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

Financial Gravity Companies’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 Q2	$616	Buy	+19	New	+$593	﹤0.01%	841
2024 Q4	$1.82K	Buy	56 +13	+30%	+$466	﹤0.01%	776
2024 Q3	$1.61K	Buy	+43	New	+$1.52K	﹤0.01%	535
2018 Q4	$26K	Buy	+1,285	New	+$25.9K	0.02%	449
2018 Q1	$30K	Buy	1,430 +30	+2%	+$672	0.03%	463
2017 Q4	$32K	Buy	+1,400	New	+$30.2K	0.04%	414

Other funds holding RSPM

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

TLP

Trinity Legacy Partners Houston, Texas $462M AUM 15.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

MWM

Maltin Wealth Management Ridgewood, New Jersey $262M AUM 19.65% 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 $206M AUM 17.72% 1-Year Est. Return

Financial Gravity Companies's RSPM Position: Q2 2025 in Review

Financial Gravity Companies opened a new position in Invesco S&P 500 Equal Weight Materials ETF (RSPM) in Q2 2025: 19 shares worth $616. The stake represents ﹤0.01% of the portfolio and ranks #841 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in RSPM as recently as Q4 2024.

Financial Gravity Companies first reported a position in RSPM in Q4 2017 and has held it in 6 quarters since. The position peaked at $32K in Q4 2017. 73 funds tracked by Wall St. Rank hold RSPM as of Q2 2025.

Financial Gravity Companies held 19 shares of Invesco S&P 500 Equal Weight Materials ETF worth $616 as of Q2 2025.
Invesco S&P 500 Equal Weight Materials ETF was a new Financial Gravity Companies position in Q2 2025.
Invesco S&P 500 Equal Weight Materials ETF made up ﹤0.01% of Financial Gravity Companies's portfolio in Q2 2025, its #841 holding.
Financial Gravity Companies first reported a position in Invesco S&P 500 Equal Weight Materials ETF in Q4 2017 and has held it in 6 quarters since.
Financial Gravity Companies's Invesco S&P 500 Equal Weight Materials ETF position peaked at $32K in Q4 2017.
73 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Materials ETF as of Q2 2025.

Based on Financial Gravity Companies's 13F filing for Q2 2025, filed 8 Aug 2025.