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Brick & Kyle Associates’s Invesco S&P 500 Equal Weight Materials ETF RSPM Stock Holding History

Brick & Kyle Associates’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
2024
Q3 		– Sell
-11,139
Closed -$384K – 59
2024
Q2 		$384K Buy
11,139
+4
+0% +$142 0.16% 57
2024
Q1 		$404K Buy
11,135
+5
+0% +$167 0.18% 55
2023
Q4 		$374K Buy
11,130
+5
+0% +$156 0.19% 54
2023
Q3 		$345K Buy
11,125
+5
+0% +$162 0.18% 56
2023
Q2 		$355K Buy
11,120
+5
+0% +$158 0.19% 53
2023
Q1 		$362K Buy
11,115
+5
+0% +$166 0.21% 53
2022
Q4 		$353K Sell
11,110
-1,120
-9% -$35.5K 0.21% 54
2022
Q3 		$349K Buy
12,230
+5
+0% +$160 0.21% 53
2022
Q2 		$379K Buy
+12,225
New +$431K 0.21% 53

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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
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
OPPS
Obsidian Personal Planning Solutions Rockville, Maryland $288M AUM 10% 1-Year Est. Return
FF
Friedenthal Financial Marlton, New Jersey $217M AUM 21.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
PSF
Pacific Sun Financial Los Angeles, California $242M AUM 27.28% 1-Year Est. Return

Brick & Kyle Associates's RSPM Position: Q3 2024 in Review

Brick & Kyle Associates sold out of Invesco S&P 500 Equal Weight Materials ETF (RSPM) in Q3 2024, closing a stake of 11,139 shares — an estimated $384K sold.

Brick & Kyle Associates first reported a position in RSPM in Q2 2022 and held it in 9 quarters. The position peaked at $404K in Q1 2024. 84 funds tracked by Wall St. Rank hold RSPM as of Q3 2024.

  • Brick & Kyle Associates reported no remaining Invesco S&P 500 Equal Weight Materials ETF position as of Q3 2024 after selling out during the quarter.
  • Brick & Kyle Associates sold 11,139 Invesco S&P 500 Equal Weight Materials ETF shares in Q3 2024, an estimated $384K.
  • Brick & Kyle Associates first reported a position in Invesco S&P 500 Equal Weight Materials ETF in Q2 2022 and held it in 9 quarters.
  • Brick & Kyle Associates's Invesco S&P 500 Equal Weight Materials ETF position peaked at $404K in Q1 2024.
  • 84 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Materials ETF as of Q3 2024.

Based on Brick & Kyle Associates's 13F filing for Q3 2024, filed 14 Nov 2024.