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

Pathway Financial Advisers’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
2023 Q1	–	Sell	-100	Closed	-$3.12K	–	553
2022 Q4	$3.12K	Buy	+100	New	+$3.17K	﹤0.01%	512

Other funds holding RSPM

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

JMPWA

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

OAM

Oppenheimer Asset Management New York $8.76B AUM 23.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Pathway Financial Advisers's RSPM Position: Q1 2023 in Review

Pathway Financial Advisers sold out of Invesco S&P 500 Equal Weight Materials ETF (RSPM) in Q1 2023, closing a stake of 100 shares — an estimated $3.12K sold.

Pathway Financial Advisers first reported a position in RSPM in Q4 2022 and held it in 1 quarter. The position peaked at $3.12K in Q4 2022. 98 funds tracked by Wall St. Rank hold RSPM as of Q1 2023.

Pathway Financial Advisers reported no remaining Invesco S&P 500 Equal Weight Materials ETF position as of Q1 2023 after selling out during the quarter.
Pathway Financial Advisers sold 100 Invesco S&P 500 Equal Weight Materials ETF shares in Q1 2023, an estimated $3.12K.
Pathway Financial Advisers first reported a position in Invesco S&P 500 Equal Weight Materials ETF in Q4 2022 and held it in 1 quarter.
Pathway Financial Advisers's Invesco S&P 500 Equal Weight Materials ETF position peaked at $3.12K in Q4 2022.
98 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Materials ETF as of Q1 2023.

Based on Pathway Financial Advisers's 13F filing for Q1 2023, filed 19 Jul 2024.