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

Mission Wealth 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	$1M	Buy	+12,912	New	+$977K	0.01%	481

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

Mission Wealth Management's RSPF Position: Q2 2026 in Review

Mission Wealth Management opened a new position in Invesco S&P 500 Equal Weight Financials ETF (RSPF) in Q2 2026: 12,912 shares worth $1M. The stake represents 0.01% of the portfolio and ranks #481 among its holdings.

106 funds tracked by Wall St. Rank hold RSPF as of Q2 2026.

Mission Wealth Management held 12,912 shares of Invesco S&P 500 Equal Weight Financials ETF worth $1M as of Q2 2026.
Invesco S&P 500 Equal Weight Financials ETF was a new Mission Wealth Management position in Q2 2026.
Invesco S&P 500 Equal Weight Financials ETF made up 0.01% of Mission Wealth Management's portfolio in Q2 2026, its #481 holding.
106 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Financials ETF as of Q2 2026.

Based on Mission Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.