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

Tidemark’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	$28.9K	Buy	372 +1	+0.3%	+$76	0.01%	372
2026 Q1	$26.5K	Buy	371 +2	+0.5%	+$151	0.01%	336
2025 Q4	$28.9K	Buy	369 +2	+0.5%	+$153	0.01%	299
2025 Q3	$28.6K	Buy	367 +1	+0.3%	+$77	0.01%	311
2025 Q2	$27.9K	Buy	366 +2	+0.5%	+$143	0.01%	320
2025 Q1	$26.4K	Buy	364 +1	+0.3%	+$74	0.01%	318
2024 Q4	$26.3K	Buy	363 +2	+0.6%	+$147	0.01%	322
2024 Q3	$24.9K	Buy	361 +1	+0.3%	+$66	0.01%	307
2024 Q2	$22.1K	Buy	360 +2	+0.6%	+$123	0.01%	308
2024 Q1	$23K	Sell	358 -78	-18%	-$4.7K	0.01%	318
2023 Q4	$25.6K	Buy	+436	New	+$23.2K	0.02%	303

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 $12.8B AUM 26.53% 1-Year Est. Return

YWM

Yoder Wealth Management Walnut Creek, California $256M AUM 23.47% 1-Year Est. Return

Tidemark's RSPF Position: Q2 2026 in Review

Tidemark increased its Invesco S&P 500 Equal Weight Financials ETF (RSPF) stake by 0.27% in Q2 2026, buying an estimated $76 and bringing the position to 372 shares worth $28.9K. The position accounts for 0.01% of the portfolio, ranked #372.

Tidemark first reported a position in RSPF in Q4 2023 and has held it in 11 quarters since. The position peaked at $28.9K in Q4 2025. 105 funds tracked by Wall St. Rank hold RSPF as of Q2 2026.

Tidemark held 372 shares of Invesco S&P 500 Equal Weight Financials ETF worth $28.9K as of Q2 2026.
Tidemark bought 1 Invesco S&P 500 Equal Weight Financials ETF share in Q2 2026, an estimated $76.
Invesco S&P 500 Equal Weight Financials ETF made up 0.01% of Tidemark's portfolio in Q2 2026, its #372 holding.
Tidemark first reported a position in Invesco S&P 500 Equal Weight Financials ETF in Q4 2023 and has held it in 11 quarters since.
Tidemark's Invesco S&P 500 Equal Weight Financials ETF position peaked at $28.9K in Q4 2025.
105 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Financials ETF as of Q2 2026.

Based on Tidemark's 13F filing for Q2 2026, filed 10 Aug 2026.