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

North 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
2025
Q4 		– Sell
-1,091
Closed -$35.7K – 575
2025
Q3 		$35.7K Buy
1,091
+1
+0.1% +$33 0.03% 255
2025
Q2 		$35.3K Hold
1,090
– – 0.03% 246
2025
Q1 		$34.6K Buy
+1,090
New +$36K 0.03% 244

Other funds holding RSPM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
LJAC
L.J. Altfest & Co New York $935M AUM 27.19% 1-Year Est. Return
FF
Friedenthal Financial Marlton, New Jersey $217M AUM 21.15% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MWM
Maltin Wealth Management Ridgewood, New Jersey $262M AUM 19.65% 1-Year Est. Return
PSF
Pacific Sun Financial Los Angeles, California $206M AUM 17.72% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

North Capital's RSPM Position: Q4 2025 in Review

North Capital sold out of Invesco S&P 500 Equal Weight Materials ETF (RSPM) in Q4 2025, closing a stake of 1,091 shares — an estimated $35.7K sold.

North Capital first reported a position in RSPM in Q1 2025 and held it in 3 quarters. The position peaked at $35.7K in Q3 2025. 70 funds tracked by Wall St. Rank hold RSPM as of Q4 2025.

  • North Capital reported no remaining Invesco S&P 500 Equal Weight Materials ETF position as of Q4 2025 after selling out during the quarter.
  • North Capital sold 1,091 Invesco S&P 500 Equal Weight Materials ETF shares in Q4 2025, an estimated $35.7K.
  • North Capital first reported a position in Invesco S&P 500 Equal Weight Materials ETF in Q1 2025 and held it in 3 quarters.
  • North Capital's Invesco S&P 500 Equal Weight Materials ETF position peaked at $35.7K in Q3 2025.
  • 70 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Materials ETF as of Q4 2025.

Based on North Capital's 13F filing for Q4 2025, filed 18 Feb 2026.