Strategic Blueprint’s Invesco S&P 500 Equal Weight Materials ETF RSPM Stock Holding History

Strategic Blueprint’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
2024 Q4	–	Sell	-6,851	Closed	-$256K	–	701
2024 Q3	$256K	Sell	6,851 -455	-6%	-$16.1K	0.02%	556
2024 Q2	$252K	Sell	7,306 -210	-3%	-$7.45K	0.02%	535
2024 Q1	$273K	Buy	7,516 +116	+2%	+$3.89K	0.02%	514
2023 Q4	$249K	Buy	7,400 +395	+6%	+$12.3K	0.02%	502
2023 Q3	$217K	Sell	7,005 -50	-0.7%	-$1.62K	0.02%	497
2023 Q2	$229K	Buy	7,055 +475	+7%	+$15K	0.02%	493
2023 Q1	$214K	Buy	+6,580	New	+$219K	0.02%	484

Other funds holding RSPM

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

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

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

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

OPPS

Obsidian Personal Planning Solutions Rockville, Maryland $288M AUM 10% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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

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

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

Strategic Blueprint's RSPM Position: Q4 2024 in Review

Strategic Blueprint sold out of Invesco S&P 500 Equal Weight Materials ETF (RSPM) in Q4 2024, closing a stake of 6,851 shares — an estimated $256K sold.

Strategic Blueprint first reported a position in RSPM in Q1 2023 and held it in 7 quarters. The position peaked at $273K in Q1 2024. 78 funds tracked by Wall St. Rank hold RSPM as of Q4 2024.

Strategic Blueprint reported no remaining Invesco S&P 500 Equal Weight Materials ETF position as of Q4 2024 after selling out during the quarter.
Strategic Blueprint sold 6,851 Invesco S&P 500 Equal Weight Materials ETF shares in Q4 2024, an estimated $256K.
Strategic Blueprint first reported a position in Invesco S&P 500 Equal Weight Materials ETF in Q1 2023 and held it in 7 quarters.
Strategic Blueprint's Invesco S&P 500 Equal Weight Materials ETF position peaked at $273K in Q1 2024.
78 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Materials ETF as of Q4 2024.

Based on Strategic Blueprint's 13F filing for Q4 2024, filed 23 Jan 2025.