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

Schechter 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
2025 Q1	$208K	Hold	6,548	–	–	0.02%	548
2024 Q4	$213K	Hold	6,548	–	–	0.02%	561
2024 Q3	$245K	Hold	6,548	–	–	0.02%	541
2024 Q2	$226K	Hold	6,548	–	–	0.02%	535
2024 Q1	$238K	Sell	6,548 -5,912	-47%	-$198K	0.02%	542
2023 Q4	$419K	Hold	12,460	–	–	0.04%	389
2023 Q3	$387K	Hold	12,460	–	–	0.04%	394
2023 Q2	$404K	Sell	12,460 -1,500	-11%	-$47.3K	0.04%	423
2023 Q1	$454K	Buy	+13,960	New	+$465K	0.04%	434

Other funds holding RSPM

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

AAS

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

TLP

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

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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 $206M AUM 17.72% 1-Year Est. Return

Schechter Investment Advisors's RSPM Position: Q1 2025 in Review

Schechter Investment Advisors held its Invesco S&P 500 Equal Weight Materials ETF (RSPM) position steady in Q1 2025 at 6,548 shares worth $208K. The position accounts for 0.02% of the portfolio, ranked #548.

Schechter Investment Advisors first reported a position in RSPM in Q1 2023 and has held it in 9 quarters since. The position peaked at $454K in Q1 2023. 73 funds tracked by Wall St. Rank hold RSPM as of Q1 2025.

Schechter Investment Advisors held 6,548 shares of Invesco S&P 500 Equal Weight Materials ETF worth $208K as of Q1 2025.
Schechter Investment Advisors left its Invesco S&P 500 Equal Weight Materials ETF share count unchanged in Q1 2025.
Invesco S&P 500 Equal Weight Materials ETF made up 0.02% of Schechter Investment Advisors's portfolio in Q1 2025, its #548 holding.
Schechter Investment Advisors first reported a position in Invesco S&P 500 Equal Weight Materials ETF in Q1 2023 and has held it in 9 quarters since.
Schechter Investment Advisors's Invesco S&P 500 Equal Weight Materials ETF position peaked at $454K in Q1 2023.
73 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Materials ETF as of Q1 2025.

Based on Schechter Investment Advisors's 13F filing for Q1 2025, filed 1 May 2025.