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Merit Financial Group’s Invesco S&P 500 Equal Weight Materials ETF RSPM Stock Holding History

Merit Financial 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
Q1 		$1.74M Sell
44,968
-1,033
-2% -$39.5K 0.01% 731
2025
Q4 		$1.57M Buy
46,001
+38,491
+513% +$1.26M 0.01% 738
2025
Q3 		$246K Buy
7,510
+31
+0.4% +$1.03K ﹤0.01% 1547
2025
Q2 		$242K Sell
7,479
-1,308
-15% -$40.8K ﹤0.01% 1452
2025
Q1 		$279K Sell
8,787
-309
-3% -$10.2K ﹤0.01% 1149
2024
Q4 		$296K Buy
9,096
+200
+2% +$7.17K 0.01% 930
2024
Q3 		$332K Sell
8,896
-138
-2% -$4.88K 0.01% 650
2024
Q2 		$312K Buy
9,034
+22
+0.2% +$780 0.01% 709
2024
Q1 		$318K Sell
9,012
-186
-2% -$6.23K 0.01% 690
2023
Q4 		$309K Sell
9,198
-1,511
-14% -$47.2K 0.01% 612
2023
Q3 		$332K Buy
10,709
+169
+2% +$5.47K 0.01% 559
2023
Q2 		$342K Buy
+10,540
New +$333K 0.01% 560

Other funds holding RSPM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
FF
Friedenthal Financial Marlton, New Jersey $217M AUM 21.15% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
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
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