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

Northwest Financial 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
Q4 		– Sell
-4,075
Closed -$152K – 446
2024
Q3 		$152K Buy
+4,075
New +$144K 0.12% 124
2024
Q1 		– Sell
-4,075
Closed -$137K – 425
2023
Q4 		$137K Buy
+4,075
New +$127K 0.12% 111

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
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
OPPS
Obsidian Personal Planning Solutions Rockville, Maryland $288M AUM 10% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
FF
Friedenthal Financial Marlton, New Jersey $217M AUM 21.15% 1-Year Est. Return
TLP
Trinity Legacy Partners Houston, Texas $500M AUM 23.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Northwest Financial Advisors's RSPM Position: Q4 2024 in Review

Northwest Financial Advisors sold out of Invesco S&P 500 Equal Weight Materials ETF (RSPM) in Q4 2024, closing a stake of 4,075 shares — an estimated $152K sold.

Northwest Financial Advisors first reported a position in RSPM in Q4 2023 and held it in 2 quarters. The position peaked at $152K in Q3 2024. 78 funds tracked by Wall St. Rank hold RSPM as of Q4 2024.

  • Northwest Financial Advisors reported no remaining Invesco S&P 500 Equal Weight Materials ETF position as of Q4 2024 after selling out during the quarter.
  • Northwest Financial Advisors sold 4,075 Invesco S&P 500 Equal Weight Materials ETF shares in Q4 2024, an estimated $152K.
  • Northwest Financial Advisors first reported a position in Invesco S&P 500 Equal Weight Materials ETF in Q4 2023 and held it in 2 quarters.
  • Northwest Financial Advisors's Invesco S&P 500 Equal Weight Materials ETF position peaked at $152K in Q3 2024.
  • 78 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Materials ETF as of Q4 2024.

Based on Northwest Financial Advisors's 13F filing for Q4 2024, filed 22 Jan 2025.