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	$43K	Buy	+1,850	New	+$41.1K	0.02%	197

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 $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

AAS

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

JMPWA

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

OAM

Oppenheimer Asset Management New York $9.63B AUM 30.32% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Leelyn Smith's RSPM Position: Q1 2023 in Review

Leelyn Smith sold out of Invesco S&P 500 Equal Weight Materials ETF (RSPM) in Q1 2023, closing a stake of 1,850 shares — an estimated $58.7K sold.

Leelyn Smith first reported a position in RSPM in Q4 2019 and held it in 13 quarters. The position peaked at $68K in Q1 2022. 97 funds tracked by Wall St. Rank hold RSPM as of Q1 2023.

Leelyn Smith reported no remaining Invesco S&P 500 Equal Weight Materials ETF position as of Q1 2023 after selling out during the quarter.
Leelyn Smith sold 1,850 Invesco S&P 500 Equal Weight Materials ETF shares in Q1 2023, an estimated $58.7K.
Leelyn Smith first reported a position in Invesco S&P 500 Equal Weight Materials ETF in Q4 2019 and held it in 13 quarters.
Leelyn Smith's Invesco S&P 500 Equal Weight Materials ETF position peaked at $68K in Q1 2022.
97 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Materials ETF as of Q1 2023.

Based on Leelyn Smith's 13F filing for Q1 2023, filed 12 May 2023.