AWA
RSPM icon

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

Arkadios Wealth 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
2024
Q4 		– Sell
-5,691
Closed -$213K – 990
2024
Q3 		$213K Buy
+5,691
New +$201K 0.01% 824
2024
Q2 		– Sell
-5,657
Closed -$206K – 903
2024
Q1 		$206K Buy
+5,657
New +$189K 0.02% 648
2022
Q2 		– Sell
-5,500
Closed -$203K – 596
2022
Q1 		$203K Buy
+5,500
New +$194K 0.03% 536
2021
Q4 		– Sell
-5,470
Closed -$175K – 1532
2021
Q3 		$175K Buy
5,470
+15
+0.3% +$497 0.03% 538
2021
Q2 		$179K Buy
5,455
+15
+0.3% +$503 0.02% 563
2021
Q1 		$169K Buy
5,440
+75
+1% +$2.23K 0.03% 438
2020
Q4 		$149K Buy
5,365
+10
+0.2% +$260 0.03% 368
2020
Q3 		$133K Buy
5,355
+15
+0.3% +$337 0.07% 244
2020
Q2 		$114K Buy
5,340
+20
+0.4% +$381 0.06% 237
2020
Q1 		$87.3K Buy
5,320
+25
+0.5% +$511 0.06% 252
2019
Q4 		$120K Buy
+5,295
New +$118K 0.07% 209

Other funds holding RSPM

HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
OPPS
Obsidian Personal Planning Solutions Rockville, Maryland $288M AUM 10% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FF
Friedenthal Financial Marlton, New Jersey $217M AUM 21.15% 1-Year Est. Return
TLP
Trinity Legacy Partners Houston, Texas $462M AUM 15.55% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Arkadios Wealth Advisors's RSPM Position: Q4 2024 in Review

Arkadios Wealth Advisors sold out of Invesco S&P 500 Equal Weight Materials ETF (RSPM) in Q4 2024, closing a stake of 5,691 shares — an estimated $213K sold.

Arkadios Wealth Advisors first reported a position in RSPM in Q4 2019 and held it in 11 quarters. The position peaked at $213K in Q3 2024. 78 funds tracked by Wall St. Rank hold RSPM as of Q4 2024.

  • Arkadios Wealth Advisors reported no remaining Invesco S&P 500 Equal Weight Materials ETF position as of Q4 2024 after selling out during the quarter.
  • Arkadios Wealth Advisors sold 5,691 Invesco S&P 500 Equal Weight Materials ETF shares in Q4 2024, an estimated $213K.
  • Arkadios Wealth Advisors first reported a position in Invesco S&P 500 Equal Weight Materials ETF in Q4 2019 and held it in 11 quarters.
  • Arkadios Wealth Advisors's Invesco S&P 500 Equal Weight Materials ETF position peaked at $213K in Q3 2024.
  • 78 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Materials ETF as of Q4 2024.

Based on Arkadios Wealth Advisors's 13F filing for Q4 2024, filed 15 Jan 2025.