AssetMark Inc
RSPM icon

AssetMark Inc’s Invesco S&P 500 Equal Weight Materials ETF RSPM Stock Holding History

AssetMark Inc’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
2025
Q1 		– Sell
-31
Closed -$1.01K – 2745
2024
Q4 		$1.01K Buy
+31
New +$1.11K ﹤0.01% 2242
2021
Q1 		– Sell
-115
Closed -$3K – 1501
2020
Q4 		$3K Buy
+115
New +$2.99K ﹤0.01% 1142

Other funds holding RSPM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
FF
Friedenthal Financial Marlton, New Jersey $217M AUM 21.15% 1-Year Est. Return
TLP
Trinity Legacy Partners Houston, Texas $500M AUM 23.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
MWM
Maltin Wealth Management Ridgewood, New Jersey $299M AUM 22.87% 1-Year Est. Return
OPPS
Obsidian Personal Planning Solutions Rockville, Maryland $288M AUM 10% 1-Year Est. Return
PSF
Pacific Sun Financial Los Angeles, California $242M AUM 27.28% 1-Year Est. Return

AssetMark Inc's RSPM Position: Q1 2025 in Review

AssetMark Inc sold out of Invesco S&P 500 Equal Weight Materials ETF (RSPM) in Q1 2025, closing a stake of 31 shares — an estimated $1.01K sold.

AssetMark Inc first reported a position in RSPM in Q4 2020 and held it in 2 quarters. The position peaked at $3K in Q4 2020. 73 funds tracked by Wall St. Rank hold RSPM as of Q1 2025.

  • AssetMark Inc reported no remaining Invesco S&P 500 Equal Weight Materials ETF position as of Q1 2025 after selling out during the quarter.
  • AssetMark Inc sold 31 Invesco S&P 500 Equal Weight Materials ETF shares in Q1 2025, an estimated $1.01K.
  • AssetMark Inc first reported a position in Invesco S&P 500 Equal Weight Materials ETF in Q4 2020 and held it in 2 quarters.
  • AssetMark Inc's Invesco S&P 500 Equal Weight Materials ETF position peaked at $3K in Q4 2020.
  • 73 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Materials ETF as of Q1 2025.

Based on AssetMark Inc's 13F filing for Q1 2025, filed 6 May 2025.