EH
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Equitable Holdings’s Invesco S&P 500 Equal Weight Materials ETF RSPM Stock Holding History

Equitable Holdings’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
Q1 		– Sell
-7,475
Closed -$243K – 1387
2024
Q4 		$243K Sell
7,475
-1,125
-13% -$40.3K ﹤0.01% 1128
2024
Q3 		$321K Sell
8,600
-2,081
-19% -$73.5K ﹤0.01% 1012
2024
Q2 		$368K Sell
10,681
-6,177
-37% -$219K ﹤0.01% 935
2024
Q1 		$612K Buy
16,858
+849
+5% +$28.4K 0.01% 743
2023
Q4 		$538K Buy
16,009
+144
+0.9% +$4.5K 0.01% 753
2023
Q3 		$492K Buy
15,865
+2,140
+16% +$69.3K 0.01% 722
2023
Q2 		$445K Buy
13,725
+4,870
+55% +$154K 0.01% 738
2023
Q1 		$288K Buy
8,855
+1,310
+17% +$43.6K ﹤0.01% 811
2022
Q4 		$239K Buy
7,545
+245
+3% +$7.77K ﹤0.01% 796
2022
Q3 		$208K Sell
7,300
-1,465
-17% -$46.9K ﹤0.01% 807
2022
Q2 		$272K Sell
8,765
-825
-9% -$29.1K 0.01% 728
2022
Q1 		$354K Sell
9,590
-990
-9% -$34.9K 0.01% 673
2021
Q4 		$381K Buy
10,580
+1,015
+11% +$35K 0.01% 638
2021
Q3 		$306K Buy
9,565
+10
+0.1% +$331 0.01% 670
2021
Q2 		$314K Buy
9,555
+2,285
+31% +$76.7K 0.01% 661
2021
Q1 		$227K Buy
+7,270
New +$216K ﹤0.01% 690

Other funds holding RSPM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
FF
Friedenthal Financial Marlton, New Jersey $217M AUM 21.15% 1-Year Est. Return
TLP
Trinity Legacy Partners Houston, Texas $500M AUM 23.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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 $242M AUM 27.28% 1-Year Est. Return

Equitable Holdings's RSPM Position: Q1 2025 in Review

Equitable Holdings sold out of Invesco S&P 500 Equal Weight Materials ETF (RSPM) in Q1 2025, closing a stake of 7,475 shares — an estimated $243K sold.

Equitable Holdings first reported a position in RSPM in Q1 2021 and held it in 16 quarters. The position peaked at $612K in Q1 2024. 73 funds tracked by Wall St. Rank hold RSPM as of Q1 2025.

  • Equitable Holdings reported no remaining Invesco S&P 500 Equal Weight Materials ETF position as of Q1 2025 after selling out during the quarter.
  • Equitable Holdings sold 7,475 Invesco S&P 500 Equal Weight Materials ETF shares in Q1 2025, an estimated $243K.
  • Equitable Holdings first reported a position in Invesco S&P 500 Equal Weight Materials ETF in Q1 2021 and held it in 16 quarters.
  • Equitable Holdings's Invesco S&P 500 Equal Weight Materials ETF position peaked at $612K in Q1 2024.
  • 73 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Materials ETF as of Q1 2025.

Based on Equitable Holdings's 13F filing for Q1 2025, filed 13 May 2025.