Regal Investment Advisors’s Invesco S&P 500 Equal Weight Financials ETF RSPF Stock Holding History

Regal Investment Advisors’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	$390K	Hold	5,025	–	–	0.02%	507
2026 Q1	$359K	Hold	5,025	–	–	0.02%	493
2025 Q4	$394K	Hold	5,025	–	–	0.02%	464
2025 Q3	$391K	Hold	5,025	–	–	0.03%	424
2025 Q2	$382K	Hold	5,025	–	–	0.03%	384
2025 Q1	$364K	Hold	5,025	–	–	0.03%	368
2024 Q4	$364K	Hold	5,025	–	–	0.03%	373
2024 Q3	$347K	Hold	5,025	–	–	0.02%	419
2024 Q2	$308K	Hold	5,025	–	–	0.02%	454
2024 Q1	$323K	Hold	5,025	–	–	0.02%	443
2023 Q4	$294K	Hold	5,025	–	–	0.02%	425
2023 Q3	$255K	Hold	5,025	–	–	0.02%	420
2023 Q2	$257K	Hold	5,025	–	–	0.02%	428
2023 Q1	$254K	Hold	5,025	–	–	0.02%	432
2022 Q4	$283K	Hold	5,025	–	–	0.03%	390
2022 Q3	$257K	Hold	5,025	–	–	0.03%	394
2022 Q2	$267K	Hold	5,025	–	–	0.03%	398
2022 Q1	$320K	Hold	5,025	–	–	0.03%	387
2021 Q4	$323K	Hold	5,025	–	–	0.03%	409
2021 Q3	$308K	Hold	5,025	–	–	0.03%	419
2021 Q2	$300K	Buy	+5,025	New	+$301K	0.03%	424
2021 Q1	–	Sell	-4,725	Closed	-$227K	–	339
2020 Q4	$227K	Buy	+4,725	New	+$206K	0.03%	422
2020 Q1	–	Sell	-4,725	Closed	-$221K	–	249
2019 Q4	$221K	Hold	4,725	–	–	0.04%	302
2019 Q3	$206K	Buy	+4,725	New	+$204K	0.04%	294
2015 Q4	–	Sell	-36	Closed	-$1K	–	749
2015 Q3	$1K	Hold	36	–	–	﹤0.01%	996
2015 Q2	$1K	Buy	+36	New	+$1.13K	﹤0.01%	893

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

Regal Investment Advisors's RSPF Position: Q2 2026 in Review

Regal Investment Advisors held its Invesco S&P 500 Equal Weight Financials ETF (RSPF) position steady in Q2 2026 at 5,025 shares worth $390K. The position accounts for 0.02% of the portfolio, ranked #507.

Regal Investment Advisors first reported a position in RSPF in Q2 2015 and has held it in 26 quarters since. The position peaked at $394K in Q4 2025. 105 funds tracked by Wall St. Rank hold RSPF as of Q2 2026.

Regal Investment Advisors held 5,025 shares of Invesco S&P 500 Equal Weight Financials ETF worth $390K as of Q2 2026.
Regal Investment Advisors left its Invesco S&P 500 Equal Weight Financials ETF share count unchanged in Q2 2026.
Invesco S&P 500 Equal Weight Financials ETF made up 0.02% of Regal Investment Advisors's portfolio in Q2 2026, its #507 holding.
Regal Investment Advisors first reported a position in Invesco S&P 500 Equal Weight Financials ETF in Q2 2015 and has held it in 26 quarters since.
Regal Investment Advisors's Invesco S&P 500 Equal Weight Financials ETF position peaked at $394K 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 Regal Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.