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

Financial Gravity Asset 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
2026 Q1	$735	Buy	19 +7	+58%	+$268	﹤0.01%	779
2025 Q4	$409	Hold	12	–	–	﹤0.01%	660
2025 Q3	$393	Buy	+12	New	+$399	﹤0.01%	858
2025 Q1	$1.08K	Buy	+34	New	+$1.12K	﹤0.01%	869
2024 Q2	$414	Hold	12	–	–	﹤0.01%	952
2024 Q1	$404	Sell	12 -31	-72%	-$1.04K	﹤0.01%	853
2023 Q4	$1.46K	Buy	+43	New	+$1.34K	﹤0.01%	758
2021 Q3	$160K	Hold	35	–	–	0.08%	231
2021 Q2	$164K	Buy	+35	New	+$1.17K	0.06%	225
2019 Q4	$0	Sell	5 -11,690	-100%	-$260K	﹤0.01%	1655
2019 Q3	$255K	Sell	11,695 -4,310	-27%	-$93K	0.22%	92
2019 Q2	$351K	Sell	16,005 -4,570	-22%	-$96.8K	0.29%	85
2019 Q1	$442K	Buy	+20,575	New	+$421K	0.36%	71
2018 Q3	$25K	Buy	1,310 +15	+1%	+$328	0.03%	448
2018 Q2	$28K	Sell	1,295 -135	-9%	-$2.94K	0.03%	437
2018 Q1	$30K	Buy	+1,430	New	+$32.1K	0.03%	463

Other funds holding RSPM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Friedenthal Financial Marlton, New Jersey $217M AUM 21.15% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

NAM

NTV Asset Management Charleston, West Virginia $1.02B AUM 31.16% 1-Year Est. Return

MWM

Maltin Wealth Management Ridgewood, New Jersey $299M AUM 22.87% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CMP

Courage Miller Partners Norfolk, Virginia $379M AUM 16.36% 1-Year Est. Return

Financial Gravity Asset Management's RSPM Position: Q1 2026 in Review

Financial Gravity Asset Management increased its Invesco S&P 500 Equal Weight Materials ETF (RSPM) stake by 58% in Q1 2026, buying an estimated $268 and bringing the position to 19 shares worth $735. The position accounts for ﹤0.01% of the portfolio, ranked #779.

Financial Gravity Asset Management first reported a position in RSPM in Q1 2018 and has held it in 16 quarters since. The position peaked at $442K in Q1 2019. 70 funds tracked by Wall St. Rank hold RSPM as of Q1 2026.

Financial Gravity Asset Management held 19 shares of Invesco S&P 500 Equal Weight Materials ETF worth $735 as of Q1 2026.
Financial Gravity Asset Management bought 7 Invesco S&P 500 Equal Weight Materials ETF shares in Q1 2026, an estimated $268.
Invesco S&P 500 Equal Weight Materials ETF made up ﹤0.01% of Financial Gravity Asset Management's portfolio in Q1 2026, its #779 holding.
Financial Gravity Asset Management first reported a position in Invesco S&P 500 Equal Weight Materials ETF in Q1 2018 and has held it in 16 quarters since.
Financial Gravity Asset Management's Invesco S&P 500 Equal Weight Materials ETF position peaked at $442K in Q1 2019.
70 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Materials ETF as of Q1 2026.

Based on Financial Gravity Asset Management's 13F filing for Q1 2026, filed 8 May 2026.