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

Spire 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	-450	Closed	-$32.6K	–	2529
2025 Q1	$32.6K	Hold	450	–	–	﹤0.01%	1440
2024 Q4	$32.6K	Hold	450	–	–	﹤0.01%	1448
2024 Q3	$31K	Hold	450	–	–	﹤0.01%	1293
2024 Q2	$27.6K	Hold	450	–	–	﹤0.01%	1318
2024 Q1	$28.9K	Hold	450	–	–	﹤0.01%	1399
2023 Q4	$26.4K	Hold	450	–	–	﹤0.01%	1436
2023 Q3	$22.8K	Hold	450	–	–	﹤0.01%	1453
2023 Q2	$23K	Hold	450	–	–	﹤0.01%	1534
2023 Q1	$22.7K	Buy	+450	New	+$25.7K	﹤0.01%	1572
2022 Q3	–	Sell	-450	Closed	-$24K	–	2530
2022 Q2	$24K	Sell	450 -450	-50%	-$26K	﹤0.01%	1598
2022 Q1	$57K	Hold	900	–	–	﹤0.01%	1403
2021 Q4	$58K	Hold	900	–	–	﹤0.01%	1646
2021 Q3	$55K	Hold	900	–	–	﹤0.01%	1437
2021 Q2	$54K	Hold	900	–	–	﹤0.01%	1452
2021 Q1	$50K	Buy	+900	New	+$47.4K	﹤0.01%	1724

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

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

Spire Wealth Management sold out of Invesco S&P 500 Equal Weight Financials ETF (RSPF) in Q2 2025, closing a stake of 450 shares — an estimated $32.6K sold.

Spire Wealth Management first reported a position in RSPF in Q1 2021 and held it in 15 quarters. The position peaked at $58K in Q4 2021. 103 funds tracked by Wall St. Rank hold RSPF as of Q2 2025.

Spire Wealth Management reported no remaining Invesco S&P 500 Equal Weight Financials ETF position as of Q2 2025 after selling out during the quarter.
Spire Wealth Management sold 450 Invesco S&P 500 Equal Weight Financials ETF shares in Q2 2025, an estimated $32.6K.
Spire Wealth Management first reported a position in Invesco S&P 500 Equal Weight Financials ETF in Q1 2021 and held it in 15 quarters.
Spire Wealth Management's Invesco S&P 500 Equal Weight Financials ETF position peaked at $58K 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 Spire Wealth Management's 13F filing for Q2 2025, filed 4 Aug 2025.