SWP
RSPM icon

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 $14.7B AUM 47% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
OPPS
Obsidian Personal Planning Solutions Rockville, Maryland $288M AUM 10% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FF
Friedenthal Financial Marlton, New Jersey $217M AUM 21.15% 1-Year Est. Return
TLP
Trinity Legacy Partners Houston, Texas $462M AUM 15.55% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return