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

Raymond James 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	$2.01M	Sell	25,920 -274	-1%	-$20.7K	﹤0.01%	3477
2026 Q1	$1.87M	Buy	26,194 +9,331	+55%	+$705K	﹤0.01%	3412
2025 Q4	$1.32M	Sell	16,863 -1,406	-8%	-$108K	﹤0.01%	3595
2025 Q3	$1.42M	Buy	18,269 +1,299	+8%	+$100K	﹤0.01%	3436
2025 Q2	$1.29M	Sell	16,970 -719	-4%	-$51.3K	﹤0.01%	3400
2025 Q1	$1.28M	Sell	17,689 -1,135	-6%	-$83.6K	﹤0.01%	3305
2024 Q4	$1.36M	Buy	+18,824	New	+$1.38M	﹤0.01%	3240

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

Raymond James Financial's RSPF Position: Q2 2026 in Review

Raymond James Financial reduced its Invesco S&P 500 Equal Weight Financials ETF (RSPF) stake by 1% in Q2 2026, selling an estimated $20.7K and leaving 25,920 shares worth $2.01M. The position accounts for ﹤0.01% of the portfolio, ranked #3477.

Raymond James Financial first reported a position in RSPF in Q4 2024 and has held it in 7 quarters since. 106 funds tracked by Wall St. Rank hold RSPF as of Q2 2026.

Raymond James Financial held 25,920 shares of Invesco S&P 500 Equal Weight Financials ETF worth $2.01M as of Q2 2026.
Raymond James Financial sold 274 Invesco S&P 500 Equal Weight Financials ETF shares in Q2 2026, an estimated $20.7K.
Invesco S&P 500 Equal Weight Financials ETF made up ﹤0.01% of Raymond James Financial's portfolio in Q2 2026, its #3477 holding.
Raymond James Financial first reported a position in Invesco S&P 500 Equal Weight Financials ETF in Q4 2024 and has held it in 7 quarters since.
106 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Financials ETF as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.