Financial Advocates Investment Management’s Invesco S&P 500 Equal Weight Materials ETF RSPM Stock Holding History

Financial Advocates 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
2023 Q2	–	Sell	-10,100	Closed	-$329K	–	762
2023 Q1	$329K	Buy	10,100 +5	+0%	+$166	0.02%	527
2022 Q4	$320K	Sell	10,095 -100	-1%	-$3.17K	0.02%	546
2022 Q3	$291K	Buy	10,195 +30	+0.3%	+$960	0.02%	552
2022 Q2	$315K	Sell	10,165 -3,180	-24%	-$112K	0.03%	495
2022 Q1	$476K	Sell	13,345 -54,625	-80%	-$1.93M	0.03%	451
2021 Q4	$1.15M	Buy	67,970 +56,510	+493%	+$1.95M	0.07%	298
2021 Q3	$366K	Sell	11,460 -125	-1%	-$4.14K	0.02%	556
2021 Q2	$381K	Sell	11,585 -10,710	-48%	-$359K	0.03%	545
2021 Q1	$695K	Sell	22,295 -35	-0.2%	-$1.04K	0.05%	403
2020 Q4	$623K	Sell	22,330 -495	-2%	-$12.9K	0.04%	399
2020 Q3	$534K	Sell	22,825 -775	-3%	-$17.4K	0.05%	368
2020 Q2	$481K	Buy	+23,600	New	+$450K	0.05%	364
2018 Q4	–	Sell	-1,000	Closed	-$22K	–	492
2018 Q3	$22K	Buy	+1,000	New	+$21.9K	﹤0.01%	497

Other funds holding RSPM

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

OAM

Oppenheimer Asset Management New York $9.63B AUM 30.32% 1-Year Est. Return

MIM

Miller Investment Management West Conshohocken, Pennsylvania $1.01B AUM 13.96% 1-Year Est. Return

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

JMPWA

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Financial Advocates Investment Management's RSPM Position: Q2 2023 in Review

Financial Advocates Investment Management sold out of Invesco S&P 500 Equal Weight Materials ETF (RSPM) in Q2 2023, closing a stake of 10,100 shares — an estimated $329K sold.

Financial Advocates Investment Management first reported a position in RSPM in Q3 2018 and held it in 13 quarters. The position peaked at $1.15M in Q4 2021. 92 funds tracked by Wall St. Rank hold RSPM as of Q2 2023.

Financial Advocates Investment Management reported no remaining Invesco S&P 500 Equal Weight Materials ETF position as of Q2 2023 after selling out during the quarter.
Financial Advocates Investment Management sold 10,100 Invesco S&P 500 Equal Weight Materials ETF shares in Q2 2023, an estimated $329K.
Financial Advocates Investment Management first reported a position in Invesco S&P 500 Equal Weight Materials ETF in Q3 2018 and held it in 13 quarters.
Financial Advocates Investment Management's Invesco S&P 500 Equal Weight Materials ETF position peaked at $1.15M in Q4 2021.
92 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Materials ETF as of Q2 2023.

Based on Financial Advocates Investment Management's 13F filing for Q2 2023, filed 7 Aug 2023.