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 Q3	$3.54M	Buy	45,773 +124	+0.3%	+$10.3K	1.34%	22
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

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

WAM

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Moisand Fitzgerald Tamayo Orlando, Florida $995M AUM 13.19% 1-Year Est. Return

Yoder Wealth Management's RSPF Position: Q3 2026 in Review

Yoder Wealth Management increased its Invesco S&P 500 Equal Weight Financials ETF (RSPF) stake by 0.27% in Q3 2026, buying an estimated $10.3K and bringing the position to 45,773 shares worth $3.54M. The position accounts for 1.34% of the portfolio, ranked #22.

Yoder Wealth Management first reported a position in RSPF in Q1 2023 and has held it in 15 quarters since. 10 funds tracked by Wall St. Rank hold RSPF as of Q3 2026.

Yoder Wealth Management held 45,773 shares of Invesco S&P 500 Equal Weight Financials ETF worth $3.54M as of Q3 2026.
Yoder Wealth Management bought 124 Invesco S&P 500 Equal Weight Financials ETF shares in Q3 2026, an estimated $10.3K.
Invesco S&P 500 Equal Weight Financials ETF made up 1.34% of Yoder Wealth Management's portfolio in Q3 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 15 quarters since.
10 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Financials ETF as of Q3 2026.

Based on Yoder Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.