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 Q2	$1.7M	Sell	44,039 -929	-2%	-$36.4K	0.01%	825
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 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

Merit Financial Group's RSPM Position: Q2 2026 in Review

Merit Financial Group reduced its Invesco S&P 500 Equal Weight Materials ETF (RSPM) stake by 2.1% in Q2 2026, selling an estimated $36.4K and leaving 44,039 shares worth $1.7M. The position accounts for 0.01% of the portfolio, ranked #825.

Merit Financial Group first reported a position in RSPM in Q2 2023 and has held it in 13 quarters since. The position peaked at $1.74M in Q1 2026. 75 funds tracked by Wall St. Rank hold RSPM as of Q2 2026.

Merit Financial Group held 44,039 shares of Invesco S&P 500 Equal Weight Materials ETF worth $1.7M as of Q2 2026.
Merit Financial Group sold 929 Invesco S&P 500 Equal Weight Materials ETF shares in Q2 2026, an estimated $36.4K.
Invesco S&P 500 Equal Weight Materials ETF made up 0.01% of Merit Financial Group's portfolio in Q2 2026, its #825 holding.
Merit Financial Group first reported a position in Invesco S&P 500 Equal Weight Materials ETF in Q2 2023 and has held it in 13 quarters since.
Merit Financial Group's Invesco S&P 500 Equal Weight Materials ETF position peaked at $1.74M in Q1 2026.
75 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Materials ETF as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.