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Norris Financial Group’s Invesco S&P 500 Equal Weight Financials ETF RSPF Stock Holding History

Norris Financial 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
2021
Q3 		– Sell
-22,743
Closed -$1.36M – 88
2021
Q2 		$1.36M Buy
+22,743
New +$1.36M 0.92% 29

Other funds holding RSPF

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
FC
Financial Consulate Hunt Valley, Maryland $899M AUM 20.23% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
JPLA
Joseph P. Lucia & Associates Yorktown Heights, New York $333M AUM 26.31% 1-Year Est. Return

Norris Financial Group's RSPF Position: Q3 2021 in Review

Norris Financial Group sold out of Invesco S&P 500 Equal Weight Financials ETF (RSPF) in Q3 2021, closing a stake of 22,743 shares — an estimated $1.36M sold.

Norris Financial Group first reported a position in RSPF in Q2 2021 and held it in 1 quarter. The position peaked at $1.36M in Q2 2021. 96 funds tracked by Wall St. Rank hold RSPF as of Q3 2021.

  • Norris Financial Group reported no remaining Invesco S&P 500 Equal Weight Financials ETF position as of Q3 2021 after selling out during the quarter.
  • Norris Financial Group sold 22,743 Invesco S&P 500 Equal Weight Financials ETF shares in Q3 2021, an estimated $1.36M.
  • Norris Financial Group first reported a position in Invesco S&P 500 Equal Weight Financials ETF in Q2 2021 and held it in 1 quarter.
  • Norris Financial Group's Invesco S&P 500 Equal Weight Financials ETF position peaked at $1.36M in Q2 2021.
  • 96 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Financials ETF as of Q3 2021.

Based on Norris Financial Group's 13F filing for Q3 2021, filed 20 May 2026.