Commonwealth Retirement Investments’s Invesco S&P 500 Equal Weight Materials ETF RSPM Stock Holding History

Commonwealth Retirement Investments’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 Q1	–	Sell	-15,840	Closed	-$503K	–	68
2022 Q4	$503K	Buy	+15,840	New	+$502K	0.3%	49

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

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

JMPWA

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

OAM

Oppenheimer Asset Management New York $8.76B AUM 23.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Commonwealth Retirement Investments's RSPM Position: Q1 2023 in Review

Commonwealth Retirement Investments sold out of Invesco S&P 500 Equal Weight Materials ETF (RSPM) in Q1 2023, closing a stake of 15,840 shares — an estimated $503K sold.

Commonwealth Retirement Investments first reported a position in RSPM in Q4 2022 and held it in 1 quarter. The position peaked at $503K in Q4 2022. 98 funds tracked by Wall St. Rank hold RSPM as of Q1 2023.

Commonwealth Retirement Investments reported no remaining Invesco S&P 500 Equal Weight Materials ETF position as of Q1 2023 after selling out during the quarter.
Commonwealth Retirement Investments sold 15,840 Invesco S&P 500 Equal Weight Materials ETF shares in Q1 2023, an estimated $503K.
Commonwealth Retirement Investments first reported a position in Invesco S&P 500 Equal Weight Materials ETF in Q4 2022 and held it in 1 quarter.
Commonwealth Retirement Investments's Invesco S&P 500 Equal Weight Materials ETF position peaked at $503K in Q4 2022.
98 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Materials ETF as of Q1 2023.

Based on Commonwealth Retirement Investments's 13F filing for Q1 2023, filed 3 May 2023.