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

Perryman Financial Advisory’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	$719K	Sell	9,272 -1,142	-11%	-$86.4K	0.1%	112
2026 Q1	$743K	Buy	10,414 +144	+1%	+$10.9K	0.11%	105
2025 Q4	$806K	Buy	+10,270	New	+$786K	0.12%	101

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 $14.2B AUM 18.33% 1-Year Est. Return

YWM

Yoder Wealth Management Walnut Creek, California $256M AUM 23.47% 1-Year Est. Return

Perryman Financial Advisory's RSPF Position: Q2 2026 in Review

Perryman Financial Advisory reduced its Invesco S&P 500 Equal Weight Financials ETF (RSPF) stake by 11% in Q2 2026, selling an estimated $86.4K and leaving 9,272 shares worth $719K. The position accounts for 0.1% of the portfolio, ranked #112.

Perryman Financial Advisory first reported a position in RSPF in Q4 2025 and has held it in 3 quarters since. The position peaked at $806K in Q4 2025. 105 funds tracked by Wall St. Rank hold RSPF as of Q2 2026.

Perryman Financial Advisory held 9,272 shares of Invesco S&P 500 Equal Weight Financials ETF worth $719K as of Q2 2026.
Perryman Financial Advisory sold 1,142 Invesco S&P 500 Equal Weight Financials ETF shares in Q2 2026, an estimated $86.4K.
Invesco S&P 500 Equal Weight Financials ETF made up 0.1% of Perryman Financial Advisory's portfolio in Q2 2026, its #112 holding.
Perryman Financial Advisory first reported a position in Invesco S&P 500 Equal Weight Financials ETF in Q4 2025 and has held it in 3 quarters since.
Perryman Financial Advisory's Invesco S&P 500 Equal Weight Financials ETF position peaked at $806K in Q4 2025.
105 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Financials ETF as of Q2 2026.

Based on Perryman Financial Advisory's 13F filing for Q2 2026, filed 24 Jul 2026.