Steward Partners Investment Advisory’s Invesco S&P 500 Equal Weight Financials ETF RSPF Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$83K	Hold	1,163	–	–	﹤0.01%	2481
2025 Q4	$91.3K	Buy	+1,163	New	+$89K	﹤0.01%	2350
2023 Q4	–	Sell	-4,721	Closed	-$239K	–	3563
2023 Q3	$239K	Sell	4,721 -82	-2%	-$4.32K	﹤0.01%	1202
2023 Q2	$246K	Sell	4,803 -414	-8%	-$20.7K	﹤0.01%	1195
2023 Q1	$263K	Buy	5,217 +223	+4%	+$12.7K	﹤0.01%	1167
2022 Q4	$282K	Buy	4,994 +2	+0%	+$112	﹤0.01%	1102
2022 Q3	$256K	Sell	4,992 -368	-7%	-$20.5K	﹤0.01%	1098
2022 Q2	$285K	Buy	5,360 +619	+13%	+$35.7K	0.01%	1058
2022 Q1	$302K	Buy	+4,741	New	+$306K	﹤0.01%	1135
2020 Q3	–	Sell	-12	Closed	–	–	2836
2020 Q2	$0	Buy	12 +1	+9%	+$36	﹤0.01%	2738
2020 Q1	$0	Sell	11 -1,147	-99%	-$48.3K	﹤0.01%	2671
2019 Q4	$54K	Hold	1,158	–	–	﹤0.01%	1360
2019 Q3	$50K	Sell	1,158 -13,567	-92%	-$586K	﹤0.01%	1352
2019 Q2	$638K	Buy	14,725 +60	+0.4%	+$2.55K	0.02%	502
2019 Q1	$590K	Buy	14,665 +316	+2%	+$12.7K	0.03%	475
2018 Q4	$521K	Sell	14,349 -1,040	-7%	-$41.6K	0.03%	475
2018 Q3	$662K	Buy	15,389 +604	+4%	+$26.5K	0.03%	441
2018 Q2	$626K	Buy	+14,785	New	+$650K	0.04%	414