MGO One Seven’s Invesco S&P 500 Equal Weight Financials ETF RSPF Stock Holding History

MGO One Seven’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	$231K	Sell	2,983 -742	-20%	-$56.1K	﹤0.01%	1403
2026 Q1	$266K	Sell	3,725 -356	-9%	-$26.9K	0.01%	1195
2025 Q4	$320K	Sell	4,081 -1,327	-25%	-$102K	0.01%	1083
2025 Q3	$421K	Hold	5,408	–	–	0.01%	878
2025 Q2	$412K	Sell	5,408 -69	-1%	-$4.92K	0.01%	795
2025 Q1	$397K	Sell	5,477 -413	-7%	-$30.4K	0.02%	703
2024 Q4	$426K	Sell	5,890 -319	-5%	-$23.4K	0.02%	689
2024 Q3	$428K	Sell	6,209 -100	-2%	-$6.58K	0.02%	641
2024 Q2	$387K	Sell	6,309 -2,354	-27%	-$145K	0.02%	661
2024 Q1	$557K	Sell	8,663 -971	-10%	-$58.5K	0.03%	492
2023 Q4	$565K	Sell	9,634 -973	-9%	-$51.7K	0.03%	480
2023 Q3	$538K	Buy	10,607 +560	+6%	+$29.5K	0.04%	410
2023 Q2	$515K	Sell	10,047 -118,554	-92%	-$5.93M	0.05%	409
2023 Q1	$6.49M	Buy	128,601 +16,976	+15%	+$969K	0.41%	54
2022 Q4	$6.3M	Sell	111,625 -41,633	-27%	-$2.34M	0.63%	30
2022 Q3	$40M	Buy	153,258 +149,123	+3,606%	+$8.31M	1.55%	12
2022 Q2	$220K	Sell	4,135 -50	-1%	-$2.89K	0.03%	551
2022 Q1	$267K	Sell	4,185 -300	-7%	-$19.3K	0.03%	537
2021 Q4	$289K	Hold	4,485	–	–	0.03%	508
2021 Q3	$293K	Buy	4,485 +925	+26%	+$56.3K	0.04%	457
2021 Q2	$213K	Sell	3,560 -400	-10%	-$24K	0.03%	537
2021 Q1	$221K	Buy	+3,960	New	+$208K	0.04%	485
2020 Q3	–	Sell	-6,680	Closed	-$249K	–	488
2020 Q2	$249K	Sell	6,680 -3,050	-31%	-$108K	0.06%	362
2020 Q1	$305K	Sell	9,730 -3,300	-25%	-$139K	0.1%	271
2019 Q4	$610K	Sell	13,030 -2,200	-14%	-$99.2K	0.16%	177
2019 Q3	$665K	Sell	15,230 -1,910	-11%	-$82.5K	0.19%	140
2019 Q2	$743K	Sell	17,140 -1,290	-7%	-$54.9K	0.24%	121
2019 Q1	$742K	Sell	18,430 -5,920	-24%	-$238K	0.24%	117
2018 Q4	$885K	Sell	24,350 -3,600	-13%	-$144K	0.38%	55
2018 Q3	$1.2M	Buy	+27,950	New	+$1.22M	0.56%	35
2018 Q1	$1.25M	Buy	28,525 +2,710	+10%	+$123K	0.58%	24
2017 Q4	$1.14M	Buy	+25,815	New	+$1.1M	0.53%	29

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

MGO One Seven's RSPF Position: Q2 2026 in Review

MGO One Seven reduced its Invesco S&P 500 Equal Weight Financials ETF (RSPF) stake by 20% in Q2 2026, selling an estimated $56.1K and leaving 2,983 shares worth $231K. The position accounts for ﹤0.01% of the portfolio, ranked #1403.

MGO One Seven first reported a position in RSPF in Q4 2017 and has held it in 32 quarters since. The position peaked at $40M in Q3 2022. 106 funds tracked by Wall St. Rank hold RSPF as of Q2 2026.

MGO One Seven held 2,983 shares of Invesco S&P 500 Equal Weight Financials ETF worth $231K as of Q2 2026.
MGO One Seven sold 742 Invesco S&P 500 Equal Weight Financials ETF shares in Q2 2026, an estimated $56.1K.
Invesco S&P 500 Equal Weight Financials ETF made up ﹤0.01% of MGO One Seven's portfolio in Q2 2026, its #1403 holding.
MGO One Seven first reported a position in Invesco S&P 500 Equal Weight Financials ETF in Q4 2017 and has held it in 32 quarters since.
MGO One Seven's Invesco S&P 500 Equal Weight Financials ETF position peaked at $40M in Q3 2022.
106 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Financials ETF as of Q2 2026.

Based on MGO One Seven's 13F filing for Q2 2026, filed 31 Jul 2026.