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Summit Financial’s Invesco S&P 500 Equal Weight Materials ETF RSPM Stock Holding History

Summit Financial’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
Q1 		$297K Buy
7,687
+9
+0.1% +$344 ﹤0.01% 1196
2025
Q4 		$262K Sell
7,678
-321
-4% -$10.5K ﹤0.01% 1133
2025
Q3 		$262K Buy
+7,999
New +$266K ﹤0.01% 1110

Other funds holding RSPM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
FF
Friedenthal Financial Marlton, New Jersey $217M AUM 21.15% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
NAM
NTV Asset Management Charleston, West Virginia $910M AUM 27.02% 1-Year Est. Return
MWM
Maltin Wealth Management Ridgewood, New Jersey $262M AUM 19.65% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CMP
Courage Miller Partners Norfolk, Virginia $354M AUM 13.72% 1-Year Est. Return

Summit Financial's RSPM Position: Q1 2026 in Review

Summit Financial increased its Invesco S&P 500 Equal Weight Materials ETF (RSPM) stake by 0.12% in Q1 2026, buying an estimated $344 and bringing the position to 7,687 shares worth $297K. The position accounts for ﹤0.01% of the portfolio, ranked #1196.

Summit Financial first reported a position in RSPM in Q3 2025 and has held it in 3 quarters since. 70 funds tracked by Wall St. Rank hold RSPM as of Q1 2026.

  • Summit Financial held 7,687 shares of Invesco S&P 500 Equal Weight Materials ETF worth $297K as of Q1 2026.
  • Summit Financial bought 9 Invesco S&P 500 Equal Weight Materials ETF shares in Q1 2026, an estimated $344.
  • Invesco S&P 500 Equal Weight Materials ETF made up ﹤0.01% of Summit Financial's portfolio in Q1 2026, its #1196 holding.
  • Summit Financial first reported a position in Invesco S&P 500 Equal Weight Materials ETF in Q3 2025 and has held it in 3 quarters since.
  • 70 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Materials ETF as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.