Leelyn Smith’s Invesco S&P 500 Equal Weight Materials ETF RSPM Stock Holding History

Leelyn Smith’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 Q1	–	Sell	-1,850	Closed	-$58.7K	–	354
2022 Q4	$58.7K	Hold	1,850	–	–	0.02%	166
2022 Q3	$53K	Hold	1,850	–	–	0.02%	150
2022 Q2	$57K	Hold	1,850	–	–	0.01%	189
2022 Q1	$68K	Hold	1,850	–	–	0.02%	184
2021 Q4	$67K	Hold	1,850	–	–	0.02%	190
2021 Q3	$59K	Hold	1,850	–	–	0.02%	190
2021 Q2	$61K	Hold	1,850	–	–	0.02%	191
2021 Q1	$58K	Hold	1,850	–	–	0.02%	200
2020 Q4	$52K	Hold	1,850	–	–	0.02%	195
2020 Q3	$43K	Hold	1,850	–	–	0.02%	193
2020 Q2	$38K	Hold	1,850	–	–	0.02%	222
2020 Q1	$30K	Hold	1,850	–	–	0.02%	188
2019 Q4	$43	Buy	+1,850	New	+$41.1K	0.02%	197

Other funds holding RSPM

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

Bank of America

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

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

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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return