Wealth Enhancement Advisory Services’s Invesco S&P 500 Equal Weight Financials ETF RSPF Stock Holding History

Wealth Enhancement Advisory Services’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	$252K	Buy	+3,205	New	+$265K	﹤0.01%	3522
2025 Q4	–	Sell	-93,919	Closed	-$7.33M	–	3777
2025 Q3	$7.33M	Buy	93,919 +34	+0%	+$2.62K	0.01%	778
2025 Q2	$7.29M	Buy	93,885 +3,570	+4%	+$255K	0.01%	742
2025 Q1	$6.55M	Buy	90,315 +87,526	+3,138%	+$6.45M	0.01%	732
2024 Q4	$202K	Buy	+2,789	New	+$204K	﹤0.01%	2688

Other funds holding RSPF

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Yoder Wealth Management Walnut Creek, California $265M AUM 16.95% 1-Year Est. Return

Walker Asset Management Verona, Missouri $197M AUM 22.74% 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

BIP Wealth Atlanta, Georgia $3.69B AUM 12.44% 1-Year Est. Return

Harbor Asset Planning Belmont, Massachusetts $133M AUM 16.92% 1-Year Est. Return

Axxcess Wealth Management Carlsbad, California $2.44B AUM 16.42% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

Wealth Enhancement Advisory Services's RSPF Position: Q3 2026 in Review

Wealth Enhancement Advisory Services opened a new position in Invesco S&P 500 Equal Weight Financials ETF (RSPF) in Q3 2026: 3,205 shares worth $252K. The stake represents ﹤0.01% of the portfolio and ranks #3522 among its holdings. This is a return to the name: Wealth Enhancement Advisory Services previously reported a position in RSPF as recently as Q3 2025.

Wealth Enhancement Advisory Services first reported a position in RSPF in Q4 2024 and has held it in 5 quarters since. The position peaked at $7.33M in Q3 2025. 21 funds tracked by Wall St. Rank hold RSPF as of Q3 2026.

Wealth Enhancement Advisory Services held 3,205 shares of Invesco S&P 500 Equal Weight Financials ETF worth $252K as of Q3 2026.
Invesco S&P 500 Equal Weight Financials ETF was a new Wealth Enhancement Advisory Services position in Q3 2026.
Invesco S&P 500 Equal Weight Financials ETF made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #3522 holding.
Wealth Enhancement Advisory Services first reported a position in Invesco S&P 500 Equal Weight Financials ETF in Q4 2024 and has held it in 5 quarters since.
Wealth Enhancement Advisory Services's Invesco S&P 500 Equal Weight Financials ETF position peaked at $7.33M in Q3 2025.
21 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Financials ETF as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.