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Money Concepts Capital’s Invesco S&P 500 Equal Weight Materials ETF RSPM Stock Holding History

Money Concepts Capital’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
Q1 		– Sell
-1,265
Closed -$40.1K – 2416
2022
Q4 		$40.1K Hold
1,265
– – ﹤0.01% 1331
2022
Q3 		$36K Hold
1,265
– – ﹤0.01% 784
2022
Q2 		$40K Sell
1,265
-1,475
-54% -$52K ﹤0.01% 744
2022
Q1 		$101K Sell
2,740
-1,930
-41% -$68K 0.01% 984
2021
Q4 		$168K Buy
+4,670
New +$161K 0.01% 506
2021
Q1 		$335K Sell
10,745
-2,735
-20% -$81.4K 0.03% 385
2020
Q4 		$376K Buy
+13,480
New +$351K 0.03% 329

Other funds holding RSPM

HIIFS
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
LPL Financial
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
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
OAM
Oppenheimer Asset Management New York $8.76B AUM 23.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return