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SeaCrest Wealth Management’s Invesco S&P 500 Equal Weight Financials ETF RSPF Stock Holding History

SeaCrest Wealth Management’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
Q2 		– Sell
-7,134
Closed -$517K – 681
2025
Q1 		$517K Sell
7,134
-240
-3% -$17.7K 0.06% 325
2024
Q4 		$534K Buy
7,374
+151
+2% +$11.1K 0.06% 319
2024
Q3 		$498K Sell
7,223
-57
-0.8% -$3.75K 0.05% 341
2024
Q2 		$446K Sell
7,280
-63
-0.9% -$3.88K 0.05% 347
2024
Q1 		$472K Sell
7,343
-48
-0.6% -$2.89K 0.06% 326
2023
Q4 		$434K Sell
7,391
-194
-3% -$10.3K 0.05% 344
2023
Q3 		$385K Sell
7,585
-297
-4% -$15.6K 0.05% 374
2023
Q2 		$404K Sell
7,882
-497
-6% -$24.9K 0.05% 382
2023
Q1 		$423K Sell
8,379
-597
-7% -$34.1K 0.06% 372
2022
Q4 		$506K Buy
8,976
+2
+0% +$112 0.07% 318
2022
Q3 		$460K Buy
8,974
+240
+3% +$13.4K 0.07% 319
2022
Q2 		$464K Buy
8,734
+368
+4% +$21.2K 0.06% 346
2022
Q1 		$533K Sell
8,366
-298
-3% -$19.2K 0.06% 335
2021
Q4 		$558K Buy
8,664
+10
+0.1% +$645 0.06% 323
2021
Q3 		$531K Sell
8,654
-47
-0.5% -$2.86K 0.06% 321
2021
Q2 		$520K Buy
8,701
+203
+2% +$12.2K 0.06% 329
2021
Q1 		$474K Buy
8,498
+1,362
+19% +$71.7K 0.06% 323
2020
Q4 		$343K Buy
7,136
+3
+0% +$131 0.05% 390
2020
Q3 		$272K Sell
7,133
-49
-0.7% -$1.89K 0.04% 422
2020
Q2 		$268K Sell
7,182
-148
-2% -$5.26K 0.05% 431
2020
Q1 		$230K Sell
7,330
-253
-3% -$10.7K 0.05% 403
2019
Q4 		$355K Sell
7,583
-160
-2% -$7.21K 0.06% 353
2019
Q3 		$338K Sell
7,743
-248
-3% -$10.7K 0.06% 361
2019
Q2 		$346K Sell
7,991
-12
-0.1% -$511 0.07% 349
2019
Q1 		$322K Sell
8,003
-640
-7% -$25.8K 0.06% 339
2018
Q4 		$314K Buy
8,643
+766
+10% +$30.6K 0.06% 315
2018
Q3 		$339K Buy
7,877
+2
+0% +$88 0.06% 363
2018
Q2 		$333K Buy
7,875
+602
+8% +$26.4K 0.06% 353
2018
Q1 		$319K Buy
7,273
+147
+2% +$6.65K 0.06% 353
2017
Q4 		$315K Buy
+7,126
New +$304K 0.06% 355

Other funds holding RSPF

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JGCM
Joseph Group Capital Management Columbus, Ohio $476M AUM 21.21% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

SeaCrest Wealth Management's RSPF Position: Q2 2025 in Review

SeaCrest Wealth Management sold out of Invesco S&P 500 Equal Weight Financials ETF (RSPF) in Q2 2025, closing a stake of 7,134 shares — an estimated $517K sold.

SeaCrest Wealth Management first reported a position in RSPF in Q4 2017 and held it in 30 quarters. The position peaked at $558K in Q4 2021. 103 funds tracked by Wall St. Rank hold RSPF as of Q2 2025.

  • SeaCrest Wealth Management reported no remaining Invesco S&P 500 Equal Weight Financials ETF position as of Q2 2025 after selling out during the quarter.
  • SeaCrest Wealth Management sold 7,134 Invesco S&P 500 Equal Weight Financials ETF shares in Q2 2025, an estimated $517K.
  • SeaCrest Wealth Management first reported a position in Invesco S&P 500 Equal Weight Financials ETF in Q4 2017 and held it in 30 quarters.
  • SeaCrest Wealth Management's Invesco S&P 500 Equal Weight Financials ETF position peaked at $558K in Q4 2021.
  • 103 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Financials ETF as of Q2 2025.

Based on SeaCrest Wealth Management's 13F filing for Q2 2025, filed 11 Jul 2025.