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

Atria Wealth Solutions’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
2023 Q3	–	Sell	-12,520	Closed	-$406K	–	1964
2023 Q2	$406K	Buy	+12,520	New	+$395K	0.01%	1260
2022 Q3	–	Sell	-15,825	Closed	-$490K	–	1841
2022 Q2	$490K	Sell	15,825 -11,175	-41%	-$394K	0.01%	984
2022 Q1	$997K	Buy	+27,000	New	+$952K	0.02%	731

Other funds holding RSPM

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

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

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

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

OAM

Oppenheimer Asset Management New York $9.63B AUM 30.32% 1-Year Est. Return

MIM

Miller Investment Management West Conshohocken, Pennsylvania $1.09B AUM 18.31% 1-Year Est. Return

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

OPPS

Obsidian Personal Planning Solutions Rockville, Maryland $288M AUM 10% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Atria Wealth Solutions's RSPM Position: Q3 2023 in Review

Atria Wealth Solutions sold out of Invesco S&P 500 Equal Weight Materials ETF (RSPM) in Q3 2023, closing a stake of 12,520 shares — an estimated $406K sold.

Atria Wealth Solutions first reported a position in RSPM in Q1 2022 and held it in 3 quarters. The position peaked at $997K in Q1 2022. 84 funds tracked by Wall St. Rank hold RSPM as of Q3 2023.

Atria Wealth Solutions reported no remaining Invesco S&P 500 Equal Weight Materials ETF position as of Q3 2023 after selling out during the quarter.
Atria Wealth Solutions sold 12,520 Invesco S&P 500 Equal Weight Materials ETF shares in Q3 2023, an estimated $406K.
Atria Wealth Solutions first reported a position in Invesco S&P 500 Equal Weight Materials ETF in Q1 2022 and held it in 3 quarters.
Atria Wealth Solutions's Invesco S&P 500 Equal Weight Materials ETF position peaked at $997K in Q1 2022.
84 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Materials ETF as of Q3 2023.

Based on Atria Wealth Solutions's 13F filing for Q3 2023, filed 8 Nov 2023.