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

Cetera 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
2024 Q1	$266K	Buy	7,327 +626	+9%	+$21K	﹤0.01%	2018
2023 Q4	$225K	Buy	+6,701	New	+$209K	﹤0.01%	1581
2023 Q3	–	Sell	-6,370	Closed	-$207K	–	1784
2023 Q2	$207K	Buy	+6,370	New	+$201K	﹤0.01%	1490
2022 Q2	–	Sell	-5,500	Closed	-$203K	–	1458
2022 Q1	$203K	Buy	+5,500	New	+$194K	﹤0.01%	1301
2019 Q3	–	Sell	-29,630	Closed	-$644K	–	956
2019 Q2	$644K	Buy	29,630 +1,175	+4%	+$24.9K	0.03%	483
2019 Q1	$603K	Buy	28,455 +250	+0.9%	+$5.12K	0.03%	450
2018 Q4	$531K	Buy	28,205 +1,175	+4%	+$23.7K	0.03%	455
2018 Q3	$586K	Buy	27,030 +70	+0.3%	+$1.53K	0.03%	504
2018 Q2	$581K	Buy	+26,960	New	+$587K	0.03%	465
2018 Q1	–	Sell	-19,675	Closed	-$444K	–	865
2017 Q4	$444K	Buy	19,675 +5,565	+39%	+$120K	0.03%	475
2017 Q3	$293K	Buy	14,110 +570	+4%	+$11.4K	0.02%	620
2017 Q2	$267K	Buy	+13,540	New	+$262K	0.02%	636

Other funds holding RSPM

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

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

AAS

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

MIM

Miller Investment Management West Conshohocken, Pennsylvania $1.01B AUM 13.96% 1-Year Est. Return

OPPS

Obsidian Personal Planning Solutions Rockville, Maryland $288M AUM 10% 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

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

RJFSA

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

Cetera Advisors's RSPM Position: Q1 2024 in Review

Cetera Advisors increased its Invesco S&P 500 Equal Weight Materials ETF (RSPM) stake by 9.3% in Q1 2024, buying an estimated $21K and bringing the position to 7,327 shares worth $266K. The position accounts for ﹤0.01% of the portfolio, ranked #2018.

Cetera Advisors first reported a position in RSPM in Q2 2017 and has held it in 12 quarters since. The position peaked at $644K in Q2 2019. 90 funds tracked by Wall St. Rank hold RSPM as of Q1 2024.

Cetera Advisors held 7,327 shares of Invesco S&P 500 Equal Weight Materials ETF worth $266K as of Q1 2024.
Cetera Advisors bought 626 Invesco S&P 500 Equal Weight Materials ETF shares in Q1 2024, an estimated $21K.
Invesco S&P 500 Equal Weight Materials ETF made up ﹤0.01% of Cetera Advisors's portfolio in Q1 2024, its #2018 holding.
Cetera Advisors first reported a position in Invesco S&P 500 Equal Weight Materials ETF in Q2 2017 and has held it in 12 quarters since.
Cetera Advisors's Invesco S&P 500 Equal Weight Materials ETF position peaked at $644K in Q2 2019.
90 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Materials ETF as of Q1 2024.

Based on Cetera Advisors's 13F filing for Q1 2024, filed 15 May 2024.