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 Q2	$24.4K	Buy	+314	New	+$23.7K	0.01%	383
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 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

McDonald Partners's RSPF Position: Q2 2026 in Review

McDonald Partners opened a new position in Invesco S&P 500 Equal Weight Financials ETF (RSPF) in Q2 2026: 314 shares worth $24.4K. The stake represents 0.01% of the portfolio and ranks #383 among its holdings. This is a return to the name: McDonald Partners previously reported a position in RSPF as recently as Q4 2025.

McDonald Partners first reported a position in RSPF in Q4 2022 and has held it in 14 quarters since. The position peaked at $281K in Q4 2025. 106 funds tracked by Wall St. Rank hold RSPF as of Q2 2026.

McDonald Partners held 314 shares of Invesco S&P 500 Equal Weight Financials ETF worth $24.4K as of Q2 2026.
Invesco S&P 500 Equal Weight Financials ETF was a new McDonald Partners position in Q2 2026.
Invesco S&P 500 Equal Weight Financials ETF made up 0.01% of McDonald Partners's portfolio in Q2 2026, its #383 holding.
McDonald Partners first reported a position in Invesco S&P 500 Equal Weight Financials ETF in Q4 2022 and has held it in 14 quarters since.
McDonald Partners's Invesco S&P 500 Equal Weight Financials ETF position peaked at $281K in Q4 2025.
106 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Financials ETF as of Q2 2026.

Based on McDonald Partners's 13F filing for Q2 2026, filed 28 Jul 2026.