Moisand Fitzgerald Tamayo’s Invesco S&P 500 Equal Weight Materials ETF RSPM Stock Holding History

Moisand Fitzgerald Tamayo’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 Q2	–	Sell	-1,500	Closed	-$48.8K	–	782
2023 Q1	$48.8K	Buy	+1,500	New	+$49.9K	0.01%	181
2022 Q3	–	Sell	-1,130	Closed	-$35K	–	841
2022 Q2	$35K	Buy	+1,130	New	+$39.8K	0.01%	181
2022 Q1	–	Sell	-1,130	Closed	-$41K	–	633
2021 Q4	$41K	Sell	1,130 -500	-31%	-$17.2K	0.01%	162
2021 Q3	$52K	Hold	1,630	–	–	0.02%	149
2021 Q2	$54K	Buy	+1,630	New	+$54.7K	0.02%	145

Other funds holding RSPM

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

Bank of America

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

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

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

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

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