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

Sebold Capital 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	$447K	Buy	5,873 +4	+0.1%	+$285	0.28%	47
2025 Q1	$426K	Buy	5,869 +4	+0.1%	+$295	0.28%	44
2024 Q4	$424K	Sell	5,865 -233	-4%	-$17.1K	0.28%	43
2024 Q3	$421K	Buy	6,098 +4	+0.1%	+$263	0.28%	40
2024 Q2	$374K	Sell	6,094 -156	-2%	-$9.61K	0.26%	44
2024 Q1	$402K	Sell	6,250 -521	-8%	-$31.4K	0.27%	43
2023 Q4	$397K	Sell	6,771 -4,774	-41%	-$254K	0.29%	43
2023 Q3	$585K	Sell	11,545 -1,089	-9%	-$57.4K	0.48%	36
2023 Q2	$647K	Sell	12,634 -1,199	-9%	-$60K	0.52%	36
2023 Q1	$698K	Sell	13,833 -70	-0.5%	-$4K	0.55%	34
2022 Q4	$784K	Buy	+13,903	New	+$780K	0.64%	29

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

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

JGCM

Joseph Group Capital Management Columbus, Ohio $400M AUM 18.42% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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

Sebold Capital Management's RSPF Position: Q2 2025 in Review

Sebold Capital Management increased its Invesco S&P 500 Equal Weight Financials ETF (RSPF) stake by 0.07% in Q2 2025, buying an estimated $285 and bringing the position to 5,873 shares worth $447K. The position accounts for 0.28% of the portfolio, ranked #47.

Sebold Capital Management first reported a position in RSPF in Q4 2022 and has held it in 11 quarters since. The position peaked at $784K in Q4 2022. 103 funds tracked by Wall St. Rank hold RSPF as of Q2 2025.

Sebold Capital Management held 5,873 shares of Invesco S&P 500 Equal Weight Financials ETF worth $447K as of Q2 2025.
Sebold Capital Management bought 4 Invesco S&P 500 Equal Weight Financials ETF shares in Q2 2025, an estimated $285.
Invesco S&P 500 Equal Weight Financials ETF made up 0.28% of Sebold Capital Management's portfolio in Q2 2025, its #47 holding.
Sebold Capital Management first reported a position in Invesco S&P 500 Equal Weight Financials ETF in Q4 2022 and has held it in 11 quarters since.
Sebold Capital Management's Invesco S&P 500 Equal Weight Financials ETF position peaked at $784K in Q4 2022.
103 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Financials ETF as of Q2 2025.

Based on Sebold Capital Management's 13F filing for Q2 2025, filed 5 Aug 2025.