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

Kestra 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	$508K	Sell	6,547 -1,369	-17%	-$104K	﹤0.01%	2338
2026 Q1	$565K	Sell	7,916 -6,901	-47%	-$521K	﹤0.01%	2120
2025 Q4	$1.16M	Buy	14,817 +1,699	+13%	+$130K	﹤0.01%	1553
2025 Q3	$1.02M	Buy	13,118 +3,912	+42%	+$302K	﹤0.01%	1575
2025 Q2	$701K	Buy	9,206 +675	+8%	+$48.2K	﹤0.01%	1732
2025 Q1	$619K	Sell	8,531 -405	-5%	-$29.8K	﹤0.01%	1680
2024 Q4	$647K	Sell	8,936 -3,893	-30%	-$285K	﹤0.01%	1693
2024 Q3	$885K	Sell	12,829 -60,006	-82%	-$3.95M	﹤0.01%	1402
2024 Q2	$4.46M	Sell	72,835 -2,056	-3%	-$127K	0.03%	628
2024 Q1	$4.81M	Sell	74,891 -19,562	-21%	-$1.18M	0.03%	539
2023 Q4	$5.54M	Sell	94,453 -2,293	-2%	-$122K	0.04%	420
2023 Q3	$4.9M	Sell	96,746 -1,037	-1%	-$54.6K	0.05%	393
2023 Q2	$5.01M	Buy	97,783 +929	+1%	+$46.5K	0.05%	371
2023 Q1	$4.89M	Sell	96,854 -2,506	-3%	-$143K	0.05%	361
2022 Q4	$5.6M	Sell	99,360 -2,219	-2%	-$124K	0.05%	394
2022 Q3	$5.2M	Buy	101,579 +61,500	+153%	+$3.43M	0.06%	365
2022 Q2	$2.13M	Buy	40,079 +7,753	+24%	+$447K	0.02%	652
2022 Q1	$2.06M	Buy	32,326 +349	+1%	+$22.5K	0.02%	668
2021 Q4	$2.06M	Buy	31,977 +27,512	+616%	+$1.77M	0.02%	670
2021 Q3	$274K	Buy	4,465 +834	+23%	+$50.8K	﹤0.01%	1746
2021 Q2	$217K	Buy	+3,631	New	+$218K	﹤0.01%	1814
2021 Q1	–	Sell	-4,663	Closed	-$221K	–	2027
2020 Q4	$221K	Buy	+4,663	New	+$203K	﹤0.01%	1655

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

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

Kestra Advisory Services reduced its Invesco S&P 500 Equal Weight Financials ETF (RSPF) stake by 17% in Q2 2026, selling an estimated $104K and leaving 6,547 shares worth $508K. The position accounts for ﹤0.01% of the portfolio, ranked #2338.

Kestra Advisory Services first reported a position in RSPF in Q4 2020 and has held it in 22 quarters since. The position peaked at $5.6M in Q4 2022. 106 funds tracked by Wall St. Rank hold RSPF as of Q2 2026.

Kestra Advisory Services held 6,547 shares of Invesco S&P 500 Equal Weight Financials ETF worth $508K as of Q2 2026.
Kestra Advisory Services sold 1,369 Invesco S&P 500 Equal Weight Financials ETF shares in Q2 2026, an estimated $104K.
Invesco S&P 500 Equal Weight Financials ETF made up ﹤0.01% of Kestra Advisory Services's portfolio in Q2 2026, its #2338 holding.
Kestra Advisory Services first reported a position in Invesco S&P 500 Equal Weight Financials ETF in Q4 2020 and has held it in 22 quarters since.
Kestra Advisory Services's Invesco S&P 500 Equal Weight Financials ETF position peaked at $5.6M in Q4 2022.
106 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Financials ETF as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.