PFG Investments’s Invesco S&P 500 Equal Weight Financials ETF RSPF Stock Holding History

PFG Investments’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	-4,141	Closed	-$300K	–	1114
2025 Q1	$300K	Sell	4,141 -952	-19%	-$70.1K	0.02%	709
2024 Q4	$369K	Hold	5,093	–	–	0.02%	617
2024 Q3	$351K	Hold	5,093	–	–	0.02%	636
2024 Q2	$312K	Hold	5,093	–	–	0.02%	634
2024 Q1	$327K	Buy	5,093 +600	+13%	+$36.2K	0.02%	708
2023 Q4	$263K	Hold	4,493	–	–	0.05%	384
2023 Q3	$228K	Hold	4,493	–	–	0.04%	429
2023 Q2	$230K	Sell	4,493 -24	-0.5%	-$1.2K	0.04%	436
2023 Q1	$228K	Buy	+4,517	New	+$258K	0.05%	409

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

PFG Investments's RSPF Position: Q2 2025 in Review

PFG Investments sold out of Invesco S&P 500 Equal Weight Financials ETF (RSPF) in Q2 2025, closing a stake of 4,141 shares — an estimated $300K sold.

PFG Investments first reported a position in RSPF in Q1 2023 and held it in 9 quarters. The position peaked at $369K in Q4 2024. 103 funds tracked by Wall St. Rank hold RSPF as of Q2 2025.

PFG Investments reported no remaining Invesco S&P 500 Equal Weight Financials ETF position as of Q2 2025 after selling out during the quarter.
PFG Investments sold 4,141 Invesco S&P 500 Equal Weight Financials ETF shares in Q2 2025, an estimated $300K.
PFG Investments first reported a position in Invesco S&P 500 Equal Weight Financials ETF in Q1 2023 and held it in 9 quarters.
PFG Investments's Invesco S&P 500 Equal Weight Financials ETF position peaked at $369K in Q4 2024.
103 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Financials ETF as of Q2 2025.

Based on PFG Investments's 13F filing for Q2 2025, filed 18 Jul 2025.