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

Comprehensive Financial Planning’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 Q2	$2.13K	Hold	55	–	–	﹤0.01%	352
2026 Q1	$2.13K	Hold	55	–	–	﹤0.01%	334
2025 Q4	$1.87K	Hold	55	–	–	﹤0.01%	366
2025 Q3	$1.8K	Hold	55	–	–	﹤0.01%	306
2025 Q2	$1.78K	Hold	55	–	–	﹤0.01%	293
2025 Q1	$1.75K	Hold	55	–	–	﹤0.01%	286
2024 Q4	$1.79K	Buy	+55	New	+$1.97K	﹤0.01%	316

Other funds holding RSPM

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Friedenthal Financial Marlton, New Jersey $217M AUM 21.15% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

MWM

Maltin Wealth Management Ridgewood, New Jersey $299M AUM 22.87% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

NAM

NTV Asset Management Charleston, West Virginia $1.02B AUM 31.16% 1-Year Est. Return

CMP

Courage Miller Partners Norfolk, Virginia $379M AUM 16.36% 1-Year Est. Return

Comprehensive Financial Planning's RSPM Position: Q2 2026 in Review

Comprehensive Financial Planning held its Invesco S&P 500 Equal Weight Materials ETF (RSPM) position steady in Q2 2026 at 55 shares worth $2.13K. The position accounts for ﹤0.01% of the portfolio, ranked #352.

Comprehensive Financial Planning first reported a position in RSPM in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.13K in Q1 2026. 75 funds tracked by Wall St. Rank hold RSPM as of Q2 2026.

Comprehensive Financial Planning held 55 shares of Invesco S&P 500 Equal Weight Materials ETF worth $2.13K as of Q2 2026.
Comprehensive Financial Planning left its Invesco S&P 500 Equal Weight Materials ETF share count unchanged in Q2 2026.
Invesco S&P 500 Equal Weight Materials ETF made up ﹤0.01% of Comprehensive Financial Planning's portfolio in Q2 2026, its #352 holding.
Comprehensive Financial Planning first reported a position in Invesco S&P 500 Equal Weight Materials ETF in Q4 2024 and has held it in 7 quarters since.
Comprehensive Financial Planning's Invesco S&P 500 Equal Weight Materials ETF position peaked at $2.13K in Q1 2026.
75 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Materials ETF as of Q2 2026.

Based on Comprehensive Financial Planning's 13F filing for Q2 2026, filed 10 Aug 2026.