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RSPF icon

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

ORG 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
Q4 		– Sell
-657
Closed -$51.1K – 1763
2025
Q3 		$51.1K Buy
657
+3
+0.5% +$232 0.01% 579
2025
Q2 		$50.2K Buy
654
+3
+0.5% +$214 0.01% 539
2025
Q1 		$47.3K Buy
651
+3
+0.5% +$221 0.01% 497
2024
Q4 		$47K Buy
+648
New +$47.5K 0.01% 563

Other funds holding RSPF

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
JGCM
Joseph Group Capital Management Columbus, Ohio $400M AUM 18.42% 1-Year Est. Return
LPL Financial
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

ORG Partners's RSPF Position: Q4 2025 in Review

ORG Partners sold out of Invesco S&P 500 Equal Weight Financials ETF (RSPF) in Q4 2025, closing a stake of 657 shares — an estimated $51.1K sold.

ORG Partners first reported a position in RSPF in Q4 2024 and held it in 4 quarters. The position peaked at $51.1K in Q3 2025. 100 funds tracked by Wall St. Rank hold RSPF as of Q4 2025.

  • ORG Partners reported no remaining Invesco S&P 500 Equal Weight Financials ETF position as of Q4 2025 after selling out during the quarter.
  • ORG Partners sold 657 Invesco S&P 500 Equal Weight Financials ETF shares in Q4 2025, an estimated $51.1K.
  • ORG Partners first reported a position in Invesco S&P 500 Equal Weight Financials ETF in Q4 2024 and held it in 4 quarters.
  • ORG Partners's Invesco S&P 500 Equal Weight Financials ETF position peaked at $51.1K in Q3 2025.
  • 100 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Financials ETF as of Q4 2025.

Based on ORG Partners's 13F filing for Q4 2025, filed 14 Jan 2026.