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 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

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

Walker Asset Management's RSPF Position: Q2 2026 in Review

Walker Asset Management increased its Invesco S&P 500 Equal Weight Financials ETF (RSPF) stake by 4.4% in Q2 2026, buying an estimated $71.6K and bringing the position to 22,712 shares worth $1.76M. The position accounts for 0.89% of the portfolio, ranked #22.

Walker Asset Management first reported a position in RSPF in Q1 2022 and has held it in 18 quarters since. 106 funds tracked by Wall St. Rank hold RSPF as of Q2 2026.

Walker Asset Management held 22,712 shares of Invesco S&P 500 Equal Weight Financials ETF worth $1.76M as of Q2 2026.
Walker Asset Management bought 947 Invesco S&P 500 Equal Weight Financials ETF shares in Q2 2026, an estimated $71.6K.
Invesco S&P 500 Equal Weight Financials ETF made up 0.89% of Walker Asset Management's portfolio in Q2 2026, its #22 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 18 quarters since.
106 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Financials ETF as of Q2 2026.

Based on Walker Asset Management's 13F filing for Q2 2026, filed 10 Jul 2026.