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

Northwestern Mutual 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	$18.8K	Hold	243	–	–	﹤0.01%	2899
2026 Q1	$17.3K	Hold	243	–	–	﹤0.01%	2854
2025 Q4	$19.1K	Hold	243	–	–	﹤0.01%	2762
2025 Q3	$18.9K	Hold	243	–	–	﹤0.01%	2700
2025 Q2	$18.5K	Hold	243	–	–	﹤0.01%	2596
2025 Q1	$17.6K	Sell	243 -53	-18%	-$3.9K	﹤0.01%	2561
2024 Q4	$21.4K	Hold	296	–	–	﹤0.01%	2484
2024 Q3	$20.4K	Sell	296 -847	-74%	-$55.7K	﹤0.01%	2463
2024 Q2	$70.1K	Hold	1,143	–	–	﹤0.01%	1973
2024 Q1	$73.4K	Sell	1,143 -712	-38%	-$42.9K	﹤0.01%	1931
2023 Q4	$109K	Buy	1,855 +157	+9%	+$8.35K	﹤0.01%	1758
2023 Q3	$86.1K	Sell	1,698 -775	-31%	-$40.8K	﹤0.01%	1767
2023 Q2	$127K	Sell	2,473 -1,750	-41%	-$87.6K	﹤0.01%	1625
2023 Q1	$213K	Sell	4,223 -467	-10%	-$26.6K	﹤0.01%	1417
2022 Q4	$265K	Sell	4,690 -2,708	-37%	-$152K	﹤0.01%	1325
2022 Q3	$379K	Sell	7,398 -22,819	-76%	-$1.27M	﹤0.01%	1165
2022 Q2	$1.61M	Buy	30,217 +12,083	+67%	+$697K	﹤0.01%	677
2022 Q1	$1.16M	Buy	+18,134	New	+$1.17M	﹤0.01%	802
2020 Q1	–	Sell	-532	Closed	-$25K	–	2717
2019 Q4	$25K	Hold	532	–	–	﹤0.01%	1675
2019 Q3	$23K	Hold	532	–	–	﹤0.01%	1696
2019 Q2	$23K	Hold	532	–	–	﹤0.01%	1676
2019 Q1	$21K	Hold	532	–	–	﹤0.01%	1703
2018 Q4	$19K	Hold	532	–	–	﹤0.01%	1614
2018 Q3	$23K	Hold	532	–	–	﹤0.01%	1606
2018 Q2	$23K	Hold	532	–	–	﹤0.01%	1548
2018 Q1	$23K	Sell	532 -349	-40%	-$15.8K	﹤0.01%	1486
2017 Q4	$39K	Buy	881 +1	+0.1%	+$43	﹤0.01%	1248
2017 Q3	$36K	Sell	880 -1,903	-68%	-$75.9K	﹤0.01%	1234
2017 Q2	$110K	Buy	2,783 +2,251	+423%	+$85.4K	﹤0.01%	850
2017 Q1	$20K	Buy	+532	New	+$20.2K	﹤0.01%	1336

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

Northwestern Mutual Wealth Management's RSPF Position: Q2 2026 in Review

Northwestern Mutual Wealth Management held its Invesco S&P 500 Equal Weight Financials ETF (RSPF) position steady in Q2 2026 at 243 shares worth $18.8K. The position accounts for ﹤0.01% of the portfolio, ranked #2899.

Northwestern Mutual Wealth Management first reported a position in RSPF in Q1 2017 and has held it in 30 quarters since. The position peaked at $1.61M in Q2 2022. 106 funds tracked by Wall St. Rank hold RSPF as of Q2 2026.

Northwestern Mutual Wealth Management held 243 shares of Invesco S&P 500 Equal Weight Financials ETF worth $18.8K as of Q2 2026.
Northwestern Mutual Wealth Management left its Invesco S&P 500 Equal Weight Financials ETF share count unchanged in Q2 2026.
Invesco S&P 500 Equal Weight Financials ETF made up ﹤0.01% of Northwestern Mutual Wealth Management's portfolio in Q2 2026, its #2899 holding.
Northwestern Mutual Wealth Management first reported a position in Invesco S&P 500 Equal Weight Financials ETF in Q1 2017 and has held it in 30 quarters since.
Northwestern Mutual Wealth Management's Invesco S&P 500 Equal Weight Financials ETF position peaked at $1.61M in Q2 2022.
106 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Financials ETF as of Q2 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.