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Southland Equity Partners’s Invesco S&P 500 Equal Weight Materials ETF RSPM Stock Holding History

Southland Equity Partners’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
Q1 		– Sell
-5,785
Closed -$208K – 187
2021
Q4 		$208K Buy
+5,785
New +$200K 0.09% 166

Other funds holding RSPM

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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FAM
Flaharty Asset Management Clearwater, Florida $69.9M AUM 13.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CCFM
Clear Creek Financial Management Silverdale, Washington $1.3B AUM 20.31% 1-Year Est. Return
EE
EWG Elevate Roseville, California $320M AUM 18.11% 1-Year Est. Return
DWP
Destiny Wealth Partners Tavares, Florida $914M AUM 18.14% 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

Southland Equity Partners's RSPM Position: Q1 2022 in Review

Southland Equity Partners sold out of Invesco S&P 500 Equal Weight Materials ETF (RSPM) in Q1 2022, closing a stake of 5,785 shares — an estimated $208K sold.

Southland Equity Partners first reported a position in RSPM in Q4 2021 and held it in 1 quarter. The position peaked at $208K in Q4 2021. 103 funds tracked by Wall St. Rank hold RSPM as of Q1 2022.

  • Southland Equity Partners reported no remaining Invesco S&P 500 Equal Weight Materials ETF position as of Q1 2022 after selling out during the quarter.
  • Southland Equity Partners sold 5,785 Invesco S&P 500 Equal Weight Materials ETF shares in Q1 2022, an estimated $208K.
  • Southland Equity Partners first reported a position in Invesco S&P 500 Equal Weight Materials ETF in Q4 2021 and held it in 1 quarter.
  • Southland Equity Partners's Invesco S&P 500 Equal Weight Materials ETF position peaked at $208K in Q4 2021.
  • 103 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Materials ETF as of Q1 2022.

Based on Southland Equity Partners's 13F filing for Q1 2022, filed 2 Jan 2024.