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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 $1.55T AUM 33.47% 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 $445B AUM 25.58% 1-Year Est. Return
FF
Friedenthal Financial Marlton, New Jersey $217M AUM 21.15% 1-Year Est. Return
TLP
Trinity Legacy Partners Houston, Texas $500M AUM 23.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
MWM
Maltin Wealth Management Ridgewood, New Jersey $299M AUM 22.87% 1-Year Est. Return
OPPS
Obsidian Personal Planning Solutions Rockville, Maryland $288M AUM 10% 1-Year Est. Return
PSF
Pacific Sun Financial Los Angeles, California $242M AUM 27.28% 1-Year Est. Return

Howe & Rusling's RSPM Position: Q1 2025 in Review

Howe & Rusling sold out of Invesco S&P 500 Equal Weight Materials ETF (RSPM) in Q1 2025, closing a stake of 207 shares — an estimated $6.74K sold.

Howe & Rusling first reported a position in RSPM in Q4 2023 and held it in 5 quarters. The position peaked at $7.74K in Q3 2024. 73 funds tracked by Wall St. Rank hold RSPM as of Q1 2025.

  • Howe & Rusling reported no remaining Invesco S&P 500 Equal Weight Materials ETF position as of Q1 2025 after selling out during the quarter.
  • Howe & Rusling sold 207 Invesco S&P 500 Equal Weight Materials ETF shares in Q1 2025, an estimated $6.74K.
  • Howe & Rusling first reported a position in Invesco S&P 500 Equal Weight Materials ETF in Q4 2023 and held it in 5 quarters.
  • Howe & Rusling's Invesco S&P 500 Equal Weight Materials ETF position peaked at $7.74K in Q3 2024.
  • 73 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Materials ETF as of Q1 2025.

Based on Howe & Rusling's 13F filing for Q1 2025, filed 17 Jun 2025.