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

Regal Investment 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
2022 Q3	–	Sell	-11,195	Closed	-$347K	–	525
2022 Q2	$347K	Buy	+11,195	New	+$395K	0.04%	345
2021 Q1	–	Sell	-18,240	Closed	-$509K	–	340
2020 Q4	$509K	Buy	+18,240	New	+$474K	0.06%	282

Other funds holding RSPM

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

FAM

Flaharty Asset Management Clearwater, Florida $69.9M AUM 13.96% 1-Year Est. Return

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

OAM

Oppenheimer Asset Management New York $8.76B AUM 23.12% 1-Year Est. Return

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

Regal Investment Advisors's RSPM Position: Q3 2022 in Review

Regal Investment Advisors sold out of Invesco S&P 500 Equal Weight Materials ETF (RSPM) in Q3 2022, closing a stake of 11,195 shares — an estimated $347K sold.

Regal Investment Advisors first reported a position in RSPM in Q4 2020 and held it in 2 quarters. The position peaked at $509K in Q4 2020. 89 funds tracked by Wall St. Rank hold RSPM as of Q3 2022.

Regal Investment Advisors reported no remaining Invesco S&P 500 Equal Weight Materials ETF position as of Q3 2022 after selling out during the quarter.
Regal Investment Advisors sold 11,195 Invesco S&P 500 Equal Weight Materials ETF shares in Q3 2022, an estimated $347K.
Regal Investment Advisors first reported a position in Invesco S&P 500 Equal Weight Materials ETF in Q4 2020 and held it in 2 quarters.
Regal Investment Advisors's Invesco S&P 500 Equal Weight Materials ETF position peaked at $509K in Q4 2020.
89 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Materials ETF as of Q3 2022.

Based on Regal Investment Advisors's 13F filing for Q3 2022, filed 15 Nov 2022.