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L.J. Altfest & Co’s Invesco S&P 500 Equal Weight Materials ETF RSPM Stock Holding History

L.J. Altfest & Co’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 		– Sell
-129,829
Closed -$4.42M – 376
2025
Q4 		$4.42M Buy
+129,829
New +$4.26M 0.48% 44

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
FF
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
NAM
NTV Asset Management Charleston, West Virginia $1.02B AUM 31.16% 1-Year Est. Return
MWM
Maltin Wealth Management Ridgewood, New Jersey $299M AUM 22.87% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CMP
Courage Miller Partners Norfolk, Virginia $379M AUM 16.36% 1-Year Est. Return

L.J. Altfest & Co's RSPM Position: Q1 2026 in Review

L.J. Altfest & Co sold out of Invesco S&P 500 Equal Weight Materials ETF (RSPM) in Q1 2026, closing a stake of 129,829 shares — an estimated $4.42M sold.

L.J. Altfest & Co first reported a position in RSPM in Q4 2025 and held it in 1 quarter. The position peaked at $4.42M in Q4 2025. 70 funds tracked by Wall St. Rank hold RSPM as of Q1 2026.

  • L.J. Altfest & Co reported no remaining Invesco S&P 500 Equal Weight Materials ETF position as of Q1 2026 after selling out during the quarter.
  • L.J. Altfest & Co sold 129,829 Invesco S&P 500 Equal Weight Materials ETF shares in Q1 2026, an estimated $4.42M.
  • L.J. Altfest & Co first reported a position in Invesco S&P 500 Equal Weight Materials ETF in Q4 2025 and held it in 1 quarter.
  • L.J. Altfest & Co's Invesco S&P 500 Equal Weight Materials ETF position peaked at $4.42M in Q4 2025.
  • 70 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Materials ETF as of Q1 2026.

Based on L.J. Altfest & Co's 13F filing for Q1 2026, filed 28 Apr 2026.