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PFG Advisors’s Invesco S&P 500 Equal Weight Materials ETF RSPM Stock Holding History

PFG Advisors’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
Q1 		– Sell
-10,133
Closed -$341K – 659
2023
Q4 		$341K Buy
10,133
+3,550
+54% +$111K 0.03% 453
2023
Q3 		$204K Sell
6,583
-4,612
-41% -$149K 0.02% 572
2023
Q2 		$363K Buy
+11,195
New +$353K 0.03% 464

Other funds holding RSPM

HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 $445B AUM 25.58% 1-Year Est. Return
MIM
Miller Investment Management West Conshohocken, Pennsylvania $1.09B AUM 18.31% 1-Year Est. Return
OPPS
Obsidian Personal Planning Solutions Rockville, Maryland $288M AUM 10% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
FF
Friedenthal Financial Marlton, New Jersey $217M AUM 21.15% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

PFG Advisors's RSPM Position: Q1 2024 in Review

PFG Advisors sold out of Invesco S&P 500 Equal Weight Materials ETF (RSPM) in Q1 2024, closing a stake of 10,133 shares — an estimated $341K sold.

PFG Advisors first reported a position in RSPM in Q2 2023 and held it in 3 quarters. The position peaked at $363K in Q2 2023. 90 funds tracked by Wall St. Rank hold RSPM as of Q1 2024.

  • PFG Advisors reported no remaining Invesco S&P 500 Equal Weight Materials ETF position as of Q1 2024 after selling out during the quarter.
  • PFG Advisors sold 10,133 Invesco S&P 500 Equal Weight Materials ETF shares in Q1 2024, an estimated $341K.
  • PFG Advisors first reported a position in Invesco S&P 500 Equal Weight Materials ETF in Q2 2023 and held it in 3 quarters.
  • PFG Advisors's Invesco S&P 500 Equal Weight Materials ETF position peaked at $363K in Q2 2023.
  • 90 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Materials ETF as of Q1 2024.

Based on PFG Advisors's 13F filing for Q1 2024, filed 7 May 2024.