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

Clearstead 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
2026 Q1	–	Sell	-8,204	Closed	-$280K	–	2745
2025 Q4	$280K	Buy	+8,204	New	+$269K	﹤0.01%	837
2024 Q4	–	Sell	-7,408	Closed	-$277K	–	2176
2024 Q3	$277K	Sell	7,408 -723	-9%	-$25.5K	﹤0.01%	749
2024 Q2	$280K	Buy	+8,131	New	+$288K	﹤0.01%	705

Other funds holding RSPM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

NAM

NTV Asset Management Charleston, West Virginia $910M AUM 27.02% 1-Year Est. Return

MWM

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

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

CMP

Courage Miller Partners Norfolk, Virginia $354M AUM 13.72% 1-Year Est. Return

Clearstead Advisors's RSPM Position: Q1 2026 in Review

Clearstead Advisors sold out of Invesco S&P 500 Equal Weight Materials ETF (RSPM) in Q1 2026, closing a stake of 8,204 shares — an estimated $280K sold.

Clearstead Advisors first reported a position in RSPM in Q2 2024 and held it in 3 quarters. The position peaked at $280K in Q2 2024. 70 funds tracked by Wall St. Rank hold RSPM as of Q1 2026.

Clearstead Advisors reported no remaining Invesco S&P 500 Equal Weight Materials ETF position as of Q1 2026 after selling out during the quarter.
Clearstead Advisors sold 8,204 Invesco S&P 500 Equal Weight Materials ETF shares in Q1 2026, an estimated $280K.
Clearstead Advisors first reported a position in Invesco S&P 500 Equal Weight Materials ETF in Q2 2024 and held it in 3 quarters.
Clearstead Advisors's Invesco S&P 500 Equal Weight Materials ETF position peaked at $280K in Q2 2024.
70 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Materials ETF as of Q1 2026.

Based on Clearstead Advisors's 13F filing for Q1 2026, filed 6 May 2026.