Yoder Wealth Management’s Invesco S&P 500 Equal Weight Financials ETF RSPF Stock Holding History

Yoder Wealth 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 Q1	$3.18M	Buy	44,502 +1,250	+3%	+$94.4K	1.45%	23
2025 Q4	$3.4M	Sell	43,252 -506	-1%	-$38.7K	1.55%	20
2025 Q3	$3.4M	Buy	43,758 +1,582	+4%	+$122K	1.61%	19
2025 Q2	$3.21M	Buy	42,176 +2,521	+6%	+$180K	1.67%	21
2025 Q1	$2.88M	Sell	39,655 -588	-1%	-$43.3K	1.62%	22
2024 Q4	$2.91M	Buy	40,243 +724	+2%	+$53.1K	1.61%	21
2024 Q3	$2.73M	Buy	39,519 +827	+2%	+$54.4K	1.64%	19
2024 Q2	$2.37M	Sell	38,692 -1,708	-4%	-$105K	1.54%	20
2024 Q1	$2.6M	Sell	40,400 -1,556	-4%	-$93.8K	1.69%	20
2023 Q4	$2.46M	Buy	41,956 +491	+1%	+$26.1K	1.73%	20
2023 Q3	$2.1M	Buy	41,465 +2,758	+7%	+$145K	1.73%	17
2023 Q2	$1.98M	Sell	38,707 -880	-2%	-$44K	1.56%	18
2023 Q1	$2M	Buy	+39,587	New	+$2.26M	1.66%	20

Other funds holding RSPF

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JGCM

Joseph Group Capital Management Columbus, Ohio $400M AUM 18.42% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JPLA

Joseph P. Lucia & Associates Yorktown Heights, New York $280M AUM 18.25% 1-Year Est. Return

DIP

Davis Investment Partners Charlotte, North Carolina $283M AUM 24.98% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

ACG

Allen Capital Group Grand Island, Nebraska $1.12B AUM 13.85% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Yoder Wealth Management's RSPF Position: Q1 2026 in Review

Yoder Wealth Management increased its Invesco S&P 500 Equal Weight Financials ETF (RSPF) stake by 2.9% in Q1 2026, buying an estimated $94.4K and bringing the position to 44,502 shares worth $3.18M. The position accounts for 1.45% of the portfolio, ranked #23.

Yoder Wealth Management first reported a position in RSPF in Q1 2023 and has held it in 13 quarters since. The position peaked at $3.4M in Q3 2025. 95 funds tracked by Wall St. Rank hold RSPF as of Q1 2026.

Yoder Wealth Management held 44,502 shares of Invesco S&P 500 Equal Weight Financials ETF worth $3.18M as of Q1 2026.
Yoder Wealth Management bought 1,250 Invesco S&P 500 Equal Weight Financials ETF shares in Q1 2026, an estimated $94.4K.
Invesco S&P 500 Equal Weight Financials ETF made up 1.45% of Yoder Wealth Management's portfolio in Q1 2026, its #23 holding.
Yoder Wealth Management first reported a position in Invesco S&P 500 Equal Weight Financials ETF in Q1 2023 and has held it in 13 quarters since.
Yoder Wealth Management's Invesco S&P 500 Equal Weight Financials ETF position peaked at $3.4M in Q3 2025.
95 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Financials ETF as of Q1 2026.

Based on Yoder Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.