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

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

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

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

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

Trinity Legacy Partners Houston, Texas $462M AUM 15.55% 1-Year Est. Return

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

Raymond James Financial

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

Maltin Wealth Management Ridgewood, New Jersey $262M AUM 19.65% 1-Year Est. Return

Obsidian Personal Planning Solutions Rockville, Maryland $288M AUM 10% 1-Year Est. Return

Pacific Sun Financial Los Angeles, California $206M AUM 17.72% 1-Year Est. Return