Kistler-Tiffany Companies’s Invesco S&P 500 Equal Weight Materials ETF RSPM Stock Holding History

Kistler-Tiffany Companies’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	$59.2K	Sell	1,825 -200	-10%	-$6.31K	0.01%	472
2023 Q1	$65.9K	Sell	2,025 -625	-24%	-$20.8K	0.01%	411
2022 Q4	$84.1K	Sell	2,650 -500	-16%	-$15.9K	0.02%	364
2022 Q3	$90K	Hold	3,150	–	–	0.02%	301
2022 Q2	$98K	Hold	3,150	–	–	0.02%	290
2022 Q1	$116K	Sell	3,150 -1,125	-26%	-$39.7K	0.02%	282
2021 Q4	$154K	Sell	4,275 -150	-3%	-$5.17K	0.03%	224
2021 Q3	$142K	Buy	4,425 +1,625	+58%	+$53.8K	0.03%	225
2021 Q2	$92K	Buy	+2,800	New	+$93.9K	0.02%	286

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 $1.37T AUM 24.88% 1-Year Est. Return

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

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

OAM

Oppenheimer Asset Management New York $8.76B AUM 23.12% 1-Year Est. Return

MIM

Miller Investment Management West Conshohocken, Pennsylvania $1.01B AUM 13.96% 1-Year Est. Return

CAN

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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 $68.3B AUM 20.5% 1-Year Est. Return

Kistler-Tiffany Companies's RSPM Position: Q2 2023 in Review

Kistler-Tiffany Companies reduced its Invesco S&P 500 Equal Weight Materials ETF (RSPM) stake by 9.9% in Q2 2023, selling an estimated $6.31K and leaving 1,825 shares worth $59.2K. The position accounts for 0.01% of the portfolio, ranked #472.

Kistler-Tiffany Companies first reported a position in RSPM in Q2 2021 and has held it in 9 quarters since. The position peaked at $154K in Q4 2021. 92 funds tracked by Wall St. Rank hold RSPM as of Q2 2023.

Kistler-Tiffany Companies held 1,825 shares of Invesco S&P 500 Equal Weight Materials ETF worth $59.2K as of Q2 2023.
Kistler-Tiffany Companies sold 200 Invesco S&P 500 Equal Weight Materials ETF shares in Q2 2023, an estimated $6.31K.
Invesco S&P 500 Equal Weight Materials ETF made up 0.01% of Kistler-Tiffany Companies's portfolio in Q2 2023, its #472 holding.
Kistler-Tiffany Companies first reported a position in Invesco S&P 500 Equal Weight Materials ETF in Q2 2021 and has held it in 9 quarters since.
Kistler-Tiffany Companies's Invesco S&P 500 Equal Weight Materials ETF position peaked at $154K in Q4 2021.
92 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Materials ETF as of Q2 2023.

Based on Kistler-Tiffany Companies's 13F filing for Q2 2023, filed 1 Aug 2023.