Steward Partners Investment Advisory’s Invesco S&P 500 Equal Weight Materials ETF RSPM Stock Holding History

Steward Partners Investment Advisory’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
2026 Q2	$37.7K	Hold	975	–	–	﹤0.01%	3108
2026 Q1	$37.7K	Hold	975	–	–	﹤0.01%	2926
2025 Q4	$33.2K	Hold	975	–	–	﹤0.01%	2896
2025 Q3	$31.9K	Hold	975	–	–	﹤0.01%	2846
2025 Q2	$31.6K	Hold	975	–	–	﹤0.01%	2708
2025 Q1	$30.9K	Hold	975	–	–	﹤0.01%	2612
2024 Q4	$31.8K	Hold	975	–	–	﹤0.01%	2563
2024 Q3	$36.4K	Hold	975	–	–	﹤0.01%	2397
2024 Q2	$33.6K	Hold	975	–	–	﹤0.01%	2291
2024 Q1	$35.4K	Hold	975	–	–	﹤0.01%	2272
2023 Q4	$32.8K	Hold	975	–	–	﹤0.01%	2150
2023 Q3	$30.2K	Hold	975	–	–	﹤0.01%	2128
2023 Q2	$31.6K	Hold	975	–	–	﹤0.01%	2072
2023 Q1	$31.7K	Sell	975 -15	-2%	-$499	﹤0.01%	2053
2022 Q4	$31.4K	Buy	990 +15	+2%	+$476	﹤0.01%	2024
2022 Q3	$28K	Hold	975	–	–	﹤0.01%	2067
2022 Q2	$30K	Hold	975	–	–	﹤0.01%	2039
2022 Q1	$36K	Hold	975	–	–	﹤0.01%	2087
2021 Q4	$35K	Hold	975	–	–	﹤0.01%	2071
2021 Q3	$31K	Hold	975	–	–	﹤0.01%	2118
2021 Q2	$32K	Buy	975 +420	+76%	+$14.1K	﹤0.01%	4072
2021 Q1	$17.3K	Buy	+555	New	+$16.5K	﹤0.01%	2545
2019 Q3	–	Sell	-8,370	Closed	-$183K	–	2744
2019 Q2	$183K	Buy	+8,370	New	+$177K	0.01%	844
2018 Q4	–	Sell	-12,110	Closed	-$263K	–	1872
2018 Q3	$263K	Buy	12,110 +285	+2%	+$6.23K	0.01%	658
2018 Q2	$256K	Buy	+11,825	New	+$258K	0.02%	601

Other funds holding RSPM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

MWM

Maltin Wealth Management Ridgewood, New Jersey $308M AUM 16.5% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

NAM

NTV Asset Management Charleston, West Virginia $1.02B AUM 31.16% 1-Year Est. Return

CMP

Courage Miller Partners Norfolk, Virginia $379M AUM 16.36% 1-Year Est. Return

Steward Partners Investment Advisory's RSPM Position: Q2 2026 in Review

Steward Partners Investment Advisory held its Invesco S&P 500 Equal Weight Materials ETF (RSPM) position steady in Q2 2026 at 975 shares worth $37.7K. The position accounts for ﹤0.01% of the portfolio, ranked #3108.

Steward Partners Investment Advisory first reported a position in RSPM in Q2 2018 and has held it in 25 quarters since. The position peaked at $263K in Q3 2018. 74 funds tracked by Wall St. Rank hold RSPM as of Q2 2026.

Steward Partners Investment Advisory held 975 shares of Invesco S&P 500 Equal Weight Materials ETF worth $37.7K as of Q2 2026.
Steward Partners Investment Advisory left its Invesco S&P 500 Equal Weight Materials ETF share count unchanged in Q2 2026.
Invesco S&P 500 Equal Weight Materials ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #3108 holding.
Steward Partners Investment Advisory first reported a position in Invesco S&P 500 Equal Weight Materials ETF in Q2 2018 and has held it in 25 quarters since.
Steward Partners Investment Advisory's Invesco S&P 500 Equal Weight Materials ETF position peaked at $263K in Q3 2018.
74 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Materials ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.