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

PSI 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
2025 Q1	–	Sell	-185	Closed	-$6.03K	–	909
2024 Q4	$6.03K	Hold	185	–	–	﹤0.01%	601
2024 Q3	$6.91K	Hold	185	–	–	﹤0.01%	601
2024 Q2	$6.38K	Hold	185	–	–	﹤0.01%	591
2024 Q1	$6.72K	Hold	185	–	–	﹤0.01%	545
2023 Q4	$6.22K	Hold	185	–	–	﹤0.01%	589
2023 Q3	$5.74K	Hold	185	–	–	﹤0.01%	575
2023 Q2	$6K	Hold	185	–	–	﹤0.01%	565
2023 Q1	$6.02K	Hold	185	–	–	﹤0.01%	506
2022 Q4	$5.87K	Buy	+185	New	+$5.87K	﹤0.01%	495

Other funds holding RSPM

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

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

TLP

Trinity Legacy Partners Houston, Texas $500M AUM 23.58% 1-Year Est. Return

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

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

MWM

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

OPPS

Obsidian Personal Planning Solutions Rockville, Maryland $288M AUM 10% 1-Year Est. Return

PSF

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

PSI Advisors's RSPM Position: Q1 2025 in Review

PSI Advisors sold out of Invesco S&P 500 Equal Weight Materials ETF (RSPM) in Q1 2025, closing a stake of 185 shares — an estimated $6.03K sold.

PSI Advisors first reported a position in RSPM in Q4 2022 and held it in 9 quarters. The position peaked at $6.91K in Q3 2024. 73 funds tracked by Wall St. Rank hold RSPM as of Q1 2025.

PSI Advisors reported no remaining Invesco S&P 500 Equal Weight Materials ETF position as of Q1 2025 after selling out during the quarter.
PSI Advisors sold 185 Invesco S&P 500 Equal Weight Materials ETF shares in Q1 2025, an estimated $6.03K.
PSI Advisors first reported a position in Invesco S&P 500 Equal Weight Materials ETF in Q4 2022 and held it in 9 quarters.
PSI Advisors's Invesco S&P 500 Equal Weight Materials ETF position peaked at $6.91K in Q3 2024.
73 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Materials ETF as of Q1 2025.

Based on PSI Advisors's 13F filing for Q1 2025, filed 21 Apr 2025.