Milestone Advisory Partners’s Invesco S&P 500 Equal Weight Materials ETF RSPM Stock Holding History

Milestone Advisory Partners’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
2023 Q3	$801K	Buy	25,828 +3,558	+16%	+$115K	0.67%	32
2023 Q2	$723K	Hold	22,270	–	–	0.65%	31
2023 Q1	$725K	Buy	22,270 +10,625	+91%	+$354K	0.67%	30
2022 Q4	$370K	Buy	+11,645	New	+$369K	0.27%	46

Other funds holding RSPM

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

OAM

Oppenheimer Asset Management New York $8.76B AUM 23.12% 1-Year Est. Return

MIM

Miller Investment Management West Conshohocken, Pennsylvania $1.01B AUM 13.96% 1-Year Est. Return

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

OPPS

Obsidian Personal Planning Solutions Rockville, Maryland $288M AUM 10% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Milestone Advisory Partners's RSPM Position: Q3 2023 in Review

Milestone Advisory Partners increased its Invesco S&P 500 Equal Weight Materials ETF (RSPM) stake by 16% in Q3 2023, buying an estimated $115K and bringing the position to 25,828 shares worth $801K. The position accounts for 0.67% of the portfolio, ranked #32.

Milestone Advisory Partners first reported a position in RSPM in Q4 2022 and has held it in 4 quarters since. 85 funds tracked by Wall St. Rank hold RSPM as of Q3 2023.

Milestone Advisory Partners held 25,828 shares of Invesco S&P 500 Equal Weight Materials ETF worth $801K as of Q3 2023.
Milestone Advisory Partners bought 3,558 Invesco S&P 500 Equal Weight Materials ETF shares in Q3 2023, an estimated $115K.
Invesco S&P 500 Equal Weight Materials ETF made up 0.67% of Milestone Advisory Partners's portfolio in Q3 2023, its #32 holding.
Milestone Advisory Partners first reported a position in Invesco S&P 500 Equal Weight Materials ETF in Q4 2022 and has held it in 4 quarters since.
85 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Materials ETF as of Q3 2023.

Based on Milestone Advisory Partners's 13F filing for Q3 2023, filed 8 Nov 2023.