q4 2025, an estimated $250K.
  • Integrated Wealth Concepts first reported a position in Invesco S&P 500 Equal Weight Financials ETF in Q1 2024 and held it in 6 quarters.
  • Integrated Wealth Concepts's Invesco S&P 500 Equal Weight Financials ETF position peaked at $250K in Q3 2025.
  • 100 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Financials ETF as of Q4 2025.

Based on Integrated Wealth Concepts's 13F filing for Q4 2025, filed 13 Feb 2026.