MWM
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Meridian Wealth Management’s Invesco S&P 500 Equal Weight Materials ETF RSPM Stock Holding History

Meridian Wealth Management’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
2019
Q3 		– Sell
-1,430
Closed -$313 – 419
2019
Q2 		$313 Buy
+1,430
New +$30.3K 0.01% 455

Other funds holding RSPM

FIM
Frontier Investment Management Dallas, Texas $1.62B AUM 1.86% 1-Year Est. Return
BAAM
Baker Avenue Asset Management San Francisco, California $4.43B AUM 26.6% 1-Year Est. Return
FAM
Flaharty Asset Management Clearwater, Florida $69.9M AUM 13.96% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return
LFG
LifePlan Financial Group Dayton, Ohio $232M AUM 8.43% 1-Year Est. Return
FF
Friedenthal Financial Marlton, New Jersey $217M AUM 21.15% 1-Year Est. Return
PSF
Pacific Sun Financial Los Angeles, California $206M AUM 17.72% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Meridian Wealth Management's RSPM Position: Q3 2019 in Review

Meridian Wealth Management sold out of Invesco S&P 500 Equal Weight Materials ETF (RSPM) in Q3 2019, closing a stake of 1,430 shares — an estimated $313 sold.

Meridian Wealth Management first reported a position in RSPM in Q2 2019 and held it in 1 quarter. The position peaked at $313 in Q2 2019. 47 funds tracked by Wall St. Rank hold RSPM as of Q3 2019.

  • Meridian Wealth Management reported no remaining Invesco S&P 500 Equal Weight Materials ETF position as of Q3 2019 after selling out during the quarter.
  • Meridian Wealth Management sold 1,430 Invesco S&P 500 Equal Weight Materials ETF shares in Q3 2019, an estimated $313.
  • Meridian Wealth Management first reported a position in Invesco S&P 500 Equal Weight Materials ETF in Q2 2019 and held it in 1 quarter.
  • Meridian Wealth Management's Invesco S&P 500 Equal Weight Materials ETF position peaked at $313 in Q2 2019.
  • 47 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Materials ETF as of Q3 2019.

Based on Meridian Wealth Management's 13F filing for Q3 2019, filed 8 Nov 2019.