Capital Wealth Alliance’s Invesco S&P 500 Equal Weight Materials ETF RSPM Stock Holding History

Capital Wealth Alliance’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 Q1	–	Sell	-9,235	Closed	-$301K	–	83
2024 Q4	$301K	Sell	9,235 -4,234	-31%	-$152K	0.17%	66
2024 Q3	$503K	Sell	13,469 -4,950	-27%	-$175K	0.29%	49
2024 Q2	$635K	Buy	18,419 +542	+3%	+$19.2K	0.36%	53
2024 Q1	$649K	Sell	17,877 -14,837	-45%	-$497K	0.38%	50
2023 Q4	$1.1M	Buy	32,714 +4,078	+14%	+$127K	0.76%	38
2023 Q3	$888K	Buy	28,636 +3,876	+16%	+$125K	0.67%	37
2023 Q2	$804K	Buy	24,760 +4,920	+25%	+$155K	0.6%	43
2023 Q1	$646K	Buy	19,840 +5,860	+42%	+$195K	0.52%	47
2022 Q4	$444K	Buy	+13,980	New	+$443K	0.37%	67

Other funds holding RSPM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

AAS

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

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

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

TLP

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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 $242M AUM 27.28% 1-Year Est. Return

Capital Wealth Alliance's RSPM Position: Q1 2025 in Review

Capital Wealth Alliance sold out of Invesco S&P 500 Equal Weight Materials ETF (RSPM) in Q1 2025, closing a stake of 9,235 shares — an estimated $301K sold.

Capital Wealth Alliance first reported a position in RSPM in Q4 2022 and held it in 9 quarters. The position peaked at $1.1M in Q4 2023. 73 funds tracked by Wall St. Rank hold RSPM as of Q1 2025.

Capital Wealth Alliance reported no remaining Invesco S&P 500 Equal Weight Materials ETF position as of Q1 2025 after selling out during the quarter.
Capital Wealth Alliance sold 9,235 Invesco S&P 500 Equal Weight Materials ETF shares in Q1 2025, an estimated $301K.
Capital Wealth Alliance first reported a position in Invesco S&P 500 Equal Weight Materials ETF in Q4 2022 and held it in 9 quarters.
Capital Wealth Alliance's Invesco S&P 500 Equal Weight Materials ETF position peaked at $1.1M in Q4 2023.
73 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Materials ETF as of Q1 2025.

Based on Capital Wealth Alliance's 13F filing for Q1 2025, filed 14 May 2025.