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RSPF icon

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

Sunbelt 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
Q1 		$1.49M Buy
20,838
+1,752
+9% +$132K 0.09% 185
2025
Q4 		$1.5M Buy
19,086
+1
+0% +$77 0.1% 173
2025
Q3 		$1.48M Buy
19,085
+1,761
+10% +$136K 0.1% 170
2025
Q2 		$1.25M Buy
17,324
+129
+0.8% +$9.2K 0.11% 172
2025
Q1 		$1.25M Sell
17,195
-129
-0.7% -$9.5K 0.11% 153
2024
Q4 		$1.25M Buy
17,324
+3,287
+23% +$241K 0.11% 172
2024
Q3 		$968K Buy
14,037
+1
+0% +$66 0.1% 209
2024
Q2 		$860K Buy
14,036
+2
+0% +$123 0.09% 215
2024
Q1 		$902K Buy
14,034
+991
+8% +$59.7K 0.1% 196
2023
Q4 		$764K Sell
13,043
-4,024
-24% -$214K 0.1% 227
2023
Q3 		$865K Buy
17,067
+3,153
+23% +$166K 0.12% 182
2023
Q2 		$713K Sell
13,914
-694
-5% -$34.7K 0.1% 216
2023
Q1 		$729K Buy
14,608
+3,242
+29% +$185K 0.12% 192
2022
Q4 		$641K Buy
11,366
+2,436
+27% +$137K 0.13% 199
2022
Q3 		$457K Buy
8,930
+282
+3% +$15.7K 0.1% 250
2022
Q2 		$460K Buy
8,648
+4,225
+96% +$244K 0.1% 255
2022
Q1 		$287K Buy
4,423
+310
+8% +$20K 0.05% 367
2021
Q4 		$276K Buy
+4,113
New +$265K 0.04% 389

Other funds holding RSPF

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JGCM
Joseph Group Capital Management Columbus, Ohio $476M AUM 21.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 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

Sunbelt Securities's RSPF Position: Q1 2026 in Review

Sunbelt Securities increased its Invesco S&P 500 Equal Weight Financials ETF (RSPF) stake by 9.2% in Q1 2026, buying an estimated $132K and bringing the position to 20,838 shares worth $1.49M. The position accounts for 0.09% of the portfolio, ranked #185.

Sunbelt Securities first reported a position in RSPF in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.5M in Q4 2025. 95 funds tracked by Wall St. Rank hold RSPF as of Q1 2026.

  • Sunbelt Securities held 20,838 shares of Invesco S&P 500 Equal Weight Financials ETF worth $1.49M as of Q1 2026.
  • Sunbelt Securities bought 1,752 Invesco S&P 500 Equal Weight Financials ETF shares in Q1 2026, an estimated $132K.
  • Invesco S&P 500 Equal Weight Financials ETF made up 0.09% of Sunbelt Securities's portfolio in Q1 2026, its #185 holding.
  • Sunbelt Securities first reported a position in Invesco S&P 500 Equal Weight Financials ETF in Q4 2021 and has held it in 18 quarters since.
  • Sunbelt Securities's Invesco S&P 500 Equal Weight Financials ETF position peaked at $1.5M in Q4 2025.
  • 95 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Financials ETF as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.