Avantax Advisory Services’s Invesco S&P 500 Equal Weight Materials ETF RSPM Stock Holding History

Avantax Advisory Services’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 Q2	$5.55M	Sell	171,340 -16,700	-9%	-$522K	0.03%	420
2025 Q1	$5.97M	Sell	188,040 -13,895	-7%	-$459K	0.04%	364
2024 Q4	$6.58M	Sell	201,935 -24,550	-11%	-$880K	0.04%	322
2024 Q3	$8.46M	Sell	226,485 -2,616	-1%	-$92.4K	0.06%	265
2024 Q2	$7.9M	Sell	229,101 -1,769	-0.8%	-$62.7K	0.06%	258
2024 Q1	$8.39M	Sell	230,870 -5,287	-2%	-$177K	0.07%	208
2023 Q4	$7.94M	Sell	236,157 -70,335	-23%	-$2.2M	0.08%	200
2023 Q3	$9.51M	Sell	306,492 -11,588	-4%	-$375K	0.11%	148
2023 Q2	$10.3M	Sell	318,080 -10,390	-3%	-$328K	0.12%	142
2023 Q1	$10.7M	Buy	328,470 +39,205	+14%	+$1.3M	0.13%	135
2022 Q4	$9.18M	Sell	289,265 -8,230	-3%	-$261K	0.12%	138
2022 Q3	$8.48M	Sell	297,495 -1,430	-0.5%	-$45.8K	0.13%	124
2022 Q2	$9.26M	Buy	298,925 +6,875	+2%	+$242K	0.14%	117
2022 Q1	$10.8M	Buy	292,050 +10,310	+4%	+$363K	0.15%	105
2021 Q4	$10.1M	Sell	281,740 -1,740	-0.6%	-$60K	0.15%	107
2021 Q3	$9.07M	Buy	283,480 +18,410	+7%	+$610K	0.15%	103
2021 Q2	$8.71M	Buy	265,070 +17,890	+7%	+$600K	0.16%	103
2021 Q1	$7.7M	Buy	+247,180	New	+$7.35M	0.17%	105
2020 Q4	–	Sell	-16,605	Closed	-$388K	–	1281
2020 Q3	$388K	Buy	+16,605	New	+$373K	0.01%	904

Other funds holding RSPM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

TLP

Trinity Legacy Partners Houston, Texas $500M AUM 23.58% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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 $206M AUM 17.72% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Avantax Advisory Services's RSPM Position: Q2 2025 in Review

Avantax Advisory Services reduced its Invesco S&P 500 Equal Weight Materials ETF (RSPM) stake by 8.9% in Q2 2025, selling an estimated $522K and leaving 171,340 shares worth $5.55M. The position accounts for 0.03% of the portfolio, ranked #420.

Avantax Advisory Services first reported a position in RSPM in Q3 2020 and has held it in 19 quarters since. The position peaked at $10.8M in Q1 2022. 73 funds tracked by Wall St. Rank hold RSPM as of Q2 2025.

Avantax Advisory Services held 171,340 shares of Invesco S&P 500 Equal Weight Materials ETF worth $5.55M as of Q2 2025.
Avantax Advisory Services sold 16,700 Invesco S&P 500 Equal Weight Materials ETF shares in Q2 2025, an estimated $522K.
Invesco S&P 500 Equal Weight Materials ETF made up 0.03% of Avantax Advisory Services's portfolio in Q2 2025, its #420 holding.
Avantax Advisory Services first reported a position in Invesco S&P 500 Equal Weight Materials ETF in Q3 2020 and has held it in 19 quarters since.
Avantax Advisory Services's Invesco S&P 500 Equal Weight Materials ETF position peaked at $10.8M in Q1 2022.
73 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Materials ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.