MP
RSPF icon

McDonald Partners’s Invesco S&P 500 Equal Weight Financials ETF RSPF Stock Holding History

McDonald Partners’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 		– Sell
-3,575
Closed -$281K – 217
2025
Q4 		$281K Hold
3,575
– – 0.09% 180
2025
Q3 		$278K Hold
3,575
– – 0.08% 196
2025
Q2 		$272K Hold
3,575
– – 0.07% 218
2025
Q1 		$259K Sell
3,575
-200
-5% -$14.7K 0.07% 214
2024
Q4 		$273K Hold
3,775
– – 0.07% 209
2024
Q3 		$260K Sell
3,775
-225
-6% -$14.8K 0.07% 212
2024
Q2 		$245K Hold
4,000
– – 0.07% 217
2024
Q1 		$257K Hold
4,000
– – 0.07% 212
2023
Q4 		$234K Hold
4,000
– – 0.07% 212
2023
Q3 		$203K Hold
4,000
– – 0.07% 216
2023
Q2 		$205K Hold
4,000
– – 0.06% 226
2023
Q1 		$202K Hold
4,000
– – 0.07% 220
2022
Q4 		$226K Buy
+4,000
New +$224K 0.08% 209

Other funds holding RSPF

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JGCM
Joseph Group Capital Management Columbus, Ohio $400M AUM 18.42% 1-Year Est. Return
Morgan Stanley
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Cetera Investment Advisers
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 $10.6B AUM 19.99% 1-Year Est. Return