CX Institutional’s Invesco S&P 500 Equal Weight Materials ETF RSPM Stock Holding History

CX Institutional’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 Q3	$10K	Hold	260	–	–	﹤0.01%	1358
2026 Q2	$10K	Sell	260 -7,019	-96%	-$275K	﹤0.01%	1294
2026 Q1	$281K	Buy	7,279 +6,973	+2,279%	+$267K	0.01%	625
2025 Q4	$10K	Sell	306 -100	-25%	-$3.28K	﹤0.01%	1195
2025 Q3	$13K	Buy	406 +56	+16%	+$1.86K	﹤0.01%	1166
2025 Q2	$11K	Sell	350 -8,941	-96%	-$279K	﹤0.01%	1030
2025 Q1	$295K	Buy	+9,291	New	+$307K	0.01%	484

Other funds holding RSPM

MWM

Maltin Wealth Management Ridgewood, New Jersey $308M AUM 16.5% 1-Year Est. Return

PFM

Peak Financial Management Wellesley, Massachusetts $441M AUM 13.88% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

McKinley Carter Wealth Services Wheeling, West Virginia $1.96B AUM 13.62% 1-Year Est. Return

WAM

Walker Asset Management Verona, Missouri $197M AUM 22.74% 1-Year Est. Return

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

Capital Square Chattanooga, Tennessee $227M AUM 12.51% 1-Year Est. Return

Planning Strategies Lancaster, Pennsylvania $169M AUM

YWM

Yoder Wealth Management Walnut Creek, California $265M AUM 16.95% 1-Year Est. Return

Beacon Investment Advisory Services Morristown, New Jersey $2.66B AUM 29.77% 1-Year Est. Return

CX Institutional's RSPM Position: Q3 2026 in Review

CX Institutional held its Invesco S&P 500 Equal Weight Materials ETF (RSPM) position steady in Q3 2026 at 260 shares worth $10K. The position accounts for ﹤0.01% of the portfolio, ranked #1358.

CX Institutional first reported a position in RSPM in Q1 2025 and has held it in 7 quarters since. The position peaked at $295K in Q1 2025. 12 funds tracked by Wall St. Rank hold RSPM as of Q3 2026.

CX Institutional held 260 shares of Invesco S&P 500 Equal Weight Materials ETF worth $10K as of Q3 2026.
CX Institutional left its Invesco S&P 500 Equal Weight Materials ETF share count unchanged in Q3 2026.
Invesco S&P 500 Equal Weight Materials ETF made up ﹤0.01% of CX Institutional's portfolio in Q3 2026, its #1358 holding.
CX Institutional first reported a position in Invesco S&P 500 Equal Weight Materials ETF in Q1 2025 and has held it in 7 quarters since.
CX Institutional's Invesco S&P 500 Equal Weight Materials ETF position peaked at $295K in Q1 2025.
12 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Materials ETF as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.