EPWM
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Essex Private Wealth Management’s Invesco S&P 500 Equal Weight Materials ETF RSPM Stock Holding History

Essex Private Wealth 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
2022
Q1 		– Sell
-6,130
Closed -$221K – 59
2021
Q4 		$221K Buy
+6,130
New +$211K 0.19% 59

Other funds holding RSPM

HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FAM
Flaharty Asset Management Clearwater, Florida $69.9M AUM 13.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CCFM
Clear Creek Financial Management Silverdale, Washington $1.56B AUM 31.02% 1-Year Est. Return
EE
EWG Elevate Roseville, California $320M AUM 18.11% 1-Year Est. Return
DWP
Destiny Wealth Partners Tavares, Florida $709M AUM 19.96% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

Essex Private Wealth Management's RSPM Position: Q1 2022 in Review

Essex Private Wealth Management sold out of Invesco S&P 500 Equal Weight Materials ETF (RSPM) in Q1 2022, closing a stake of 6,130 shares — an estimated $221K sold.

Essex Private Wealth Management first reported a position in RSPM in Q4 2021 and held it in 1 quarter. The position peaked at $221K in Q4 2021. 103 funds tracked by Wall St. Rank hold RSPM as of Q1 2022.

  • Essex Private Wealth Management reported no remaining Invesco S&P 500 Equal Weight Materials ETF position as of Q1 2022 after selling out during the quarter.
  • Essex Private Wealth Management sold 6,130 Invesco S&P 500 Equal Weight Materials ETF shares in Q1 2022, an estimated $221K.
  • Essex Private Wealth Management first reported a position in Invesco S&P 500 Equal Weight Materials ETF in Q4 2021 and held it in 1 quarter.
  • Essex Private Wealth Management's Invesco S&P 500 Equal Weight Materials ETF position peaked at $221K in Q4 2021.
  • 103 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Materials ETF as of Q1 2022.

Based on Essex Private Wealth Management's 13F filing for Q1 2022, filed 16 May 2022.