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Dale Q Rice Investment Management’s Invesco S&P 500 Equal Weight Materials ETF RSPM Stock Holding History

Dale Q Rice Investment Management’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
2025
Q2 		– Sell
-8,218
Closed -$261K – 84
2025
Q1 		$261K Buy
+8,218
New +$271K 0.13% 77

Other funds holding RSPM

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
FF
Friedenthal Financial Marlton, New Jersey $217M AUM 21.15% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
TLP
Trinity Legacy Partners Houston, Texas $500M AUM 23.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MWM
Maltin Wealth Management Ridgewood, New Jersey $299M AUM 22.87% 1-Year Est. Return
OPPS
Obsidian Personal Planning Solutions Rockville, Maryland $288M AUM 10% 1-Year Est. Return
PSF
Pacific Sun Financial Los Angeles, California $206M AUM 17.72% 1-Year Est. Return

Dale Q Rice Investment Management's RSPM Position: Q2 2025 in Review

Dale Q Rice Investment Management sold out of Invesco S&P 500 Equal Weight Materials ETF (RSPM) in Q2 2025, closing a stake of 8,218 shares — an estimated $261K sold.

Dale Q Rice Investment Management first reported a position in RSPM in Q1 2025 and held it in 1 quarter. The position peaked at $261K in Q1 2025. 73 funds tracked by Wall St. Rank hold RSPM as of Q2 2025.

  • Dale Q Rice Investment Management reported no remaining Invesco S&P 500 Equal Weight Materials ETF position as of Q2 2025 after selling out during the quarter.
  • Dale Q Rice Investment Management sold 8,218 Invesco S&P 500 Equal Weight Materials ETF shares in Q2 2025, an estimated $261K.
  • Dale Q Rice Investment Management first reported a position in Invesco S&P 500 Equal Weight Materials ETF in Q1 2025 and held it in 1 quarter.
  • Dale Q Rice Investment Management's Invesco S&P 500 Equal Weight Materials ETF position peaked at $261K in Q1 2025.
  • 73 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Materials ETF as of Q2 2025.

Based on Dale Q Rice Investment Management's 13F filing for Q2 2025, filed 29 Jul 2025.