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

Freedom 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
2024
Q2 		– Sell
-5,978
Closed -$217K – 857
2024
Q1 		$217K Sell
5,978
-1,543
-21% -$51.7K 0.02% 720
2023
Q4 		$253K Sell
7,521
-619
-8% -$19.3K 0.02% 647
2023
Q3 		$252K Buy
+8,140
New +$264K 0.03% 563
2023
Q2 		– Sell
-25,920
Closed -$844K – 758
2023
Q1 		$844K Sell
25,920
-21,465
-45% -$714K 0.1% 277
2022
Q4 		$1.5M Sell
47,385
-455
-1% -$14.4K 0.17% 159
2022
Q3 		$1.36M Buy
47,840
+225
+0.5% +$7.2K 0.16% 167
2022
Q2 		$1.48M Sell
47,615
-4,750
-9% -$167K 0.16% 172
2022
Q1 		$1.93M Buy
52,365
+28,110
+116% +$991K 0.17% 145
2021
Q4 		$873K Buy
+24,255
New +$837K 0.06% 389
2018
Q3 		– Sell
-20,135
Closed -$435K – 964
2018
Q2 		$435K Buy
20,135
+200
+1% +$4.36K 0.03% 614
2018
Q1 		$424K Buy
19,935
+310
+2% +$6.95K 0.02% 705
2017
Q4 		$443K Buy
19,625
+595
+3% +$12.9K 0.02% 684
2017
Q3 		$395K Buy
19,030
+2,455
+15% +$49.3K 0.02% 702
2017
Q2 		$324K Buy
16,575
+1,380
+9% +$26.7K 0.02% 752
2017
Q1 		$291K Buy
15,195
+1,835
+14% +$34.9K 0.02% 785
2016
Q4 		$243K Buy
+13,360
New +$236K 0.02% 787

Other funds holding RSPM

HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return
Bank of America
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
OPPS
Obsidian Personal Planning Solutions Rockville, Maryland $288M AUM 10% 1-Year Est. Return
VWM
Valley Wealth Managers Paramus, New Jersey $1.55B AUM 28.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FF
Friedenthal Financial Marlton, New Jersey $217M AUM 21.15% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Freedom Investment Management's RSPM Position: Q2 2024 in Review

Freedom Investment Management sold out of Invesco S&P 500 Equal Weight Materials ETF (RSPM) in Q2 2024, closing a stake of 5,978 shares — an estimated $217K sold.

Freedom Investment Management first reported a position in RSPM in Q4 2016 and held it in 16 quarters. The position peaked at $1.93M in Q1 2022. 84 funds tracked by Wall St. Rank hold RSPM as of Q2 2024.

  • Freedom Investment Management reported no remaining Invesco S&P 500 Equal Weight Materials ETF position as of Q2 2024 after selling out during the quarter.
  • Freedom Investment Management sold 5,978 Invesco S&P 500 Equal Weight Materials ETF shares in Q2 2024, an estimated $217K.
  • Freedom Investment Management first reported a position in Invesco S&P 500 Equal Weight Materials ETF in Q4 2016 and held it in 16 quarters.
  • Freedom Investment Management's Invesco S&P 500 Equal Weight Materials ETF position peaked at $1.93M in Q1 2022.
  • 84 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Materials ETF as of Q2 2024.

Based on Freedom Investment Management's 13F filing for Q2 2024, filed 13 Aug 2024.