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

Stratos Wealth 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
2024 Q4	–	Sell	-36,192	Closed	-$1.35M	–	1528
2024 Q3	$1.35M	Buy	36,192 +409	+1%	+$14.5K	0.02%	572
2024 Q2	$1.23M	Sell	35,783 -13,071	-27%	-$463K	0.02%	579
2024 Q1	$1.77M	Buy	48,854 +4,573	+10%	+$153K	0.03%	470
2023 Q4	$1.49M	Buy	+44,281	New	+$1.38M	0.03%	490
2018 Q4	–	Sell	-270	Closed	-$6K	–	2159
2018 Q3	$6K	Buy	+270	New	+$5.9K	﹤0.01%	2399
2018 Q1	–	Sell	-270	Closed	-$6K	–	3208
2017 Q4	$6K	Buy	+270	New	+$5.83K	﹤0.01%	2342

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

Stratos Wealth Partners's RSPM Position: Q4 2024 in Review

Stratos Wealth Partners sold out of Invesco S&P 500 Equal Weight Materials ETF (RSPM) in Q4 2024, closing a stake of 36,192 shares — an estimated $1.35M sold.

Stratos Wealth Partners first reported a position in RSPM in Q4 2017 and held it in 6 quarters. The position peaked at $1.77M in Q1 2024. 78 funds tracked by Wall St. Rank hold RSPM as of Q4 2024.

Stratos Wealth Partners reported no remaining Invesco S&P 500 Equal Weight Materials ETF position as of Q4 2024 after selling out during the quarter.
Stratos Wealth Partners sold 36,192 Invesco S&P 500 Equal Weight Materials ETF shares in Q4 2024, an estimated $1.35M.
Stratos Wealth Partners first reported a position in Invesco S&P 500 Equal Weight Materials ETF in Q4 2017 and held it in 6 quarters.
Stratos Wealth Partners's Invesco S&P 500 Equal Weight Materials ETF position peaked at $1.77M 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 Stratos Wealth Partners's 13F filing for Q4 2024, filed 27 Jan 2025.