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Aptus Capital Advisors’s Invesco S&P 500 Equal Weight Materials ETF RSPM Stock Holding History

Aptus Capital Advisors’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
Q1 		$60.9K Buy
1,574
+2
+0.1% +$76 ﹤0.01% 1248
2025
Q4 		$53.6K Buy
1,572
+8
+0.5% +$263 ﹤0.01% 1283
2025
Q3 		$51.2K Buy
1,564
+9
+0.6% +$300 ﹤0.01% 1229
2025
Q2 		$50.4K Buy
1,555
+8
+0.5% +$250 ﹤0.01% 1181
2025
Q1 		$49.1K Buy
1,547
+9
+0.6% +$297 ﹤0.01% 1108
2024
Q4 		$50.1K Hold
1,538
– – ﹤0.01% 1106
2024
Q3 		$57.5K Hold
1,538
– – ﹤0.01% 915
2024
Q2 		$53K Hold
1,538
– – ﹤0.01% 886
2024
Q1 		$55.9K Buy
+1,538
New +$51.5K ﹤0.01% 881
2023
Q1 		– Sell
-100
Closed -$3.17K – 877
2022
Q4 		$3.17K Hold
100
– – ﹤0.01% 747
2022
Q3 		$3K Buy
+100
New +$3.2K ﹤0.01% 730

Other funds holding RSPM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
FF
Friedenthal Financial Marlton, New Jersey $217M AUM 21.15% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
NAM
NTV Asset Management Charleston, West Virginia $910M AUM 27.02% 1-Year Est. Return
MWM
Maltin Wealth Management Ridgewood, New Jersey $262M AUM 19.65% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CMP
Courage Miller Partners Norfolk, Virginia $354M AUM 13.72% 1-Year Est. Return