Wealthcare Advisory Partners’s Invesco S&P 500 Equal Weight Financials ETF RSPF Stock Holding History

Wealthcare Advisory Partners’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	$245K	Sell	3,161 -230	-7%	-$17.4K	﹤0.01%	956
2026 Q1	$242K	Sell	3,391 -403	-11%	-$30.4K	﹤0.01%	954
2025 Q4	$298K	Sell	3,794 -476	-11%	-$36.4K	0.01%	874
2025 Q3	$332K	Sell	4,270 -47	-1%	-$3.63K	0.01%	816
2025 Q2	$329K	Sell	4,317 -562	-12%	-$40.1K	0.01%	764
2025 Q1	$354K	Buy	4,879 +130	+3%	+$9.57K	0.01%	684
2024 Q4	$344K	Buy	4,749 +802	+20%	+$58.8K	0.01%	668
2024 Q3	$272K	Buy	3,947 +1	+0%	+$66	0.01%	748
2024 Q2	$242K	Sell	3,946 -123	-3%	-$7.58K	0.01%	736
2024 Q1	$261K	Sell	4,069 -38	-0.9%	-$2.29K	0.01%	709
2023 Q4	$241K	Sell	4,107 -355	-8%	-$18.9K	0.01%	668
2023 Q3	$226K	Sell	4,462 -73	-2%	-$3.85K	0.01%	622
2023 Q2	$232K	Sell	4,535 -141	-3%	-$7.06K	0.01%	631
2023 Q1	$236K	Buy	4,676 +1,058	+29%	+$60.4K	0.01%	651
2022 Q4	$204K	Buy	+3,618	New	+$203K	0.01%	651
2022 Q3	–	Sell	-3,813	Closed	-$203K	–	622
2022 Q2	$203K	Buy	3,813 +242	+7%	+$14K	0.01%	532
2022 Q1	$227K	Buy	+3,571	New	+$230K	0.01%	488
2021 Q2	–	Sell	-81	Closed	-$5K	–	1597
2021 Q1	$5K	Buy	+81	New	+$4.26K	﹤0.01%	1666

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

Wealthcare Advisory Partners's RSPF Position: Q2 2026 in Review

Wealthcare Advisory Partners reduced its Invesco S&P 500 Equal Weight Financials ETF (RSPF) stake by 6.8% in Q2 2026, selling an estimated $17.4K and leaving 3,161 shares worth $245K. The position accounts for ﹤0.01% of the portfolio, ranked #956.

Wealthcare Advisory Partners first reported a position in RSPF in Q1 2021 and has held it in 18 quarters since. The position peaked at $354K in Q1 2025. 106 funds tracked by Wall St. Rank hold RSPF as of Q2 2026.

Wealthcare Advisory Partners held 3,161 shares of Invesco S&P 500 Equal Weight Financials ETF worth $245K as of Q2 2026.
Wealthcare Advisory Partners sold 230 Invesco S&P 500 Equal Weight Financials ETF shares in Q2 2026, an estimated $17.4K.
Invesco S&P 500 Equal Weight Financials ETF made up ﹤0.01% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #956 holding.
Wealthcare Advisory Partners first reported a position in Invesco S&P 500 Equal Weight Financials ETF in Q1 2021 and has held it in 18 quarters since.
Wealthcare Advisory Partners's Invesco S&P 500 Equal Weight Financials ETF position peaked at $354K in Q1 2025.
106 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Financials ETF as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.