Twin Peaks Wealth Advisors’s Invesco S&P 500 Equal Weight Financials ETF RSPF Stock Holding History

Twin Peaks Wealth Advisors’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	$21.2K	Buy	+297	New	+$22.4K	0.01%	692
2025 Q3	–	Sell	-297	Closed	-$22.7K	–	1693
2025 Q2	$22.7K	Buy	+297	New	+$21.2K	0.01%	560

Other funds holding RSPF

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JGCM

Joseph Group Capital Management Columbus, Ohio $400M AUM 18.42% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

ACG

Allen Capital Group Grand Island, Nebraska $1.12B AUM 13.85% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Twin Peaks Wealth Advisors's RSPF Position: Q1 2026 in Review

Twin Peaks Wealth Advisors opened a new position in Invesco S&P 500 Equal Weight Financials ETF (RSPF) in Q1 2026: 297 shares worth $21.2K. The stake represents 0.01% of the portfolio and ranks #692 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in RSPF as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in RSPF in Q2 2025 and has held it in 2 quarters since. The position peaked at $22.7K in Q2 2025. 95 funds tracked by Wall St. Rank hold RSPF as of Q1 2026.

Twin Peaks Wealth Advisors held 297 shares of Invesco S&P 500 Equal Weight Financials ETF worth $21.2K as of Q1 2026.
Invesco S&P 500 Equal Weight Financials ETF was a new Twin Peaks Wealth Advisors position in Q1 2026.
Invesco S&P 500 Equal Weight Financials ETF made up 0.01% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #692 holding.
Twin Peaks Wealth Advisors first reported a position in Invesco S&P 500 Equal Weight Financials ETF in Q2 2025 and has held it in 2 quarters since.
Twin Peaks Wealth Advisors's Invesco S&P 500 Equal Weight Financials ETF position peaked at $22.7K in Q2 2025.
95 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Financials ETF as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.