Planning Strategies’s Invesco S&P 500 Equal Weight Materials ETF RSPM Stock Holding History

Planning Strategies’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 Q2	$233K	Buy	+6,024	New	+$236K	0.15%	61

Other funds holding RSPM

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

MWM

Maltin Wealth Management Ridgewood, New Jersey $299M AUM 22.87% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

NAM

NTV Asset Management Charleston, West Virginia $1.02B AUM 31.16% 1-Year Est. Return

CMP

Courage Miller Partners Norfolk, Virginia $379M AUM 16.36% 1-Year Est. Return

PSF

Pacific Sun Financial Los Angeles, California $242M AUM 27.28% 1-Year Est. Return

Planning Strategies's RSPM Position: Q2 2026 in Review

Planning Strategies opened a new position in Invesco S&P 500 Equal Weight Materials ETF (RSPM) in Q2 2026: 6,024 shares worth $233K. The stake represents 0.15% of the portfolio and ranks #61 among its holdings.

74 funds tracked by Wall St. Rank hold RSPM as of Q2 2026.

Planning Strategies held 6,024 shares of Invesco S&P 500 Equal Weight Materials ETF worth $233K as of Q2 2026.
Invesco S&P 500 Equal Weight Materials ETF was a new Planning Strategies position in Q2 2026.
Invesco S&P 500 Equal Weight Materials ETF made up 0.15% of Planning Strategies's portfolio in Q2 2026, its #61 holding.
74 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Materials ETF as of Q2 2026.

Based on Planning Strategies's 13F filing for Q2 2026, filed 27 Jul 2026.