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

Hartford Financial 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 Q2	$444K	Hold	11,500	–	–	0.1%	117
2026 Q1	$445K	Hold	11,500	–	–	0.11%	112
2025 Q4	$392K	Hold	11,500	–	–	0.1%	112
2025 Q3	$377K	Hold	11,500	–	–	0.1%	116
2025 Q2	$373K	Hold	11,500	–	–	0.1%	116
2025 Q1	$365K	Hold	11,500	–	–	0.08%	140
2024 Q4	$375K	Hold	11,500	–	–	0.08%	141
2024 Q3	$430K	Hold	11,500	–	–	0.09%	139
2024 Q2	$397K	Hold	11,500	–	–	0.09%	139
2024 Q1	$418K	Hold	11,500	–	–	0.09%	139
2023 Q4	$387K	Hold	11,500	–	–	0.09%	140
2023 Q3	$357K	Hold	11,500	–	–	0.09%	140
2023 Q2	$373K	Hold	11,500	–	–	0.09%	141
2023 Q1	$374K	Hold	11,500	–	–	0.1%	138
2022 Q4	$365K	Sell	11,500 -630	-5%	-$20K	0.1%	138
2022 Q3	$346K	Buy	12,130 +5	+0%	+$160	0.1%	137
2022 Q2	$376K	Buy	12,125 +5	+0%	+$176	0.1%	130
2022 Q1	$448K	Hold	12,120	–	–	0.11%	130
2021 Q4	$436K	Hold	12,120	–	–	0.1%	130
2021 Q3	$388K	Buy	12,120 +5	+0%	+$166	0.1%	131
2021 Q2	$399K	Hold	12,115	–	–	0.1%	130
2021 Q1	$378K	Buy	12,115 +5	+0%	+$149	0.09%	128
2020 Q4	$338K	Hold	12,110	–	–	0.09%	133
2020 Q3	$283K	Buy	12,110 +5	+0%	+$112	0.08%	133
2020 Q2	$247K	Buy	12,105 +5	+0%	+$95	0.08%	138
2020 Q1	$199K	Hold	12,100	–	–	0.08%	137
2019 Q4	$281K	Hold	12,100	–	–	0.09%	134
2019 Q3	$264K	Hold	12,100	–	–	0.09%	135
2019 Q2	$265K	Sell	12,100 -175	-1%	-$3.71K	0.09%	136
2019 Q1	$259K	Sell	12,275 -500	-4%	-$10.2K	0.09%	136
2018 Q4	$241K	Sell	12,775 -75	-0.6%	-$1.51K	0.09%	138
2018 Q3	$279K	Hold	12,850	–	–	0.09%	142
2018 Q2	$278K	Hold	12,850	–	–	0.1%	144
2018 Q1	$273K	Buy	12,850 +175	+1%	+$3.92K	0.14%	109
2017 Q4	$285K	Hold	12,675	–	–	0.14%	109
2017 Q3	$263K	Buy	12,675 +425	+3%	+$8.54K	0.13%	115
2017 Q2	$239K	Hold	12,250	–	–	0.11%	128
2017 Q1	$234K	Hold	12,250	–	–	0.14%	113
2016 Q4	$223K	Hold	12,250	–	–	0.13%	112
2016 Q3	$213K	Hold	12,250	–	–	0.13%	113
2016 Q2	$204K	Hold	12,250	–	–	0.12%	110
2016 Q1	$196K	Hold	12,250	–	–	0.12%	112
2015 Q4	$187K	Hold	12,250	–	–	0.12%	113
2015 Q3	$174K	Hold	12,250	–	–	0.12%	105
2015 Q2	$210K	Hold	12,250	–	–	0.12%	105
2015 Q1	$209K	Hold	12,250	–	–	0.13%	103
2014 Q4	$206K	Hold	12,250	–	–	0.13%	102
2014 Q3	$205K	Hold	12,250	–	–	0.12%	112
2014 Q2	$209K	Hold	12,250	–	–	0.13%	107
2014 Q1	$199K	Sell	12,250 -500	-4%	-$7.9K	0.13%	107
2013 Q4	$203K	Hold	12,750	–	–	0.13%	107
2013 Q3	$182K	Hold	12,750	–	–	0.13%	108
2013 Q2	$167K	Buy	+12,750	New	+$172K	0.12%	110

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

MWM

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

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

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

NAM

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

CMP

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

Hartford Financial Management's RSPM Position: Q2 2026 in Review

Hartford Financial Management held its Invesco S&P 500 Equal Weight Materials ETF (RSPM) position steady in Q2 2026 at 11,500 shares worth $444K. The position accounts for 0.1% of the portfolio, ranked #117.

Hartford Financial Management first reported a position in RSPM in Q2 2013 and has held it in 53 quarters since. The position peaked at $448K in Q1 2022. 75 funds tracked by Wall St. Rank hold RSPM as of Q2 2026.

Hartford Financial Management held 11,500 shares of Invesco S&P 500 Equal Weight Materials ETF worth $444K as of Q2 2026.
Hartford Financial Management left its Invesco S&P 500 Equal Weight Materials ETF share count unchanged in Q2 2026.
Invesco S&P 500 Equal Weight Materials ETF made up 0.1% of Hartford Financial Management's portfolio in Q2 2026, its #117 holding.
Hartford Financial Management first reported a position in Invesco S&P 500 Equal Weight Materials ETF in Q2 2013 and has held it in 53 quarters since.
Hartford Financial Management's Invesco S&P 500 Equal Weight Materials ETF position peaked at $448K in Q1 2022.
75 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Materials ETF as of Q2 2026.

Based on Hartford Financial Management's 13F filing for Q2 2026, filed 24 Jul 2026.