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Psagot Value Holdings’s Invesco S&P 500 Equal Weight Materials ETF RSPM Stock Holding History

Psagot Value Holdings’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
2023
Q1 		– Sell
-685
Closed -$22K – 588
2022
Q4 		$22K Hold
685
– – 0.01% 300
2022
Q3 		$20K Buy
+685
New +$21.9K 0.01% 286

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
OAM
Oppenheimer Asset Management New York $8.76B AUM 23.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Psagot Value Holdings's RSPM Position: Q1 2023 in Review

Psagot Value Holdings sold out of Invesco S&P 500 Equal Weight Materials ETF (RSPM) in Q1 2023, closing a stake of 685 shares — an estimated $22K sold.

Psagot Value Holdings first reported a position in RSPM in Q3 2022 and held it in 2 quarters. The position peaked at $22K in Q4 2022. 98 funds tracked by Wall St. Rank hold RSPM as of Q1 2023.

  • Psagot Value Holdings reported no remaining Invesco S&P 500 Equal Weight Materials ETF position as of Q1 2023 after selling out during the quarter.
  • Psagot Value Holdings sold 685 Invesco S&P 500 Equal Weight Materials ETF shares in Q1 2023, an estimated $22K.
  • Psagot Value Holdings first reported a position in Invesco S&P 500 Equal Weight Materials ETF in Q3 2022 and held it in 2 quarters.
  • Psagot Value Holdings's Invesco S&P 500 Equal Weight Materials ETF position peaked at $22K in Q4 2022.
  • 98 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Materials ETF as of Q1 2023.

Based on Psagot Value Holdings's 13F filing for Q1 2023, filed 20 Jun 2023.