Principal Securities’s Invesco S&P 500 Equal Weight Materials ETF RSPM Stock Holding History

Principal Securities’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
2025 Q4	–	Sell	-1,538	Closed	-$50.4K	–	3088
2025 Q3	$50.4K	Sell	1,538 -14,088	-90%	-$469K	﹤0.01%	1941
2025 Q2	$506K	Buy	15,626 +1,028	+7%	+$32.1K	0.01%	851
2025 Q1	$475K	Hold	14,598	–	–	0.01%	796
2024 Q4	$475K	Buy	14,598 +81	+0.6%	+$2.9K	0.01%	793
2024 Q3	$542K	Sell	14,517 -2,740	-16%	-$96.8K	0.01%	732
2024 Q2	$595K	Sell	17,257 -150	-0.9%	-$5.32K	0.02%	639
2024 Q1	$632K	Sell	17,407 -6,477	-27%	-$217K	0.02%	577
2023 Q4	$803K	Buy	+23,884	New	+$746K	0.03%	473

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

LJAC

L.J. Altfest & Co New York $935M AUM 27.19% 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

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

MWM

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

PSF

Pacific Sun Financial Los Angeles, California $206M AUM 17.72% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Principal Securities's RSPM Position: Q4 2025 in Review

Principal Securities sold out of Invesco S&P 500 Equal Weight Materials ETF (RSPM) in Q4 2025, closing a stake of 1,538 shares — an estimated $50.4K sold.

Principal Securities first reported a position in RSPM in Q4 2023 and held it in 8 quarters. The position peaked at $803K in Q4 2023. 70 funds tracked by Wall St. Rank hold RSPM as of Q4 2025.

Principal Securities reported no remaining Invesco S&P 500 Equal Weight Materials ETF position as of Q4 2025 after selling out during the quarter.
Principal Securities sold 1,538 Invesco S&P 500 Equal Weight Materials ETF shares in Q4 2025, an estimated $50.4K.
Principal Securities first reported a position in Invesco S&P 500 Equal Weight Materials ETF in Q4 2023 and held it in 8 quarters.
Principal Securities's Invesco S&P 500 Equal Weight Materials ETF position peaked at $803K in Q4 2023.
70 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Materials ETF as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.