Finivi Inc’s Invesco S&P 500 Equal Weight Materials ETF RSPM Stock Holding History

Finivi Inc’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
2021 Q4	$284K	Buy	+8,725	New	+$301K	0.3%	62

Other funds holding RSPM

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

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 San Diego, California $377B AUM 19.32% 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

FMC

Financial Management Concepts Winter Springs, Florida $137M AUM 18.74% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

OAM

Oppenheimer Asset Management New York $8.76B AUM 23.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Finivi Inc's RSPM Position: Q4 2021 in Review

Finivi Inc opened a new position in Invesco S&P 500 Equal Weight Materials ETF (RSPM) in Q4 2021: 8,725 shares worth $284K. The stake represents 0.3% of the portfolio and ranks #62 among its holdings.

91 funds tracked by Wall St. Rank hold RSPM as of Q4 2021.

Finivi Inc held 8,725 shares of Invesco S&P 500 Equal Weight Materials ETF worth $284K as of Q4 2021.
Invesco S&P 500 Equal Weight Materials ETF was a new Finivi Inc position in Q4 2021.
Invesco S&P 500 Equal Weight Materials ETF made up 0.3% of Finivi Inc's portfolio in Q4 2021, its #62 holding.
91 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Materials ETF as of Q4 2021.

Based on Finivi Inc's 13F filing for Q4 2021, filed 19 Dec 2025.