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 Q3	$8.54M	Buy	110,351 +1,853	+2%	+$153K	1.52%	20
2026 Q2	$8.41M	Buy	108,498 +515	+0.5%	+$38.9K	1.77%	13
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

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

JPLA

Joseph P. Lucia & Associates Yorktown Heights, New York $346M AUM 20.07% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Davis Investment Partners Charlotte, North Carolina $322M AUM 27.74% 1-Year Est. Return

Allen Capital Group Grand Island, Nebraska $1.25B AUM 13.65% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Yoder Wealth Management Walnut Creek, California $265M AUM 16.95% 1-Year Est. Return

Arkansas Financial Group Little Rock, Arkansas $751M AUM 9.21% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.53B AUM 12.98% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Joseph Group Capital Management's RSPF Position: Q3 2026 in Review

Joseph Group Capital Management increased its Invesco S&P 500 Equal Weight Financials ETF (RSPF) stake by 1.7% in Q3 2026, buying an estimated $153K and bringing the position to 110,351 shares worth $8.54M. The position accounts for 1.52% of the portfolio, ranked #20.

Joseph Group Capital Management first reported a position in RSPF in Q1 2024 and has held it in 11 quarters since. 70 funds tracked by Wall St. Rank hold RSPF as of Q3 2026.

Joseph Group Capital Management held 110,351 shares of Invesco S&P 500 Equal Weight Financials ETF worth $8.54M as of Q3 2026.
Joseph Group Capital Management bought 1,853 Invesco S&P 500 Equal Weight Financials ETF shares in Q3 2026, an estimated $153K.
Invesco S&P 500 Equal Weight Financials ETF made up 1.52% of Joseph Group Capital Management's portfolio in Q3 2026, its #20 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 11 quarters since.
70 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Financials ETF as of Q3 2026.

Based on Joseph Group Capital Management's 13F filing for Q3 2026, filed 4 Nov 2026.