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

Peak Financial Management’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
2026 Q1	$954K	Sell	24,680 -469	-2%	-$17.9K	0.24%	42
2025 Q4	$857K	Sell	25,149 -2,242	-8%	-$73.6K	0.22%	44
2025 Q3	$897K	Sell	27,391 -808	-3%	-$26.9K	0.24%	43
2025 Q2	$914K	Sell	28,199 -1,059	-4%	-$33.1K	0.26%	44
2025 Q1	$929K	Sell	29,258 -1,959	-6%	-$64.7K	0.28%	42
2024 Q4	$1.02M	Sell	31,217 -4,203	-12%	-$151K	0.3%	41
2024 Q3	$1.32M	Sell	35,420 -1,438	-4%	-$50.8K	0.39%	39
2024 Q2	$1.27M	Sell	36,858 -1,187	-3%	-$42.1K	0.4%	37
2024 Q1	$1.38M	Sell	38,045 -1,140	-3%	-$38.2K	0.44%	35
2023 Q4	$1.32M	Sell	39,185 -3,038	-7%	-$94.9K	0.44%	35
2023 Q3	$1.31M	Buy	42,223 +123	+0.3%	+$3.98K	0.48%	34
2023 Q2	$1.37M	Sell	42,100 -1,300	-3%	-$41K	0.49%	37
2023 Q1	$1.41M	Sell	43,400 -1,735	-4%	-$57.7K	0.53%	33
2022 Q4	$1.43M	Buy	45,135 +2,270	+5%	+$72K	0.56%	31
2022 Q3	$1.22M	Buy	42,865 +160	+0.4%	+$5.12K	0.51%	32
2022 Q2	$1.32M	Sell	42,705 -335	-0.8%	-$11.8K	0.51%	30
2022 Q1	$1.59M	Sell	43,040 -165	-0.4%	-$5.82K	0.53%	32
2021 Q4	$1.56M	Buy	43,205 +10	+0%	+$345	0.5%	32
2021 Q3	$1.38M	Sell	43,195 -215	-0.5%	-$7.12K	0.47%	30
2021 Q2	$1.43M	Buy	43,410 +385	+0.9%	+$12.9K	0.49%	31
2021 Q1	$1.34M	Buy	43,025 +2,160	+5%	+$64.3K	0.49%	32
2020 Q4	$1.14M	Sell	40,865 -415	-1%	-$10.8K	0.43%	35
2020 Q3	$965K	Sell	41,280 -1,085	-3%	-$24.3K	0.42%	34
2020 Q2	$864K	Sell	42,365 -6,515	-13%	-$124K	0.41%	34
2020 Q1	$802K	Sell	48,880 -6,205	-11%	-$127K	0.41%	33
2019 Q4	$1.28M	Buy	55,085 +1,195	+2%	+$26.5K	0.55%	32
2019 Q3	$1.17M	Sell	53,890 -180	-0.3%	-$3.89K	0.52%	31
2019 Q2	$1.19M	Sell	54,070 -15,880	-23%	-$336K	0.53%	31
2019 Q1	$1.48M	Sell	69,950 -12,280	-15%	-$252K	0.68%	31
2018 Q4	$1.55M	Buy	+82,230	New	+$1.66M	0.76%	31

Other funds holding RSPM

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Friedenthal Financial Marlton, New Jersey $217M AUM 21.15% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

NAM

NTV Asset Management Charleston, West Virginia $910M AUM 27.02% 1-Year Est. Return

MWM

Maltin Wealth Management Ridgewood, New Jersey $262M AUM 19.65% 1-Year Est. Return

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

CMP

Courage Miller Partners Norfolk, Virginia $354M AUM 13.72% 1-Year Est. Return

Peak Financial Management's RSPM Position: Q1 2026 in Review

Peak Financial Management reduced its Invesco S&P 500 Equal Weight Materials ETF (RSPM) stake by 1.9% in Q1 2026, selling an estimated $17.9K and leaving 24,680 shares worth $954K. The position accounts for 0.24% of the portfolio, ranked #42.

Peak Financial Management first reported a position in RSPM in Q4 2018 and has held it in 30 quarters since. The position peaked at $1.59M in Q1 2022. 70 funds tracked by Wall St. Rank hold RSPM as of Q1 2026.

Peak Financial Management held 24,680 shares of Invesco S&P 500 Equal Weight Materials ETF worth $954K as of Q1 2026.
Peak Financial Management sold 469 Invesco S&P 500 Equal Weight Materials ETF shares in Q1 2026, an estimated $17.9K.
Invesco S&P 500 Equal Weight Materials ETF made up 0.24% of Peak Financial Management's portfolio in Q1 2026, its #42 holding.
Peak Financial Management first reported a position in Invesco S&P 500 Equal Weight Materials ETF in Q4 2018 and has held it in 30 quarters since.
Peak Financial Management's Invesco S&P 500 Equal Weight Materials ETF position peaked at $1.59M in Q1 2022.
70 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Materials ETF as of Q1 2026.

Based on Peak Financial Management's 13F filing for Q1 2026, filed 28 Apr 2026.