Bristlecone Advisors’s Invesco S&P 500 Equal Weight Materials ETF RSPM Stock Holding History

Bristlecone Advisors’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 Q3	–	Sell	-115	Closed	-$3.73K	–	284
2025 Q2	$3.73K	Hold	115	–	–	﹤0.01%	288
2025 Q1	$3.65K	Hold	115	–	–	﹤0.01%	370
2024 Q4	$3.75K	Hold	115	–	–	﹤0.01%	355
2024 Q3	$4.3K	Buy	+115	New	+$4.06K	﹤0.01%	358
2023 Q2	–	Sell	-115	Closed	-$3.74K	–	324
2023 Q1	$3.74K	Buy	+115	New	+$3.83K	﹤0.01%	343

Other funds holding RSPM

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bristlecone Advisors's RSPM Position: Q3 2025 in Review

Bristlecone Advisors sold out of Invesco S&P 500 Equal Weight Materials ETF (RSPM) in Q3 2025, closing a stake of 115 shares — an estimated $3.73K sold.

Bristlecone Advisors first reported a position in RSPM in Q1 2023 and held it in 5 quarters. The position peaked at $4.3K in Q3 2024. 70 funds tracked by Wall St. Rank hold RSPM as of Q3 2025.

Bristlecone Advisors reported no remaining Invesco S&P 500 Equal Weight Materials ETF position as of Q3 2025 after selling out during the quarter.
Bristlecone Advisors sold 115 Invesco S&P 500 Equal Weight Materials ETF shares in Q3 2025, an estimated $3.73K.
Bristlecone Advisors first reported a position in Invesco S&P 500 Equal Weight Materials ETF in Q1 2023 and held it in 5 quarters.
Bristlecone Advisors's Invesco S&P 500 Equal Weight Materials ETF position peaked at $4.3K in Q3 2024.
70 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Materials ETF as of Q3 2025.

Based on Bristlecone Advisors's 13F filing for Q3 2025, filed 24 Oct 2025.