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

Pinion Investment 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
2022 Q2	–	Sell	-13,945	Closed	-$515K	–	171
2022 Q1	$515K	Buy	13,945 +1,175	+9%	+$41.4K	0.36%	85
2021 Q4	$460K	Buy	12,770 +3,415	+37%	+$118K	0.31%	97
2021 Q3	$299K	Buy	9,355 +165	+2%	+$5.46K	0.24%	125
2021 Q2	$302K	Buy	+9,190	New	+$308K	0.24%	123

Other funds holding RSPM

HIIFS

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

Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return

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

FAM

Flaharty Asset Management Clearwater, Florida $69.9M AUM 13.96% 1-Year Est. Return

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

DWP

Destiny Wealth Partners Tavares, Florida $914M AUM 18.14% 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

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Pinion Investment Advisors's RSPM Position: Q2 2022 in Review

Pinion Investment Advisors sold out of Invesco S&P 500 Equal Weight Materials ETF (RSPM) in Q2 2022, closing a stake of 13,945 shares — an estimated $515K sold.

Pinion Investment Advisors first reported a position in RSPM in Q2 2021 and held it in 4 quarters. The position peaked at $515K in Q1 2022. 112 funds tracked by Wall St. Rank hold RSPM as of Q2 2022.

Pinion Investment Advisors reported no remaining Invesco S&P 500 Equal Weight Materials ETF position as of Q2 2022 after selling out during the quarter.
Pinion Investment Advisors sold 13,945 Invesco S&P 500 Equal Weight Materials ETF shares in Q2 2022, an estimated $515K.
Pinion Investment Advisors first reported a position in Invesco S&P 500 Equal Weight Materials ETF in Q2 2021 and held it in 4 quarters.
Pinion Investment Advisors's Invesco S&P 500 Equal Weight Materials ETF position peaked at $515K in Q1 2022.
112 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Materials ETF as of Q2 2022.

Based on Pinion Investment Advisors's 13F filing for Q2 2022, filed 15 Aug 2022.