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Principal Securities’s Invesco S&P 500 Equal Weight Financials ETF RSPF Stock Holding History

Principal Securities’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
-1,896
Closed -$147K – 3087
2025
Q3 		$147K Buy
1,896
+7
+0.4% +$540 ﹤0.01% 1420
2025
Q2 		$144K Sell
1,889
-452
-19% -$32.2K ﹤0.01% 1376
2025
Q1 		$169K Hold
2,341
– – ﹤0.01% 1196
2024
Q4 		$169K Sell
2,341
-68
-3% -$4.98K ﹤0.01% 1195
2024
Q3 		$166K Sell
2,409
-41
-2% -$2.7K ﹤0.01% 1178
2024
Q2 		$150K Buy
2,450
+8
+0.3% +$493 ﹤0.01% 1167
2024
Q1 		$157K Sell
2,442
-17
-0.7% -$1.02K ﹤0.01% 1115
2023
Q4 		$144K Buy
+2,459
New +$131K 0.01% 1044

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

Principal Securities's RSPF Position: Q4 2025 in Review

Principal Securities sold out of Invesco S&P 500 Equal Weight Financials ETF (RSPF) in Q4 2025, closing a stake of 1,896 shares — an estimated $147K sold.

Principal Securities first reported a position in RSPF in Q4 2023 and held it in 8 quarters. The position peaked at $169K in Q1 2025. 100 funds tracked by Wall St. Rank hold RSPF as of Q4 2025.

  • Principal Securities reported no remaining Invesco S&P 500 Equal Weight Financials ETF position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 1,896 Invesco S&P 500 Equal Weight Financials ETF shares in Q4 2025, an estimated $147K.
  • Principal Securities first reported a position in Invesco S&P 500 Equal Weight Financials ETF in Q4 2023 and held it in 8 quarters.
  • Principal Securities's Invesco S&P 500 Equal Weight Financials ETF position peaked at $169K in Q1 2025.
  • 100 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Financials ETF as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.