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

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

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

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

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

Trinity Legacy Partners Houston, Texas $462M AUM 15.55% 1-Year Est. Return

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

Raymond James Financial

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

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

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