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

Carolinas Wealth Consulting’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
Q4 		– Sell
-110
Closed -$3.25K – 1045
2023
Q3 		$3.25K Buy
+110
New +$3.56K ﹤0.01% 672

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
OAM
Oppenheimer Asset Management New York $8.76B AUM 23.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
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

Carolinas Wealth Consulting's RSPM Position: Q4 2023 in Review

Carolinas Wealth Consulting sold out of Invesco S&P 500 Equal Weight Materials ETF (RSPM) in Q4 2023, closing a stake of 110 shares — an estimated $3.25K sold.

Carolinas Wealth Consulting first reported a position in RSPM in Q3 2023 and held it in 1 quarter. The position peaked at $3.25K in Q3 2023. 86 funds tracked by Wall St. Rank hold RSPM as of Q4 2023.

  • Carolinas Wealth Consulting reported no remaining Invesco S&P 500 Equal Weight Materials ETF position as of Q4 2023 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 110 Invesco S&P 500 Equal Weight Materials ETF shares in Q4 2023, an estimated $3.25K.
  • Carolinas Wealth Consulting first reported a position in Invesco S&P 500 Equal Weight Materials ETF in Q3 2023 and held it in 1 quarter.
  • Carolinas Wealth Consulting's Invesco S&P 500 Equal Weight Materials ETF position peaked at $3.25K in Q3 2023.
  • 86 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Materials ETF as of Q4 2023.

Based on Carolinas Wealth Consulting's 13F filing for Q4 2023, filed 13 Feb 2024.