Centaurus Financial’s Invesco S&P 500 Equal Weight Materials ETF RSPM Stock Holding History

Centaurus Financial’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
2021 Q1	–	Sell	-5,280	Closed	-$147K	–	871
2020 Q4	$147K	Buy	+5,280	New	+$137K	0.02%	635
2018 Q3	–	Sell	-175	Closed	-$4K	–	1728
2018 Q2	$4K	Buy	+175	New	+$3.81K	﹤0.01%	1874

Other funds holding RSPM

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

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

FAM

Flaharty Asset Management Clearwater, Florida $69.9M AUM 13.96% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

FMC

Financial Management Concepts Winter Springs, Florida $137M AUM 18.74% 1-Year Est. Return

AAS

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

JMPWA

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

MCWS

McKinley Carter Wealth Services Wheeling, West Virginia $1.94B AUM 20.7% 1-Year Est. Return

Centaurus Financial's RSPM Position: Q1 2021 in Review

Centaurus Financial sold out of Invesco S&P 500 Equal Weight Materials ETF (RSPM) in Q1 2021, closing a stake of 5,280 shares — an estimated $147K sold.

Centaurus Financial first reported a position in RSPM in Q2 2018 and held it in 2 quarters. The position peaked at $147K in Q4 2020. 60 funds tracked by Wall St. Rank hold RSPM as of Q1 2021.

Centaurus Financial reported no remaining Invesco S&P 500 Equal Weight Materials ETF position as of Q1 2021 after selling out during the quarter.
Centaurus Financial sold 5,280 Invesco S&P 500 Equal Weight Materials ETF shares in Q1 2021, an estimated $147K.
Centaurus Financial first reported a position in Invesco S&P 500 Equal Weight Materials ETF in Q2 2018 and held it in 2 quarters.
Centaurus Financial's Invesco S&P 500 Equal Weight Materials ETF position peaked at $147K in Q4 2020.
60 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Materials ETF as of Q1 2021.

Based on Centaurus Financial's 13F filing for Q1 2021, filed 30 Apr 2021.