PWM
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Perigon Wealth Management’s Invesco S&P 500 Equal Weight Materials ETF RSPM Stock Holding History

Perigon Wealth 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
2024
Q4 		– Sell
-5,569
Closed -$208K – 1089
2024
Q3 		$208K Buy
+5,569
New +$197K 0.01% 927
2024
Q2 		– Sell
-5,669
Closed -$206K – 910
2024
Q1 		$206K Buy
+5,669
New +$190K 0.01% 806
2018
Q1 		– Sell
-120
Closed -$3K – 678
2017
Q4 		$3K Buy
+120
New +$2.59K ﹤0.01% 560
2017
Q3 		– Sell
-115
Closed -$2K – 701
2017
Q2 		$2K Buy
+115
New +$2.22K ﹤0.01% 564

Other funds holding RSPM

HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return