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

Jackson 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
2023 Q2	–	Sell	-14,545	Closed	-$474K	–	132
2023 Q1	$474K	Buy	14,545 +1,305	+10%	+$43.4K	0.36%	84
2022 Q4	$420K	Buy	+13,240	New	+$420K	0.15%	75

Other funds holding RSPM

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

OAM

Oppenheimer Asset Management New York $9.63B AUM 30.32% 1-Year Est. Return

MIM

Miller Investment Management West Conshohocken, Pennsylvania $1.09B AUM 18.31% 1-Year Est. Return

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

JMPWA

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Jackson Wealth Management's RSPM Position: Q2 2023 in Review

Jackson Wealth Management sold out of Invesco S&P 500 Equal Weight Materials ETF (RSPM) in Q2 2023, closing a stake of 14,545 shares — an estimated $474K sold.

Jackson Wealth Management first reported a position in RSPM in Q4 2022 and held it in 2 quarters. The position peaked at $474K in Q1 2023. 91 funds tracked by Wall St. Rank hold RSPM as of Q2 2023.

Jackson Wealth Management reported no remaining Invesco S&P 500 Equal Weight Materials ETF position as of Q2 2023 after selling out during the quarter.
Jackson Wealth Management sold 14,545 Invesco S&P 500 Equal Weight Materials ETF shares in Q2 2023, an estimated $474K.
Jackson Wealth Management first reported a position in Invesco S&P 500 Equal Weight Materials ETF in Q4 2022 and held it in 2 quarters.
Jackson Wealth Management's Invesco S&P 500 Equal Weight Materials ETF position peaked at $474K in Q1 2023.
91 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Materials ETF as of Q2 2023.

Based on Jackson Wealth Management's 13F filing for Q2 2023, filed 2 Aug 2023.