Courage Miller Partners’s Invesco S&P 500 Equal Weight Materials ETF RSPM Stock Holding History

Courage Miller Partners’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	$1.94M	Sell	50,140 -1,206	-2%	-$47.3K	0.51%	30
2026 Q1	$1.99M	Buy	+51,346	New	+$1.96M	0.56%	27
2024 Q2	–	Sell	-57,734	Closed	-$2.1M	–	84
2024 Q1	$2.1M	Buy	+57,734	New	+$1.93M	0.73%	25
2022 Q1	–	Sell	-66,875	Closed	-$2.41M	–	83
2021 Q4	$2.41M	Sell	66,875 -705	-1%	-$24.3K	0.91%	23
2021 Q3	$2.16M	Sell	67,580 -780	-1%	-$25.8K	0.87%	24
2021 Q2	$2.25M	Sell	68,360 -345	-0.5%	-$11.6K	0.92%	24
2021 Q1	$2.14M	Buy	68,705 +660	+1%	+$19.6K	0.93%	23
2020 Q4	$1.9M	Sell	68,045 -1,725	-2%	-$44.9K	0.87%	24
2020 Q3	$1.42M	Hold	69,770	–	–	0.77%	25
2020 Q2	$1.42M	Sell	69,770 -830	-1%	-$15.8K	0.77%	25
2020 Q1	$1.16M	Buy	70,600 +4,510	+7%	+$92.2K	0.71%	25
2019 Q4	$1.53M	Buy	66,090 +140	+0.2%	+$3.11K	0.79%	25
2019 Q3	$1.44M	Sell	65,950 -585	-0.9%	-$12.6K	0.79%	26
2019 Q2	$1.46M	Buy	66,535 +380	+0.6%	+$8.05K	0.8%	26
2019 Q1	$1.4M	Sell	66,155 -205	-0.3%	-$4.2K	0.79%	30
2018 Q4	$1.25M	Buy	66,360 +3,235	+5%	+$65.2K	0.74%	32
2018 Q3	$1.37M	Buy	63,125 +270	+0.4%	+$5.9K	0.79%	32
2018 Q2	$1.36M	Buy	62,855 +950	+2%	+$20.7K	0.81%	32
2018 Q1	$1.31M	Buy	61,905 +1,395	+2%	+$31.3K	0.8%	31
2017 Q4	$1.36M	Buy	60,510 +510	+0.9%	+$11K	0.83%	33
2017 Q3	$1.25M	Buy	60,000 +1,830	+3%	+$36.8K	0.78%	36
2017 Q2	$1.14M	Buy	58,170 +1,900	+3%	+$36.7K	0.75%	37
2017 Q1	$1.08M	Buy	56,270 +1,030	+2%	+$19.6K	0.74%	38
2016 Q4	$1.01M	Sell	55,240 -855	-2%	-$15.1K	0.7%	40
2016 Q3	$976K	Buy	56,095 +535	+1%	+$9.31K	0.67%	40
2016 Q2	$929K	Buy	55,560 +55	+0.1%	+$924	0.66%	41
2016 Q1	$892K	Buy	55,505 +5,090	+10%	+$74.5K	0.62%	40
2015 Q4	$771K	Buy	50,415 +2,630	+6%	+$41.1K	0.53%	40
2015 Q3	$683K	Buy	47,785 +6,320	+15%	+$101K	0.51%	42
2015 Q2	$711K	Buy	41,465 +2,515	+6%	+$44.5K	0.53%	43
2015 Q1	$667K	Buy	38,950 +16,790	+76%	+$290K	0.5%	44
2014 Q4	$373K	Buy	+22,160	New	+$366K	0.31%	46

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

PSF

Pacific Sun Financial Los Angeles, California $242M AUM 27.28% 1-Year Est. Return

Courage Miller Partners's RSPM Position: Q2 2026 in Review

Courage Miller Partners reduced its Invesco S&P 500 Equal Weight Materials ETF (RSPM) stake by 2.3% in Q2 2026, selling an estimated $47.3K and leaving 50,140 shares worth $1.94M. The position accounts for 0.51% of the portfolio, ranked #30.

Courage Miller Partners first reported a position in RSPM in Q4 2014 and has held it in 32 quarters since. The position peaked at $2.41M in Q4 2021. 75 funds tracked by Wall St. Rank hold RSPM as of Q2 2026.

Courage Miller Partners held 50,140 shares of Invesco S&P 500 Equal Weight Materials ETF worth $1.94M as of Q2 2026.
Courage Miller Partners sold 1,206 Invesco S&P 500 Equal Weight Materials ETF shares in Q2 2026, an estimated $47.3K.
Invesco S&P 500 Equal Weight Materials ETF made up 0.51% of Courage Miller Partners's portfolio in Q2 2026, its #30 holding.
Courage Miller Partners first reported a position in Invesco S&P 500 Equal Weight Materials ETF in Q4 2014 and has held it in 32 quarters since.
Courage Miller Partners's Invesco S&P 500 Equal Weight Materials ETF position peaked at $2.41M in Q4 2021.
75 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Materials ETF as of Q2 2026.

Based on Courage Miller Partners's 13F filing for Q2 2026, filed 23 Jul 2026.