YWM
RSPF icon

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
Q2 		$3.54M Buy
45,649
+1,147
+3% +$86.7K 1.38% 22
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
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 $12.8B AUM 26.53% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Yoder Wealth Management's RSPF Position: Q2 2026 in Review

Yoder Wealth Management increased its Invesco S&P 500 Equal Weight Financials ETF (RSPF) stake by 2.6% in Q2 2026, buying an estimated $86.7K and bringing the position to 45,649 shares worth $3.54M. The position accounts for 1.38% of the portfolio, ranked #22.

Yoder Wealth Management first reported a position in RSPF in Q1 2023 and has held it in 14 quarters since. 106 funds tracked by Wall St. Rank hold RSPF as of Q2 2026.

  • Yoder Wealth Management held 45,649 shares of Invesco S&P 500 Equal Weight Financials ETF worth $3.54M as of Q2 2026.
  • Yoder Wealth Management bought 1,147 Invesco S&P 500 Equal Weight Financials ETF shares in Q2 2026, an estimated $86.7K.
  • Invesco S&P 500 Equal Weight Financials ETF made up 1.38% of Yoder Wealth Management's portfolio in Q2 2026, its #22 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 14 quarters since.
  • 106 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Financials ETF as of Q2 2026.

Based on Yoder Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.