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

IHT Wealth 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
2019 Q3	–	Sell	-16,545	Closed	-$363K	–	631
2019 Q2	$363K	Buy	+16,545	New	+$351K	0.05%	357
2018 Q2	–	Sell	-38,990	Closed	-$809K	–	1153
2018 Q1	$809K	Sell	38,990 -22,490	-37%	-$504K	0.22%	120
2017 Q4	$1.44M	Buy	+61,480	New	+$1.33M	0.38%	53

Other funds holding RSPM

FIM

Frontier Investment Management Dallas, Texas $1.62B AUM 1.86% 1-Year Est. Return

BAAM

Baker Avenue Asset Management San Francisco, California $4.43B AUM 26.6% 1-Year Est. Return

FAM

Flaharty Asset Management Clearwater, Florida $69.9M AUM 13.96% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return

LFG

LifePlan Financial Group Dayton, Ohio $232M AUM 8.43% 1-Year Est. Return

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

PSF

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

IHT Wealth Management's RSPM Position: Q3 2019 in Review

IHT Wealth Management sold out of Invesco S&P 500 Equal Weight Materials ETF (RSPM) in Q3 2019, closing a stake of 16,545 shares — an estimated $363K sold.

IHT Wealth Management first reported a position in RSPM in Q4 2017 and held it in 3 quarters. The position peaked at $1.44M in Q4 2017. 47 funds tracked by Wall St. Rank hold RSPM as of Q3 2019.

IHT Wealth Management reported no remaining Invesco S&P 500 Equal Weight Materials ETF position as of Q3 2019 after selling out during the quarter.
IHT Wealth Management sold 16,545 Invesco S&P 500 Equal Weight Materials ETF shares in Q3 2019, an estimated $363K.
IHT Wealth Management first reported a position in Invesco S&P 500 Equal Weight Materials ETF in Q4 2017 and held it in 3 quarters.
IHT Wealth Management's Invesco S&P 500 Equal Weight Materials ETF position peaked at $1.44M in Q4 2017.
47 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Materials ETF as of Q3 2019.

Based on IHT Wealth Management's 13F filing for Q3 2019, filed 15 Nov 2019.