Howe & Rusling’s Invesco S&P 500 Equal Weight Materials ETF RSPM Stock Holding History

Howe & Rusling’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 Q1	–	Sell	-207	Closed	-$6.74K	–	464
2024 Q4	$6.74K	Hold	207	–	–	﹤0.01%	381
2024 Q3	$7.74K	Hold	207	–	–	﹤0.01%	363
2024 Q2	$7.14K	Hold	207	–	–	﹤0.01%	334
2024 Q1	$7.52K	Hold	207	–	–	﹤0.01%	350
2023 Q4	$6.96K	Buy	+207	New	+$6.47K	﹤0.01%	332

Other funds holding RSPM

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

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

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

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

Raymond James Financial

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

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

Obsidian Personal Planning Solutions Rockville, Maryland $288M AUM 10% 1-Year Est. Return

Pacific Sun Financial Los Angeles, California $206M AUM 17.72% 1-Year Est. Return