Silver Oak Securities’s Invesco S&P 500 Equal Weight Financials ETF RSPF Stock Holding History

Silver Oak Securities’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	$1.1M	Sell	14,195 -37	-0.3%	-$2.8K	0.07%	275
2026 Q1	$1.02M	Sell	14,232 -4	-0%	-$302	0.07%	257
2025 Q4	$1.13M	Sell	14,236 -219	-2%	-$16.8K	0.08%	258
2025 Q3	$1.12M	Buy	14,455 +6,709	+87%	+$518K	0.08%	235
2025 Q2	$590K	Buy	7,746 +381	+5%	+$27.2K	0.05%	370
2025 Q1	$527K	Buy	+7,365	New	+$542K	0.05%	359

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

Silver Oak Securities's RSPF Position: Q2 2026 in Review

Silver Oak Securities reduced its Invesco S&P 500 Equal Weight Financials ETF (RSPF) stake by 0.26% in Q2 2026, selling an estimated $2.8K and leaving 14,195 shares worth $1.1M. The position accounts for 0.07% of the portfolio, ranked #275.

Silver Oak Securities first reported a position in RSPF in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.13M in Q4 2025. 106 funds tracked by Wall St. Rank hold RSPF as of Q2 2026.

Silver Oak Securities held 14,195 shares of Invesco S&P 500 Equal Weight Financials ETF worth $1.1M as of Q2 2026.
Silver Oak Securities sold 37 Invesco S&P 500 Equal Weight Financials ETF shares in Q2 2026, an estimated $2.8K.
Invesco S&P 500 Equal Weight Financials ETF made up 0.07% of Silver Oak Securities's portfolio in Q2 2026, its #275 holding.
Silver Oak Securities first reported a position in Invesco S&P 500 Equal Weight Financials ETF in Q1 2025 and has held it in 6 quarters since.
Silver Oak Securities's Invesco S&P 500 Equal Weight Financials ETF position peaked at $1.13M in Q4 2025.
106 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Financials ETF as of Q2 2026.

Based on Silver Oak Securities's 13F filing for Q2 2026, filed 7 Aug 2026.