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 Q2	$298K	Buy	7,718 +31	+0.4%	+$1.22K	﹤0.01%	1330
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 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 $299M AUM 22.87% 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

Summit Financial's RSPM Position: Q2 2026 in Review

Summit Financial increased its Invesco S&P 500 Equal Weight Materials ETF (RSPM) stake by 0.4% in Q2 2026, buying an estimated $1.22K and bringing the position to 7,718 shares worth $298K. The position accounts for ﹤0.01% of the portfolio, ranked #1330.

Summit Financial first reported a position in RSPM in Q3 2025 and has held it in 4 quarters since. 75 funds tracked by Wall St. Rank hold RSPM as of Q2 2026.

Summit Financial held 7,718 shares of Invesco S&P 500 Equal Weight Materials ETF worth $298K as of Q2 2026.
Summit Financial bought 31 Invesco S&P 500 Equal Weight Materials ETF shares in Q2 2026, an estimated $1.22K.
Invesco S&P 500 Equal Weight Materials ETF made up ﹤0.01% of Summit Financial's portfolio in Q2 2026, its #1330 holding.
Summit Financial first reported a position in Invesco S&P 500 Equal Weight Materials ETF in Q3 2025 and has held it in 4 quarters since.
75 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Materials ETF as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.