AE Wealth Management’s Invesco S&P 500 Equal Weight Materials ETF RSPM Stock Holding History

AE Wealth Management’s Portfolio RSPM Stock Details RSPM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$24K	Hold	620	–	–	﹤0.01%	2223
2026 Q1	$24K	Hold	620	–	–	﹤0.01%	2112
2025 Q4	$21.1K	Hold	620	–	–	﹤0.01%	2021
2025 Q3	$20.3K	Hold	620	–	–	﹤0.01%	1892
2025 Q2	$20.1K	Buy	620 +320	+107%	+$9.99K	﹤0.01%	1762
2025 Q1	$9.52K	Hold	300	–	–	﹤0.01%	1864
2024 Q4	$9.77K	Buy	+300	New	+$10.8K	﹤0.01%	1848
2017 Q4	–	Sell	-16,875	Closed	-$351K	–	456
2017 Q3	$351K	Hold	16,875	–	–	0.03%	280
2017 Q2	$330K	Buy	+16,875	New	+$326K	0.04%	283

Other funds holding RSPM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Friedenthal Financial Marlton, New Jersey $217M AUM 21.15% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

MWM

Maltin Wealth Management Ridgewood, New Jersey $299M AUM 22.87% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

NAM

NTV Asset Management Charleston, West Virginia $1.02B AUM 31.16% 1-Year Est. Return

CMP

Courage Miller Partners Norfolk, Virginia $379M AUM 16.36% 1-Year Est. Return

AE Wealth Management's RSPM Position: Q2 2026 in Review

AE Wealth Management held its Invesco S&P 500 Equal Weight Materials ETF (RSPM) position steady in Q2 2026 at 620 shares worth $24K. The position accounts for ﹤0.01% of the portfolio, ranked #2223.

AE Wealth Management first reported a position in RSPM in Q2 2017 and has held it in 9 quarters since. The position peaked at $351K in Q3 2017. 75 funds tracked by Wall St. Rank hold RSPM as of Q2 2026.

AE Wealth Management held 620 shares of Invesco S&P 500 Equal Weight Materials ETF worth $24K as of Q2 2026.
AE Wealth Management left its Invesco S&P 500 Equal Weight Materials ETF share count unchanged in Q2 2026.
Invesco S&P 500 Equal Weight Materials ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #2223 holding.
AE Wealth Management first reported a position in Invesco S&P 500 Equal Weight Materials ETF in Q2 2017 and has held it in 9 quarters since.
AE Wealth Management's Invesco S&P 500 Equal Weight Materials ETF position peaked at $351K in Q3 2017.
75 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Materials ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.