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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Oppenheimer Asset Management New York $8.76B AUM 23.12% 1-Year Est. Return

Miller Investment Management West Conshohocken, Pennsylvania $1.01B AUM 13.96% 1-Year Est. Return

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

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 $68.3B AUM 20.5% 1-Year Est. Return