Measured Wealth Private Client Group’s Invesco S&P 500 Equal Weight Financials ETF RSPF Stock Holding History

Measured Wealth Private Client Group’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	$16.6K	Hold	232	–	–	﹤0.01%	516
2025 Q4	$18.2K	Sell	232 -17	-7%	-$1.3K	﹤0.01%	495
2025 Q3	$19.4K	Buy	+249	New	+$19.2K	0.01%	477
2023 Q2	–	Sell	-4,106	Closed	-$207K	–	194
2023 Q1	$207K	Sell	4,106 -750	-15%	-$42.8K	0.08%	170
2022 Q4	$274K	Sell	4,856 -24,538	-83%	-$1.38M	0.11%	128
2022 Q3	$1.51M	Sell	29,394 -21,400	-42%	-$1.19M	0.67%	24
2022 Q2	$2.7M	Buy	+50,794	New	+$2.93M	1.19%	17

Other funds holding RSPF

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 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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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 $12.8B AUM 26.53% 1-Year Est. Return

Measured Wealth Private Client Group's RSPF Position: Q1 2026 in Review

Measured Wealth Private Client Group held its Invesco S&P 500 Equal Weight Financials ETF (RSPF) position steady in Q1 2026 at 232 shares worth $16.6K. The position accounts for ﹤0.01% of the portfolio, ranked #516.

Measured Wealth Private Client Group first reported a position in RSPF in Q2 2022 and has held it in 7 quarters since. The position peaked at $2.7M in Q2 2022. 95 funds tracked by Wall St. Rank hold RSPF as of Q1 2026.

Measured Wealth Private Client Group held 232 shares of Invesco S&P 500 Equal Weight Financials ETF worth $16.6K as of Q1 2026.
Measured Wealth Private Client Group left its Invesco S&P 500 Equal Weight Financials ETF share count unchanged in Q1 2026.
Invesco S&P 500 Equal Weight Financials ETF made up ﹤0.01% of Measured Wealth Private Client Group's portfolio in Q1 2026, its #516 holding.
Measured Wealth Private Client Group first reported a position in Invesco S&P 500 Equal Weight Financials ETF in Q2 2022 and has held it in 7 quarters since.
Measured Wealth Private Client Group's Invesco S&P 500 Equal Weight Financials ETF position peaked at $2.7M in Q2 2022.
95 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Financials ETF as of Q1 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q1 2026, filed 13 May 2026.