Mark Sheptoff Financial Planning’s Invesco S&P 500 Equal Weight Materials ETF RSPM Stock Holding History

Mark Sheptoff Financial Planning’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	$10.5K	Hold	265	–	–	0.01%	340
2025 Q4	$9.03K	Hold	265	–	–	﹤0.01%	360
2025 Q3	$8.68K	Hold	265	–	–	﹤0.01%	357
2025 Q2	$8.59K	Hold	265	–	–	﹤0.01%	352
2025 Q1	$8.41K	Hold	265	–	–	﹤0.01%	334
2024 Q4	$8.63K	Hold	265	–	–	﹤0.01%	330
2024 Q3	$9.9K	Hold	265	–	–	0.01%	309
2024 Q2	$9.14K	Buy	+265	New	+$9.4K	0.01%	321

Other funds holding RSPM

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

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

NAM

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

MWM

Maltin Wealth Management Ridgewood, New Jersey $299M AUM 22.87% 1-Year Est. Return

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

Mark Sheptoff Financial Planning's RSPM Position: Q1 2026 in Review

Mark Sheptoff Financial Planning held its Invesco S&P 500 Equal Weight Materials ETF (RSPM) position steady in Q1 2026 at 265 shares worth $10.5K. The position accounts for 0.01% of the portfolio, ranked #340.

Mark Sheptoff Financial Planning first reported a position in RSPM in Q2 2024 and has held it in 8 quarters since. 70 funds tracked by Wall St. Rank hold RSPM as of Q1 2026.

Mark Sheptoff Financial Planning held 265 shares of Invesco S&P 500 Equal Weight Materials ETF worth $10.5K as of Q1 2026.
Mark Sheptoff Financial Planning left its Invesco S&P 500 Equal Weight Materials ETF share count unchanged in Q1 2026.
Invesco S&P 500 Equal Weight Materials ETF made up 0.01% of Mark Sheptoff Financial Planning's portfolio in Q1 2026, its #340 holding.
Mark Sheptoff Financial Planning first reported a position in Invesco S&P 500 Equal Weight Materials ETF in Q2 2024 and has held it in 8 quarters since.
70 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Materials ETF as of Q1 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2026, filed 11 May 2026.