Envestnet Portfolio Solutions
RSPM icon

Envestnet Portfolio Solutions’s Invesco S&P 500 Equal Weight Materials ETF RSPM Stock Holding History

Envestnet Portfolio Solutions’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
Q1 		– Sell
-8,094
Closed -$276K – 1471
2025
Q4 		$276K Buy
+8,094
New +$266K ﹤0.01% 1324
2024
Q4 		– Sell
-5,838
Closed -$218K – 1784
2024
Q3 		$218K Sell
5,838
-206
-3% -$7.28K ﹤0.01% 1611
2024
Q2 		$208K Sell
6,044
-134
-2% -$4.75K ﹤0.01% 1572
2024
Q1 		$224K Sell
6,178
-925
-13% -$31K ﹤0.01% 1504
2023
Q4 		$239K Buy
+7,103
New +$222K ﹤0.01% 1411

Other funds holding RSPM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
FF
Friedenthal Financial Marlton, New Jersey $217M AUM 21.15% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
NAM
NTV Asset Management Charleston, West Virginia $910M AUM 27.02% 1-Year Est. Return
MWM
Maltin Wealth Management Ridgewood, New Jersey $262M AUM 19.65% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CMP
Courage Miller Partners Norfolk, Virginia $354M AUM 13.72% 1-Year Est. Return

Envestnet Portfolio Solutions's RSPM Position: Q1 2026 in Review

Envestnet Portfolio Solutions sold out of Invesco S&P 500 Equal Weight Materials ETF (RSPM) in Q1 2026, closing a stake of 8,094 shares — an estimated $276K sold.

Envestnet Portfolio Solutions first reported a position in RSPM in Q4 2023 and held it in 5 quarters. The position peaked at $276K in Q4 2025. 70 funds tracked by Wall St. Rank hold RSPM as of Q1 2026.

  • Envestnet Portfolio Solutions reported no remaining Invesco S&P 500 Equal Weight Materials ETF position as of Q1 2026 after selling out during the quarter.
  • Envestnet Portfolio Solutions sold 8,094 Invesco S&P 500 Equal Weight Materials ETF shares in Q1 2026, an estimated $276K.
  • Envestnet Portfolio Solutions first reported a position in Invesco S&P 500 Equal Weight Materials ETF in Q4 2023 and held it in 5 quarters.
  • Envestnet Portfolio Solutions's Invesco S&P 500 Equal Weight Materials ETF position peaked at $276K in Q4 2025.
  • 70 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Materials ETF as of Q1 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q1 2026, filed 29 Apr 2026.