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

Pacific Sun Financial’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	$971K	Sell	12,520 -330	-3%	-$25K	0.4%	76
2026 Q1	$917K	Buy	12,850 +680	+6%	+$51.3K	0.44%	69
2025 Q4	$955K	Buy	12,170 +40	+0.3%	+$3.06K	0.46%	69
2025 Q3	$943K	Sell	12,130 -10	-0.1%	-$772	0.46%	68
2025 Q2	$924K	Buy	12,140 +50	+0.4%	+$3.57K	0.48%	64
2025 Q1	$877K	Sell	12,090 -205	-2%	-$15.1K	0.5%	64
2024 Q4	$890K	Sell	12,295 -50	-0.4%	-$3.66K	0.48%	59
2024 Q3	$852K	Sell	12,345 -20	-0.2%	-$1.31K	0.47%	63
2024 Q2	$758K	Sell	12,365 -40	-0.3%	-$2.46K	0.45%	68
2024 Q1	$797K	Sell	12,405 -640	-5%	-$38.6K	0.46%	66
2023 Q4	$764K	Sell	13,045 -180	-1%	-$9.57K	0.48%	62
2023 Q3	$670K	Sell	13,225 -870	-6%	-$45.8K	0.46%	65
2023 Q2	$711K	Buy	+14,095	New	+$705K	0.48%	65
2022 Q4	$792K	Sell	14,035 -1,130	-7%	-$63.4K	0.56%	57
2022 Q3	$777K	Sell	15,165 -100	-0.7%	-$5.57K	0.55%	62
2022 Q2	$812K	Buy	15,265 +405	+3%	+$23.4K	0.54%	62
2022 Q1	$946K	Buy	14,860 +620	+4%	+$40K	0.52%	64
2021 Q4	$917K	Buy	14,240 +840	+6%	+$54.2K	0.49%	65
2021 Q3	$822K	Buy	+13,400	New	+$816K	0.47%	68
2020 Q3	$509K	Buy	13,370 +260	+2%	+$10K	0.42%	79
2020 Q2	$488K	Sell	13,110 -910	-6%	-$32.3K	0.44%	77
2020 Q1	$440K	Buy	14,020 +970	+7%	+$40.8K	0.51%	72
2019 Q4	$612K	Sell	13,050 -292	-2%	-$13.2K	0.54%	64
2019 Q3	$582K	Buy	13,342 +597	+5%	+$25.8K	0.55%	65
2019 Q2	$552K	Buy	+12,745	New	+$542K	0.53%	66
2018 Q2	$408K	Buy	+9,255	New	+$407K	0.42%	82

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

Pacific Sun Financial's RSPF Position: Q2 2026 in Review

Pacific Sun Financial reduced its Invesco S&P 500 Equal Weight Financials ETF (RSPF) stake by 2.6% in Q2 2026, selling an estimated $25K and leaving 12,520 shares worth $971K. The position accounts for 0.4% of the portfolio, ranked #76.

Pacific Sun Financial first reported a position in RSPF in Q2 2018 and has held it in 26 quarters since. 106 funds tracked by Wall St. Rank hold RSPF as of Q2 2026.

Pacific Sun Financial held 12,520 shares of Invesco S&P 500 Equal Weight Financials ETF worth $971K as of Q2 2026.
Pacific Sun Financial sold 330 Invesco S&P 500 Equal Weight Financials ETF shares in Q2 2026, an estimated $25K.
Invesco S&P 500 Equal Weight Financials ETF made up 0.4% of Pacific Sun Financial's portfolio in Q2 2026, its #76 holding.
Pacific Sun Financial first reported a position in Invesco S&P 500 Equal Weight Financials ETF in Q2 2018 and has held it in 26 quarters since.
106 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Financials ETF as of Q2 2026.

Based on Pacific Sun Financial's 13F filing for Q2 2026, filed 10 Aug 2026.