Wealth Enhancement Advisory Services
RSPF icon

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
2025
Q4 		– Sell
-93,919
Closed -$7.33M – 3777
2025
Q3 		$7.33M Buy
93,919
+34
+0% +$2.63K 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

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
JGCM
Joseph Group Capital Management Columbus, Ohio $476M AUM 21.21% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wealth Enhancement Advisory Services's RSPF Position: Q4 2025 in Review

Wealth Enhancement Advisory Services sold out of Invesco S&P 500 Equal Weight Financials ETF (RSPF) in Q4 2025, closing a stake of 93,919 shares — an estimated $7.33M sold.

Wealth Enhancement Advisory Services first reported a position in RSPF in Q4 2024 and held it in 4 quarters. The position peaked at $7.33M in Q3 2025. 100 funds tracked by Wall St. Rank hold RSPF as of Q4 2025.

  • Wealth Enhancement Advisory Services reported no remaining Invesco S&P 500 Equal Weight Financials ETF position as of Q4 2025 after selling out during the quarter.
  • Wealth Enhancement Advisory Services sold 93,919 Invesco S&P 500 Equal Weight Financials ETF shares in Q4 2025, an estimated $7.33M.
  • Wealth Enhancement Advisory Services first reported a position in Invesco S&P 500 Equal Weight Financials ETF in Q4 2024 and held it in 4 quarters.
  • Wealth Enhancement Advisory Services's Invesco S&P 500 Equal Weight Financials ETF position peaked at $7.33M in Q3 2025.
  • 100 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Financials ETF as of Q4 2025.

Based on Wealth Enhancement Advisory Services's 13F filing for Q4 2025, filed 8 Jan 2026.