Walker Asset Management’s Invesco S&P 500 Equal Weight Financials ETF RSPF Stock Holding History

Walker Asset Management’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 Q3	$1.64M	Sell	21,177 -1,535	-7%	-$127K	0.83%	23
2026 Q2	$1.76M	Buy	22,712 +947	+4%	+$71.6K	0.89%	22
2026 Q1	$1.55M	Buy	21,765 +1,344	+7%	+$101K	0.84%	20
2025 Q4	$1.6M	Buy	20,421 +21	+0.1%	+$1.61K	0.86%	18
2025 Q3	$1.59M	Buy	20,400 +1,762	+9%	+$136K	0.89%	19
2025 Q2	$1.42M	Buy	18,638 +173	+0.9%	+$12.3K	0.82%	21
2025 Q1	$1.34M	Sell	18,465 -142	-0.8%	-$10.5K	0.81%	21
2024 Q4	$1.35M	Sell	18,607 -785	-4%	-$57.5K	0.83%	20
2024 Q3	$1.34M	Sell	19,392 -1,669	-8%	-$110K	0.83%	20
2024 Q2	$1.29M	Sell	21,061 -69	-0.3%	-$4.25K	0.87%	21
2024 Q1	$1.36M	Sell	21,130 -1,169	-5%	-$70.4K	0.9%	20
2023 Q4	$1.31M	Buy	22,299 +35	+0.2%	+$1.86K	0.94%	18
2023 Q3	$1.13M	Sell	22,264 -216	-1%	-$11.4K	1%	18
2023 Q2	$1.15M	Sell	22,480 -696	-3%	-$34.8K	0.95%	19
2023 Q1	$1.17M	Sell	23,176 -257	-1%	-$14.7K	1.01%	17
2022 Q4	$1.32M	Hold	23,433	–	–	1.15%	17
2022 Q3	$1.2M	Buy	23,433 +1,259	+6%	+$70.1K	1.08%	18
2022 Q2	$1.18M	Buy	22,174 +4,532	+26%	+$262K	1.06%	18
2022 Q1	$1.12M	Buy	+17,642	New	+$1.14M	0.9%	19

Other funds holding RSPF

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

Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return

Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return

Perryman Financial Advisory Dallas, Texas $791M AUM 21.08% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Moisand Fitzgerald Tamayo Orlando, Florida $995M AUM 13.19% 1-Year Est. Return

Walker Asset Management's RSPF Position: Q3 2026 in Review

Walker Asset Management reduced its Invesco S&P 500 Equal Weight Financials ETF (RSPF) stake by 6.8% in Q3 2026, selling an estimated $127K and leaving 21,177 shares worth $1.64M. The position accounts for 0.83% of the portfolio, ranked #23.

Walker Asset Management first reported a position in RSPF in Q1 2022 and has held it in 19 quarters since. The position peaked at $1.76M in Q2 2026. 10 funds tracked by Wall St. Rank hold RSPF as of Q3 2026.

Walker Asset Management held 21,177 shares of Invesco S&P 500 Equal Weight Financials ETF worth $1.64M as of Q3 2026.
Walker Asset Management sold 1,535 Invesco S&P 500 Equal Weight Financials ETF shares in Q3 2026, an estimated $127K.
Invesco S&P 500 Equal Weight Financials ETF made up 0.83% of Walker Asset Management's portfolio in Q3 2026, its #23 holding.
Walker Asset Management first reported a position in Invesco S&P 500 Equal Weight Financials ETF in Q1 2022 and has held it in 19 quarters since.
Walker Asset Management's Invesco S&P 500 Equal Weight Financials ETF position peaked at $1.76M in Q2 2026.
10 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Financials ETF as of Q3 2026.

Based on Walker Asset Management's 13F filing for Q3 2026, filed 13 Oct 2026.