Joseph Group Capital Management’s Invesco S&P 500 Equal Weight Financials ETF RSPF Stock Holding History

Joseph Group Capital 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
2026 Q1	$7.71M	Buy	107,983 +2,210	+2%	+$167K	1.93%	11
2025 Q4	$8.3M	Buy	105,773 +1,685	+2%	+$129K	2.18%	10
2025 Q3	$8.1M	Buy	104,088 +1,036	+1%	+$80K	2.28%	10
2025 Q2	$7.84M	Buy	103,052 +425	+0.4%	+$30.3K	2.63%	9
2025 Q1	$7.44M	Sell	102,627 -161	-0.2%	-$11.9K	2.84%	8
2024 Q4	$7.44M	Sell	102,788 -3,299	-3%	-$242K	2.93%	8
2024 Q3	$7.32M	Buy	106,087 +3,469	+3%	+$228K	2.8%	9
2024 Q2	$6.29M	Buy	102,618 +378	+0.4%	+$23.3K	3.27%	8
2024 Q1	$6.57M	Buy	+102,240	New	+$6.16M	3.29%	8

Other funds holding RSPF

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

ACG

Allen Capital Group Grand Island, Nebraska $1.12B AUM 13.85% 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 $219M AUM 15.95% 1-Year Est. Return

Joseph Group Capital Management's RSPF Position: Q1 2026 in Review

Joseph Group Capital Management increased its Invesco S&P 500 Equal Weight Financials ETF (RSPF) stake by 2.1% in Q1 2026, buying an estimated $167K and bringing the position to 107,983 shares worth $7.71M. The position accounts for 1.93% of the portfolio, ranked #11.

Joseph Group Capital Management first reported a position in RSPF in Q1 2024 and has held it in 9 quarters since. The position peaked at $8.3M in Q4 2025. 95 funds tracked by Wall St. Rank hold RSPF as of Q1 2026.

Joseph Group Capital Management held 107,983 shares of Invesco S&P 500 Equal Weight Financials ETF worth $7.71M as of Q1 2026.
Joseph Group Capital Management bought 2,210 Invesco S&P 500 Equal Weight Financials ETF shares in Q1 2026, an estimated $167K.
Invesco S&P 500 Equal Weight Financials ETF made up 1.93% of Joseph Group Capital Management's portfolio in Q1 2026, its #11 holding.
Joseph Group Capital Management first reported a position in Invesco S&P 500 Equal Weight Financials ETF in Q1 2024 and has held it in 9 quarters since.
Joseph Group Capital Management's Invesco S&P 500 Equal Weight Financials ETF position peaked at $8.3M in Q4 2025.
95 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Financials ETF as of Q1 2026.

Based on Joseph Group Capital Management's 13F filing for Q1 2026, filed 8 May 2026.