Regal Investment Advisors’s Invesco S&P 500 Equal Weight Financials ETF RSPF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
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% | 418 |
|
|
2024
Q2 | $308K | Hold |
5,025
| – | – | 0.02% | 453 |
|
|
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% | 419 |
|
|
2023
Q2 | $257K | Hold |
5,025
| – | – | 0.02% | 428 |
|
|
2023
Q1 | $254K | Hold |
5,025
| – | – | 0.02% | 431 |
|
|
2022
Q4 | $283K | Hold |
5,025
| – | – | 0.03% | 389 |
|
|
2022
Q3 | $257K | Hold |
5,025
| – | – | 0.03% | 393 |
|
|
2022
Q2 | $267K | Hold |
5,025
| – | – | 0.03% | 398 |
|
|
2022
Q1 | $320K | Hold |
5,025
| – | – | 0.03% | 386 |
|
|
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 | +$300K | 0.03% | 424 |
|
|
2021
Q1 | – | Sell |
-4,725
| Closed | -$227K | – | 336 |
|
|
2020
Q4 | $227K | Buy |
+4,725
| New | +$227K | 0.03% | 422 |
|
|
2020
Q1 | – | Sell |
-4,725
| Closed | -$221K | – | 247 |
|
|
2019
Q4 | $221K | Hold |
4,725
| – | – | 0.04% | 300 |
|
|
2019
Q3 | $206K | Buy |
+4,725
| New | +$206K | 0.04% | 291 |
|
|
2015
Q4 | – | Sell |
-36
| Closed | -$1K | – | 749 |
|
|
2015
Q3 | $1K | Hold |
36
| – | – | ﹤0.01% | 996 |
|
|
2015
Q2 | $1K | Buy |
+36
| New | +$1K | ﹤0.01% | 893 |
|