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Obsidian Personal Planning Solutions’s Invesco S&P 500 Equal Weight Materials ETF RSPM Stock Holding History

Obsidian Personal Planning Solutions’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
Q3 		$1.92M Sell
60,537
-2,016
-3% -$67.1K 0.67% 27
2025
Q2 		$2.03M Sell
62,553
-847
-1% -$26.4K 0.82% 27
2025
Q1 		$1.95M Sell
63,400
-75,921
-54% -$2.51M 0.87% 27
2024
Q4 		$4.76M Buy
139,321
+1,154
+0.8% +$41.4K 2.3% 17
2024
Q3 		$5.04M Buy
138,167
+13,141
+11% +$464K 2.63% 15
2024
Q2 		$4.31M Buy
125,026
+5,856
+5% +$208K 2.63% 16
2024
Q1 		$4.11M Buy
119,170
+11,554
+11% +$387K 2.7% 14
2023
Q4 		$3.62M Buy
107,616
+3,247
+3% +$101K 2.75% 15
2023
Q3 		$3.24M Buy
104,369
+12,064
+13% +$391K 2.76% 12
2023
Q2 		$3M Buy
92,305
+3,770
+4% +$119K 3.69% 10
2023
Q1 		$2.88M Buy
88,535
+230
+0.3% +$7.66K 4.2% 10
2022
Q4 		$2.8M Buy
88,305
+345
+0.4% +$10.9K 4.5% 9
2022
Q3 		$2.51M Buy
87,960
+1,545
+2% +$49.4K 4.59% 8
2022
Q2 		$2.68M Buy
+86,415
New +$3.05M 4.57% 7

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
FF
Friedenthal Financial Marlton, New Jersey $217M AUM 21.15% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return

Obsidian Personal Planning Solutions's RSPM Position: Q3 2025 in Review

Obsidian Personal Planning Solutions reduced its Invesco S&P 500 Equal Weight Materials ETF (RSPM) stake by 3.2% in Q3 2025, selling an estimated $67.1K and leaving 60,537 shares worth $1.92M. The position accounts for 0.67% of the portfolio, ranked #27.

Obsidian Personal Planning Solutions first reported a position in RSPM in Q2 2022 and has held it in 14 quarters since. The position peaked at $5.04M in Q3 2024. 70 funds tracked by Wall St. Rank hold RSPM as of Q3 2025.

  • Obsidian Personal Planning Solutions held 60,537 shares of Invesco S&P 500 Equal Weight Materials ETF worth $1.92M as of Q3 2025.
  • Obsidian Personal Planning Solutions sold 2,016 Invesco S&P 500 Equal Weight Materials ETF shares in Q3 2025, an estimated $67.1K.
  • Invesco S&P 500 Equal Weight Materials ETF made up 0.67% of Obsidian Personal Planning Solutions's portfolio in Q3 2025, its #27 holding.
  • Obsidian Personal Planning Solutions first reported a position in Invesco S&P 500 Equal Weight Materials ETF in Q2 2022 and has held it in 14 quarters since.
  • Obsidian Personal Planning Solutions's Invesco S&P 500 Equal Weight Materials ETF position peaked at $5.04M in Q3 2024.
  • 70 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Materials ETF as of Q3 2025.

Based on Obsidian Personal Planning Solutions's 13F filing for Q3 2025, filed 13 Nov 2025.