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Jaffetilchin Investment Partners’s Invesco S&P 500 Equal Weight Materials ETF RSPM Stock Holding History

Jaffetilchin Investment Partners’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
Q2 		– Sell
-9,587
Closed -$348K – 380
2024
Q1 		$348K Buy
+9,587
New +$321K 0.03% 264

Other funds holding RSPM

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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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
OPPS
Obsidian Personal Planning Solutions Rockville, Maryland $288M AUM 10% 1-Year Est. Return
VWM
Valley Wealth Managers Paramus, New Jersey $1.55B AUM 28.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FF
Friedenthal Financial Marlton, New Jersey $217M AUM 21.15% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Jaffetilchin Investment Partners's RSPM Position: Q2 2024 in Review

Jaffetilchin Investment Partners sold out of Invesco S&P 500 Equal Weight Materials ETF (RSPM) in Q2 2024, closing a stake of 9,587 shares — an estimated $348K sold.

Jaffetilchin Investment Partners first reported a position in RSPM in Q1 2024 and held it in 1 quarter. The position peaked at $348K in Q1 2024. 84 funds tracked by Wall St. Rank hold RSPM as of Q2 2024.

  • Jaffetilchin Investment Partners reported no remaining Invesco S&P 500 Equal Weight Materials ETF position as of Q2 2024 after selling out during the quarter.
  • Jaffetilchin Investment Partners sold 9,587 Invesco S&P 500 Equal Weight Materials ETF shares in Q2 2024, an estimated $348K.
  • Jaffetilchin Investment Partners first reported a position in Invesco S&P 500 Equal Weight Materials ETF in Q1 2024 and held it in 1 quarter.
  • Jaffetilchin Investment Partners's Invesco S&P 500 Equal Weight Materials ETF position peaked at $348K in Q1 2024.
  • 84 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Materials ETF as of Q2 2024.

Based on Jaffetilchin Investment Partners's 13F filing for Q2 2024, filed 30 Jul 2024.