Key Financial Inc’s Invesco S&P 500 Equal Weight Materials ETF RSPM Stock Holding History

Key Financial Inc’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
2026 Q1	$116K	Hold	3,010	–	–	0.02%	381
2025 Q4	$103K	Hold	3,010	–	–	0.02%	390
2025 Q3	$97.8K	Hold	3,010	–	–	0.02%	397
2025 Q2	$97.6K	Hold	3,010	–	–	0.02%	387
2025 Q1	$95.5K	Hold	3,010	–	–	0.02%	369
2024 Q4	$98K	Hold	3,010	–	–	0.02%	358
2024 Q3	$112K	Hold	3,010	–	–	0.02%	334
2024 Q2	$104K	Hold	3,010	–	–	0.02%	334
2024 Q1	$109K	Hold	3,010	–	–	0.03%	302
2023 Q4	$101K	Hold	3,010	–	–	0.03%	310
2023 Q3	$93.4K	Hold	3,010	–	–	0.03%	311
2023 Q2	$97.7K	Buy	+3,010	New	+$95K	0.03%	299

Other funds holding RSPM

Bank of America

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

Cetera Investment Advisers

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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

Raymond James Financial

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

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

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

NTV Asset Management Charleston, West Virginia $910M AUM 27.02% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Courage Miller Partners Norfolk, Virginia $354M AUM 13.72% 1-Year Est. Return