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

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

AAS

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

OAM

Oppenheimer Asset Management New York $9.63B AUM 30.32% 1-Year Est. Return

MIM

Miller Investment Management West Conshohocken, Pennsylvania $1.09B AUM 18.31% 1-Year Est. Return

CAN

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

JMPWA

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Moisand Fitzgerald Tamayo's RSPM Position: Q2 2023 in Review

Moisand Fitzgerald Tamayo sold out of Invesco S&P 500 Equal Weight Materials ETF (RSPM) in Q2 2023, closing a stake of 1,500 shares — an estimated $48.8K sold.

Moisand Fitzgerald Tamayo first reported a position in RSPM in Q2 2021 and held it in 5 quarters. The position peaked at $54K in Q2 2021. 91 funds tracked by Wall St. Rank hold RSPM as of Q2 2023.

Moisand Fitzgerald Tamayo reported no remaining Invesco S&P 500 Equal Weight Materials ETF position as of Q2 2023 after selling out during the quarter.
Moisand Fitzgerald Tamayo sold 1,500 Invesco S&P 500 Equal Weight Materials ETF shares in Q2 2023, an estimated $48.8K.
Moisand Fitzgerald Tamayo first reported a position in Invesco S&P 500 Equal Weight Materials ETF in Q2 2021 and held it in 5 quarters.
Moisand Fitzgerald Tamayo's Invesco S&P 500 Equal Weight Materials ETF position peaked at $54K in Q2 2021.
91 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Materials ETF as of Q2 2023.

Based on Moisand Fitzgerald Tamayo's 13F filing for Q2 2023, filed 12 Jul 2023.