Creative Planning
RSPM icon

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

Creative 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
2024
Q4 		– Sell
-7,120
Closed -$266K – 3666
2024
Q3 		$266K Buy
+7,120
New +$252K ﹤0.01% 2619
2023
Q4 		– Sell
-9,701
Closed -$301K – 3037
2023
Q3 		$301K Buy
9,701
+2,351
+32% +$76.1K ﹤0.01% 1941
2023
Q2 		$239K Buy
7,350
+300
+4% +$9.47K ﹤0.01% 2087
2023
Q1 		$230K Hold
7,050
– – ﹤0.01% 2014
2022
Q4 		$224K Sell
7,050
-525
-7% -$16.6K ﹤0.01% 1942
2022
Q3 		$216K Buy
7,575
+35
+0.5% +$1.12K ﹤0.01% 1861
2022
Q2 		$234K Buy
7,540
+7,015
+1,336% +$247K ﹤0.01% 1787
2022
Q1 		$19K Buy
+525
New +$18.5K ﹤0.01% 2142
2017
Q3 		– Sell
-2,175
Closed -$43K – 3348
2017
Q2 		$43K Buy
2,175
+1,155
+113% +$22.3K ﹤0.01% 2632
2017
Q1 		$20K Hold
1,020
– – ﹤0.01% 3136
2016
Q4 		$19K Sell
1,020
-500
-33% -$8.84K ﹤0.01% 3121
2016
Q3 		$26K Sell
1,520
-1,000
-40% -$17.4K ﹤0.01% 2872
2016
Q2 		$42K Buy
2,520
+1,000
+66% +$16.8K ﹤0.01% 2268
2016
Q1 		$24K Sell
1,520
-500
-25% -$7.32K ﹤0.01% 2633
2015
Q4 		$31K Buy
2,020
+500
+33% +$7.82K ﹤0.01% 2508
2015
Q3 		$22K Buy
+1,520
New +$24.3K ﹤0.01% 2656
2015
Q2 		– Sell
-750
Closed -$13K – 2620
2015
Q1 		$13K Hold
750
– – ﹤0.01% 3033
2014
Q4 		$13K Hold
750
– – ﹤0.01% 2964
2014
Q3 		$13K Hold
750
– – ﹤0.01% 2807
2014
Q2 		$13K Hold
750
– – ﹤0.01% 2745
2014
Q1 		$12K Buy
+750
New +$11.8K ﹤0.01% 2677
2013
Q3 		– Sell
-250
Closed -$3K – 3333
2013
Q2 		$3K Buy
+250
New +$3.37K ﹤0.01% 2729

Other funds holding RSPM

HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return
Bank of America
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
OPPS
Obsidian Personal Planning Solutions Rockville, Maryland $288M AUM 10% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FF
Friedenthal Financial Marlton, New Jersey $217M AUM 21.15% 1-Year Est. Return
TLP
Trinity Legacy Partners Houston, Texas $462M AUM 15.55% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Creative Planning's RSPM Position: Q4 2024 in Review

Creative Planning sold out of Invesco S&P 500 Equal Weight Materials ETF (RSPM) in Q4 2024, closing a stake of 7,120 shares — an estimated $266K sold.

Creative Planning first reported a position in RSPM in Q2 2013 and held it in 22 quarters. The position peaked at $301K in Q3 2023. 78 funds tracked by Wall St. Rank hold RSPM as of Q4 2024.

  • Creative Planning reported no remaining Invesco S&P 500 Equal Weight Materials ETF position as of Q4 2024 after selling out during the quarter.
  • Creative Planning sold 7,120 Invesco S&P 500 Equal Weight Materials ETF shares in Q4 2024, an estimated $266K.
  • Creative Planning first reported a position in Invesco S&P 500 Equal Weight Materials ETF in Q2 2013 and held it in 22 quarters.
  • Creative Planning's Invesco S&P 500 Equal Weight Materials ETF position peaked at $301K in Q3 2023.
  • 78 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Materials ETF as of Q4 2024.

Based on Creative Planning's 13F filing for Q4 2024, filed 14 Feb 2025.