Measured Wealth Private Client Group’s Invesco S&P 500 Equal Weight Materials ETF RSPM Stock Holding History

Measured Wealth Private Client Group’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 Q2	$386	Hold	10	–	–	﹤0.01%	664
2026 Q1	$387	Hold	10	–	–	﹤0.01%	660
2025 Q4	$341	Sell	10 -35	-78%	-$1.15K	﹤0.01%	687
2025 Q3	$1.47K	Buy	+45	New	+$1.5K	﹤0.01%	650
2022 Q3	–	Sell	-93,630	Closed	-$2.9M	–	180
2022 Q2	$2.9M	Buy	+93,630	New	+$3.3M	1.28%	15

Other funds holding RSPM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Friedenthal Financial Marlton, New Jersey $217M AUM 21.15% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

MWM

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

NAM

NTV Asset Management Charleston, West Virginia $1.02B AUM 31.16% 1-Year Est. Return

CMP

Courage Miller Partners Norfolk, Virginia $379M AUM 16.36% 1-Year Est. Return

Measured Wealth Private Client Group's RSPM Position: Q2 2026 in Review

Measured Wealth Private Client Group held its Invesco S&P 500 Equal Weight Materials ETF (RSPM) position steady in Q2 2026 at 10 shares worth $386. The position accounts for ﹤0.01% of the portfolio, ranked #664.

Measured Wealth Private Client Group first reported a position in RSPM in Q2 2022 and has held it in 5 quarters since. The position peaked at $2.9M in Q2 2022. 75 funds tracked by Wall St. Rank hold RSPM as of Q2 2026.

Measured Wealth Private Client Group held 10 shares of Invesco S&P 500 Equal Weight Materials ETF worth $386 as of Q2 2026.
Measured Wealth Private Client Group left its Invesco S&P 500 Equal Weight Materials ETF share count unchanged in Q2 2026.
Invesco S&P 500 Equal Weight Materials ETF made up ﹤0.01% of Measured Wealth Private Client Group's portfolio in Q2 2026, its #664 holding.
Measured Wealth Private Client Group first reported a position in Invesco S&P 500 Equal Weight Materials ETF in Q2 2022 and has held it in 5 quarters since.
Measured Wealth Private Client Group's Invesco S&P 500 Equal Weight Materials ETF position peaked at $2.9M in Q2 2022.
75 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Materials ETF as of Q2 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q2 2026, filed 10 Aug 2026.