NewEdge Advisors’s Invesco S&P 500 Equal Weight Materials ETF RSPM Stock Holding History

NewEdge Advisors’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
2024 Q3	–	Sell	-111	Closed	-$3.81K	–	3922
2024 Q2	$3.81K	Buy	+111	New	+$3.94K	﹤0.01%	3174
2023 Q2	–	Sell	-1,505	Closed	-$49K	–	3612
2023 Q1	$49K	Buy	1,505 +1,345	+841%	+$44.8K	﹤0.01%	2012
2022 Q4	$5.08K	Buy	+160	New	+$5.07K	﹤0.01%	2584

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

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

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

PSF

Pacific Sun Financial Los Angeles, California $242M AUM 27.28% 1-Year Est. Return

NewEdge Advisors's RSPM Position: Q3 2024 in Review

NewEdge Advisors sold out of Invesco S&P 500 Equal Weight Materials ETF (RSPM) in Q3 2024, closing a stake of 111 shares — an estimated $3.81K sold.

NewEdge Advisors first reported a position in RSPM in Q4 2022 and held it in 3 quarters. The position peaked at $49K in Q1 2023. 84 funds tracked by Wall St. Rank hold RSPM as of Q3 2024.

NewEdge Advisors reported no remaining Invesco S&P 500 Equal Weight Materials ETF position as of Q3 2024 after selling out during the quarter.
NewEdge Advisors sold 111 Invesco S&P 500 Equal Weight Materials ETF shares in Q3 2024, an estimated $3.81K.
NewEdge Advisors first reported a position in Invesco S&P 500 Equal Weight Materials ETF in Q4 2022 and held it in 3 quarters.
NewEdge Advisors's Invesco S&P 500 Equal Weight Materials ETF position peaked at $49K in Q1 2023.
84 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Materials ETF as of Q3 2024.

Based on NewEdge Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.