NorthRock Partners’s Invesco S&P 500 Equal Weight Financials ETF RSPF Stock Holding History

NorthRock Partners’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
2025 Q2	–	Sell	-20	Closed	-$1.45K	–	872
2025 Q1	$1.45K	Hold	20	–	–	﹤0.01%	836
2024 Q4	$1.45K	Hold	20	–	–	﹤0.01%	758
2024 Q3	$1.38K	Hold	20	–	–	﹤0.01%	818
2024 Q2	$1.23K	Hold	20	–	–	﹤0.01%	801
2024 Q1	$1.28K	Hold	20	–	–	﹤0.01%	801
2023 Q4	$1.17K	Buy	+20	New	+$1.06K	﹤0.01%	741

Other funds holding RSPF

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

JGCM

Joseph Group Capital Management Columbus, Ohio $400M AUM 18.42% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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

NorthRock Partners's RSPF Position: Q2 2025 in Review

NorthRock Partners sold out of Invesco S&P 500 Equal Weight Financials ETF (RSPF) in Q2 2025, closing a stake of 20 shares — an estimated $1.45K sold.

NorthRock Partners first reported a position in RSPF in Q4 2023 and held it in 6 quarters. The position peaked at $1.45K in Q1 2025. 103 funds tracked by Wall St. Rank hold RSPF as of Q2 2025.

NorthRock Partners reported no remaining Invesco S&P 500 Equal Weight Financials ETF position as of Q2 2025 after selling out during the quarter.
NorthRock Partners sold 20 Invesco S&P 500 Equal Weight Financials ETF shares in Q2 2025, an estimated $1.45K.
NorthRock Partners first reported a position in Invesco S&P 500 Equal Weight Financials ETF in Q4 2023 and held it in 6 quarters.
NorthRock Partners's Invesco S&P 500 Equal Weight Financials ETF position peaked at $1.45K in Q1 2025.
103 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Financials ETF as of Q2 2025.

Based on NorthRock Partners's 13F filing for Q2 2025, filed 25 Jul 2025.