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

Steward Partners Investment Advisory’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	$90.2K	Hold	1,163	–	–	﹤0.01%	2635
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

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 $14.2B AUM 18.33% 1-Year Est. Return

YWM

Yoder Wealth Management Walnut Creek, California $265M AUM 16.95% 1-Year Est. Return

Steward Partners Investment Advisory's RSPF Position: Q2 2026 in Review

Steward Partners Investment Advisory held its Invesco S&P 500 Equal Weight Financials ETF (RSPF) position steady in Q2 2026 at 1,163 shares worth $90.2K. The position accounts for ﹤0.01% of the portfolio, ranked #2635.

Steward Partners Investment Advisory first reported a position in RSPF in Q2 2018 and has held it in 19 quarters since. The position peaked at $662K in Q3 2018. 105 funds tracked by Wall St. Rank hold RSPF as of Q2 2026.

Steward Partners Investment Advisory held 1,163 shares of Invesco S&P 500 Equal Weight Financials ETF worth $90.2K as of Q2 2026.
Steward Partners Investment Advisory left its Invesco S&P 500 Equal Weight Financials ETF share count unchanged in Q2 2026.
Invesco S&P 500 Equal Weight Financials ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #2635 holding.
Steward Partners Investment Advisory first reported a position in Invesco S&P 500 Equal Weight Financials ETF in Q2 2018 and has held it in 19 quarters since.
Steward Partners Investment Advisory's Invesco S&P 500 Equal Weight Financials ETF position peaked at $662K in Q3 2018.
105 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Financials ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.