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

Waverly 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
Q2 		$126K Hold
1,625
– – ﹤0.01% 1668
2026
Q1 		$116K Hold
1,625
– – ﹤0.01% 1526
2025
Q4 		$128K Buy
+1,625
New +$124K ﹤0.01% 1415

Other funds holding RSPF

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
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
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 $14.2B AUM 18.33% 1-Year Est. Return
YWM
Yoder Wealth Management Walnut Creek, California $265M AUM 16.95% 1-Year Est. Return

Waverly Advisors's RSPF Position: Q2 2026 in Review

Waverly Advisors held its Invesco S&P 500 Equal Weight Financials ETF (RSPF) position steady in Q2 2026 at 1,625 shares worth $126K. The position accounts for ﹤0.01% of the portfolio, ranked #1668.

Waverly Advisors first reported a position in RSPF in Q4 2025 and has held it in 3 quarters since. The position peaked at $128K in Q4 2025. 105 funds tracked by Wall St. Rank hold RSPF as of Q2 2026.

  • Waverly Advisors held 1,625 shares of Invesco S&P 500 Equal Weight Financials ETF worth $126K as of Q2 2026.
  • Waverly Advisors left its Invesco S&P 500 Equal Weight Financials ETF share count unchanged in Q2 2026.
  • Invesco S&P 500 Equal Weight Financials ETF made up ﹤0.01% of Waverly Advisors's portfolio in Q2 2026, its #1668 holding.
  • Waverly Advisors first reported a position in Invesco S&P 500 Equal Weight Financials ETF in Q4 2025 and has held it in 3 quarters since.
  • Waverly Advisors's Invesco S&P 500 Equal Weight Financials ETF position peaked at $128K 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 Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.