Mission Wealth Management
RSPF icon

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
Q3 		$706K Sell
9,127
-3,785
-29% -$314K 0.01% 451
2026
Q2 		$1M Buy
+12,912
New +$977K 0.01% 481

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Walker Asset Management
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Focus Financial Network
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Perryman Financial Advisory
Perryman Financial Advisory Dallas, Texas $791M AUM 21.08% 1-Year Est. Return
BIP Wealth
BIP Wealth Atlanta, Georgia $3.69B AUM 12.44% 1-Year Est. Return
Harbor Asset Planning
Harbor Asset Planning Belmont, Massachusetts $133M AUM 16.92% 1-Year Est. Return
Axxcess Wealth Management
Axxcess Wealth Management Carlsbad, California $2.44B AUM 16.42% 1-Year Est. Return
Wealth Enhancement Advisory Services
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Wealthcare Advisory Partners
Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

Mission Wealth Management's RSPF Position: Q3 2026 in Review

Mission Wealth Management reduced its Invesco S&P 500 Equal Weight Financials ETF (RSPF) stake by 29% in Q3 2026, selling an estimated $314K and leaving 9,127 shares worth $706K. The position accounts for 0.01% of the portfolio, ranked #451.

Mission Wealth Management first reported a position in RSPF in Q2 2026 and has held it in 2 quarters since. The position peaked at $1M in Q2 2026. 21 funds tracked by Wall St. Rank hold RSPF as of Q3 2026.

  • Mission Wealth Management held 9,127 shares of Invesco S&P 500 Equal Weight Financials ETF worth $706K as of Q3 2026.
  • Mission Wealth Management sold 3,785 Invesco S&P 500 Equal Weight Financials ETF shares in Q3 2026, an estimated $314K.
  • Invesco S&P 500 Equal Weight Financials ETF made up 0.01% of Mission Wealth Management's portfolio in Q3 2026, its #451 holding.
  • Mission Wealth Management first reported a position in Invesco S&P 500 Equal Weight Financials ETF in Q2 2026 and has held it in 2 quarters since.
  • Mission Wealth Management's Invesco S&P 500 Equal Weight Financials ETF position peaked at $1M in Q2 2026.
  • 21 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Financials ETF as of Q3 2026.

Based on Mission Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.