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

MAI 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 Q2	$1.61M	Buy	20,741 +9,895	+91%	+$748K	0.01%	777
2026 Q1	$774K	Buy	10,846 +7	+0.1%	+$529	﹤0.01%	861
2025 Q4	$851K	Sell	10,839 -126	-1%	-$9.64K	﹤0.01%	788
2025 Q3	$853K	Sell	10,965 -375	-3%	-$28.9K	0.01%	758
2025 Q2	$863K	Buy	11,340 +1,177	+12%	+$84K	0.01%	689
2025 Q1	$737K	Sell	10,163 -353	-3%	-$26K	0.01%	700
2024 Q4	$761K	Buy	+10,516	New	+$771K	0.01%	725

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

MAI Capital Management's RSPF Position: Q2 2026 in Review

MAI Capital Management increased its Invesco S&P 500 Equal Weight Financials ETF (RSPF) stake by 91% in Q2 2026, buying an estimated $748K and bringing the position to 20,741 shares worth $1.61M. The position accounts for 0.01% of the portfolio, ranked #777.

MAI Capital Management first reported a position in RSPF in Q4 2024 and has held it in 7 quarters since. 105 funds tracked by Wall St. Rank hold RSPF as of Q2 2026.

MAI Capital Management held 20,741 shares of Invesco S&P 500 Equal Weight Financials ETF worth $1.61M as of Q2 2026.
MAI Capital Management bought 9,895 Invesco S&P 500 Equal Weight Financials ETF shares in Q2 2026, an estimated $748K.
Invesco S&P 500 Equal Weight Financials ETF made up 0.01% of MAI Capital Management's portfolio in Q2 2026, its #777 holding.
MAI Capital Management first reported a position in Invesco S&P 500 Equal Weight Financials ETF in Q4 2024 and has held it in 7 quarters since.
105 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Financials ETF as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.