HighTower Advisors
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HighTower Advisors’s Invesco S&P 500 Equal Weight Materials ETF RSPM Stock Holding History

HighTower Advisors’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
Q1 		– Sell
-5,948
Closed -$200K – 3947
2023
Q4 		$200K Sell
5,948
-3,247
-35% -$101K ﹤0.01% 3010
2023
Q3 		$284K Sell
9,195
-2,265
-20% -$73.3K ﹤0.01% 2640
2023
Q2 		$369K Sell
11,460
-3,235
-22% -$102K ﹤0.01% 2408
2023
Q1 		$477K Sell
14,695
-5,165
-26% -$172K ﹤0.01% 2140
2022
Q4 		$630K Sell
19,860
-3,830
-16% -$121K ﹤0.01% 1969
2022
Q3 		$676K Sell
23,690
-6,690
-22% -$214K ﹤0.01% 1837
2022
Q2 		$942K Sell
30,380
-1,161,055
-97% -$40.9M ﹤0.01% 1672
2022
Q1 		$44.2M Buy
1,191,435
+15,535
+1% +$548K 0.1% 218
2021
Q4 		$42.5M Buy
1,175,900
+19,900
+2% +$686K 0.09% 221
2021
Q3 		$37M Buy
1,156,000
+7,915
+0.7% +$262K 0.1% 204
2021
Q2 		$37.8M Buy
1,148,085
+27,800
+2% +$933K 0.11% 192
2021
Q1 		$35M Buy
1,120,285
+35,320
+3% +$1.05M 0.11% 184
2020
Q4 		$30.2M Buy
+1,084,965
New +$28.2M 0.13% 168

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MIM
Miller Investment Management West Conshohocken, Pennsylvania $1.01B AUM 13.96% 1-Year Est. Return
OPPS
Obsidian Personal Planning Solutions Rockville, Maryland $288M AUM 10% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
FF
Friedenthal Financial Marlton, New Jersey $217M AUM 21.15% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return