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Sterling Investment Advisors (Pennsylvania)’s Invesco S&P 500 Equal Weight Materials ETF RSPM Stock Holding History

Sterling Investment Advisors (Pennsylvania)’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
-100
Closed -$3K – 414
2022
Q2 		$3K Buy
+100
New +$3.52K ﹤0.01% 486

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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
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
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Osaic Holdings
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

Sterling Investment Advisors (Pennsylvania)'s RSPM Position: Q3 2022 in Review

Sterling Investment Advisors (Pennsylvania) sold out of Invesco S&P 500 Equal Weight Materials ETF (RSPM) in Q3 2022, closing a stake of 100 shares — an estimated $3K sold.

Sterling Investment Advisors (Pennsylvania) first reported a position in RSPM in Q2 2022 and held it in 1 quarter. The position peaked at $3K in Q2 2022. 89 funds tracked by Wall St. Rank hold RSPM as of Q3 2022.

  • Sterling Investment Advisors (Pennsylvania) reported no remaining Invesco S&P 500 Equal Weight Materials ETF position as of Q3 2022 after selling out during the quarter.
  • Sterling Investment Advisors (Pennsylvania) sold 100 Invesco S&P 500 Equal Weight Materials ETF shares in Q3 2022, an estimated $3K.
  • Sterling Investment Advisors (Pennsylvania) first reported a position in Invesco S&P 500 Equal Weight Materials ETF in Q2 2022 and held it in 1 quarter.
  • Sterling Investment Advisors (Pennsylvania)'s Invesco S&P 500 Equal Weight Materials ETF position peaked at $3K in Q2 2022.
  • 89 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Materials ETF as of Q3 2022.

Based on Sterling Investment Advisors (Pennsylvania)'s 13F filing for Q3 2022, filed 3 Nov 2022.