PSFG
RSPM icon

Park Square Financial Group’s Invesco S&P 500 Equal Weight Materials ETF RSPM Stock Holding History

Park Square Financial Group’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
Q1 		– Sell
-256
Closed -$8.34K – 1031
2024
Q4 		$8.34K Buy
+256
New +$9.18K 0.01% 623

Other funds holding RSPM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FF
Friedenthal Financial Marlton, New Jersey $217M AUM 21.15% 1-Year Est. Return
TLP
Trinity Legacy Partners Houston, Texas $462M AUM 15.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
MWM
Maltin Wealth Management Ridgewood, New Jersey $262M AUM 19.65% 1-Year Est. Return
OPPS
Obsidian Personal Planning Solutions Rockville, Maryland $288M AUM 10% 1-Year Est. Return
PSF
Pacific Sun Financial Los Angeles, California $206M AUM 17.72% 1-Year Est. Return

Park Square Financial Group's RSPM Position: Q1 2025 in Review

Park Square Financial Group sold out of Invesco S&P 500 Equal Weight Materials ETF (RSPM) in Q1 2025, closing a stake of 256 shares — an estimated $8.34K sold.

Park Square Financial Group first reported a position in RSPM in Q4 2024 and held it in 1 quarter. The position peaked at $8.34K in Q4 2024. 73 funds tracked by Wall St. Rank hold RSPM as of Q1 2025.

  • Park Square Financial Group reported no remaining Invesco S&P 500 Equal Weight Materials ETF position as of Q1 2025 after selling out during the quarter.
  • Park Square Financial Group sold 256 Invesco S&P 500 Equal Weight Materials ETF shares in Q1 2025, an estimated $8.34K.
  • Park Square Financial Group first reported a position in Invesco S&P 500 Equal Weight Materials ETF in Q4 2024 and held it in 1 quarter.
  • Park Square Financial Group's Invesco S&P 500 Equal Weight Materials ETF position peaked at $8.34K in Q4 2024.
  • 73 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Materials ETF as of Q1 2025.

Based on Park Square Financial Group's 13F filing for Q1 2025, filed 1 May 2025.