McKinley Carter Wealth Services’s Invesco S&P 500 Equal Weight Materials ETF RSPM Stock Holding History

McKinley Carter Wealth Services’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	$802K	Sell	20,739 -585	-3%	-$22.4K	0.05%	184
2025 Q4	$727K	Sell	21,324 -524	-2%	-$17.2K	0.04%	193
2025 Q3	$716K	Hold	21,848	–	–	0.04%	191
2025 Q2	$708K	Sell	21,848 -760	-3%	-$23.7K	0.04%	181
2025 Q1	$718K	Sell	22,608 -1,656	-7%	-$54.7K	0.04%	176
2024 Q4	$790K	Sell	24,264 -1,783	-7%	-$63.9K	0.05%	168
2024 Q3	$973K	Hold	26,047	–	–	0.06%	161
2024 Q2	$898K	Sell	26,047 -1,409	-5%	-$50K	0.06%	166
2024 Q1	$997K	Sell	27,456 -950	-3%	-$31.8K	0.07%	153
2023 Q4	$955K	Sell	28,406 -4,747	-14%	-$148K	0.07%	149
2023 Q3	$1.03M	Sell	33,153 -9,392	-22%	-$304K	0.08%	144
2023 Q2	$1.38M	Sell	42,545 -1,565	-4%	-$49.4K	0.1%	132
2023 Q1	$1.44M	Sell	44,110 -3,475	-7%	-$116K	0.11%	123
2022 Q4	$1.51M	Sell	47,585 -3,560	-7%	-$113K	0.13%	116
2022 Q3	$1.46M	Sell	51,145 -13,605	-21%	-$435K	0.14%	107
2022 Q2	$2.01M	Sell	64,750 -3,535	-5%	-$125K	0.18%	93
2022 Q1	$2.52M	Sell	68,285 -4,735	-6%	-$167K	0.2%	85
2021 Q4	$2.63M	Sell	73,020 -21,315	-23%	-$735K	0.2%	88
2021 Q3	$3.02M	Sell	94,335 -10,640	-10%	-$352K	0.25%	80
2021 Q2	$3.45M	Sell	104,975 -11,590	-10%	-$389K	0.29%	71
2021 Q1	$3.64M	Sell	116,565 -3,700	-3%	-$110K	0.31%	71
2020 Q4	$3.35M	Buy	+120,265	New	+$3.13M	0.44%	65

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 $262M AUM 19.65% 1-Year Est. Return

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

CMP

Courage Miller Partners Norfolk, Virginia $354M AUM 13.72% 1-Year Est. Return

McKinley Carter Wealth Services's RSPM Position: Q1 2026 in Review

McKinley Carter Wealth Services reduced its Invesco S&P 500 Equal Weight Materials ETF (RSPM) stake by 2.7% in Q1 2026, selling an estimated $22.4K and leaving 20,739 shares worth $802K. The position accounts for 0.05% of the portfolio, ranked #184.

McKinley Carter Wealth Services first reported a position in RSPM in Q4 2020 and has held it in 22 quarters since. The position peaked at $3.64M in Q1 2021. 70 funds tracked by Wall St. Rank hold RSPM as of Q1 2026.

McKinley Carter Wealth Services held 20,739 shares of Invesco S&P 500 Equal Weight Materials ETF worth $802K as of Q1 2026.
McKinley Carter Wealth Services sold 585 Invesco S&P 500 Equal Weight Materials ETF shares in Q1 2026, an estimated $22.4K.
Invesco S&P 500 Equal Weight Materials ETF made up 0.05% of McKinley Carter Wealth Services's portfolio in Q1 2026, its #184 holding.
McKinley Carter Wealth Services first reported a position in Invesco S&P 500 Equal Weight Materials ETF in Q4 2020 and has held it in 22 quarters since.
McKinley Carter Wealth Services's Invesco S&P 500 Equal Weight Materials ETF position peaked at $3.64M in Q1 2021.
70 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Materials ETF as of Q1 2026.

Based on McKinley Carter Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.