RFP Financial Group LLC RSPN β€” INVESCO S&P 500 EQUAL WEIGHT INDUSTRIALS ETF

Ownership history in RFP Financial Group LLC  Β·  2 quarters on record

AI Ownership Summary

RFP Financial Group LLC reported INVESCO S&P 500 EQUAL WEIGHT INDUSTRIALS ETF (RSPN) in 2 quarterly 13F filings from 2025 Q3 through 2025 Q4. Peak portfolio weight reached 3.46% in 2025 Q3. The latest visible filing shows RSPN at 0.39% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this RSPN ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was RFP Financial Group LLC's position in INVESCO S&P 500 EQUAL WEIGHT INDUSTRIALS ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

RSPN was reported at 0.39% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.46% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q3 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How RFP Financial Group LLC held RSPN β€” position size vs. price
% of Fund (quarterly)    RSPN price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 90.5% +1.9% ❌ 14,352 -137,168 -90.5% 0.39% $813K 2026-02-14 (Est.) $62.71
2025 Q3 INITIATED β€” β€” β€” 151,520 β€” β€” 3.46% $8.5M 2025-11-12 $55.70

FAQ About RFP Financial Group LLC and RSPN

These are the practical questions this page is built to answer before you even open the full history table.

How long has RFP Financial Group LLC reported owning RSPN?

RFP Financial Group LLC reported RSPN across 2 quarterly 13F filings, from 2025 Q3 through 2025 Q4.

What was the largest reported RSPN position in RFP Financial Group LLC's portfolio?

The largest reported portfolio weight for RSPN was 3.46% in 2025 Q3.

What is the latest reported RSPN position on this page?

The most recent filing on this page is 2025 Q4, when RFP Financial Group LLC reported 14,352 shares, equal to 0.39% of portfolio, with an estimated market value of $813K.

What does the chart on this RSPN ownership page compare?

The chart compares RFP Financial Group LLC's quarterly RSPN portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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