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Stonebridge Financial Group (Pennsylvania)’s Invesco S&P 500 Equal Weight Financials ETF RSPF Stock Holding History

Stonebridge Financial Group (Pennsylvania)’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
-148
Closed -$10.7K – 798
2025
Q1 		$10.7K Hold
148
– – ﹤0.01% 588
2024
Q4 		$10.7K Buy
+148
New +$10.8K ﹤0.01% 583

Other funds holding RSPF

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
UBS Group
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
LPL Financial
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
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania)'s RSPF Position: Q2 2025 in Review

Stonebridge Financial Group (Pennsylvania) sold out of Invesco S&P 500 Equal Weight Financials ETF (RSPF) in Q2 2025, closing a stake of 148 shares — an estimated $10.7K sold.

Stonebridge Financial Group (Pennsylvania) first reported a position in RSPF in Q4 2024 and held it in 2 quarters. The position peaked at $10.7K in Q1 2025. 103 funds tracked by Wall St. Rank hold RSPF as of Q2 2025.

  • Stonebridge Financial Group (Pennsylvania) reported no remaining Invesco S&P 500 Equal Weight Financials ETF position as of Q2 2025 after selling out during the quarter.
  • Stonebridge Financial Group (Pennsylvania) sold 148 Invesco S&P 500 Equal Weight Financials ETF shares in Q2 2025, an estimated $10.7K.
  • Stonebridge Financial Group (Pennsylvania) first reported a position in Invesco S&P 500 Equal Weight Financials ETF in Q4 2024 and held it in 2 quarters.
  • Stonebridge Financial Group (Pennsylvania)'s Invesco S&P 500 Equal Weight Financials ETF position peaked at $10.7K in Q1 2025.
  • 103 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Financials ETF as of Q2 2025.

Based on Stonebridge Financial Group (Pennsylvania)'s 13F filing for Q2 2025, filed 24 Jul 2025.