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

Sandbox Financial Partners’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	-21,613	Closed	-$1.68M	–	128
2025 Q3	$1.68M	Buy	21,613 +342	+2%	+$26.4K	0.48%	40
2025 Q2	$1.62M	Sell	21,271 -130	-0.6%	-$9.28K	0.51%	41
2025 Q1	$1.55M	Buy	21,401 +583	+3%	+$42.9K	0.55%	39
2024 Q4	$1.51M	Buy	20,818 +2,031	+11%	+$149K	0.5%	38
2024 Q3	$1.3M	Buy	18,787 +1,067	+6%	+$70.2K	0.46%	40
2024 Q2	$1.09M	Buy	17,720 +720	+4%	+$44.4K	0.42%	40
2024 Q1	$1.09M	Buy	+17,000	New	+$1.02M	0.46%	39

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

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 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 New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Sandbox Financial Partners's RSPF Position: Q4 2025 in Review

Sandbox Financial Partners sold out of Invesco S&P 500 Equal Weight Financials ETF (RSPF) in Q4 2025, closing a stake of 21,613 shares — an estimated $1.68M sold.

Sandbox Financial Partners first reported a position in RSPF in Q1 2024 and held it in 7 quarters. The position peaked at $1.68M in Q3 2025. 100 funds tracked by Wall St. Rank hold RSPF as of Q4 2025.

Sandbox Financial Partners reported no remaining Invesco S&P 500 Equal Weight Financials ETF position as of Q4 2025 after selling out during the quarter.
Sandbox Financial Partners sold 21,613 Invesco S&P 500 Equal Weight Financials ETF shares in Q4 2025, an estimated $1.68M.
Sandbox Financial Partners first reported a position in Invesco S&P 500 Equal Weight Financials ETF in Q1 2024 and held it in 7 quarters.
Sandbox Financial Partners's Invesco S&P 500 Equal Weight Financials ETF position peaked at $1.68M in Q3 2025.
100 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Financials ETF as of Q4 2025.

Based on Sandbox Financial Partners's 13F filing for Q4 2025, filed 7 Jan 2026.