BAM
RSPM icon

Belpointe Asset Management’s Invesco S&P 500 Equal Weight Materials ETF RSPM Stock Holding History

Belpointe Asset Management’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
Q2 		– Sell
-550
Closed -$17.9K – 2798
2023
Q1 		$17.9K Hold
550
– – ﹤0.01% 2363
2022
Q4 		$17.5K Buy
+550
New +$17.4K ﹤0.01% 2270

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
OAM
Oppenheimer Asset Management New York $8.76B AUM 23.12% 1-Year Est. Return
MIM
Miller Investment Management West Conshohocken, Pennsylvania $1.01B AUM 13.96% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Belpointe Asset Management's RSPM Position: Q2 2023 in Review

Belpointe Asset Management sold out of Invesco S&P 500 Equal Weight Materials ETF (RSPM) in Q2 2023, closing a stake of 550 shares — an estimated $17.9K sold.

Belpointe Asset Management first reported a position in RSPM in Q4 2022 and held it in 2 quarters. The position peaked at $17.9K in Q1 2023. 92 funds tracked by Wall St. Rank hold RSPM as of Q2 2023.

  • Belpointe Asset Management reported no remaining Invesco S&P 500 Equal Weight Materials ETF position as of Q2 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 550 Invesco S&P 500 Equal Weight Materials ETF shares in Q2 2023, an estimated $17.9K.
  • Belpointe Asset Management first reported a position in Invesco S&P 500 Equal Weight Materials ETF in Q4 2022 and held it in 2 quarters.
  • Belpointe Asset Management's Invesco S&P 500 Equal Weight Materials ETF position peaked at $17.9K in Q1 2023.
  • 92 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Materials ETF as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.