Tanglewood Legacy Advisors’s Invesco S&P 500 Equal Weight Materials ETF RSPM Stock Holding History

Tanglewood Legacy Advisors’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 Q2	–	Sell	-1,065	Closed	-$38.7K	–	294
2024 Q1	$38.7K	Hold	1,065	–	–	0.02%	176
2023 Q4	$35.8K	Hold	1,065	–	–	0.02%	175
2023 Q3	$33K	Hold	1,065	–	–	0.02%	183
2023 Q2	$34.6K	Hold	1,065	–	–	0.02%	187
2023 Q1	$34.7K	Hold	1,065	–	–	0.02%	173
2022 Q4	$33.8K	Buy	+1,065	New	+$33.8K	0.02%	154

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

OPPS

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

VWM

Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 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

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Tanglewood Legacy Advisors's RSPM Position: Q2 2024 in Review

Tanglewood Legacy Advisors sold out of Invesco S&P 500 Equal Weight Materials ETF (RSPM) in Q2 2024, closing a stake of 1,065 shares — an estimated $38.7K sold.

Tanglewood Legacy Advisors first reported a position in RSPM in Q4 2022 and held it in 6 quarters. The position peaked at $38.7K in Q1 2024. 84 funds tracked by Wall St. Rank hold RSPM as of Q2 2024.

Tanglewood Legacy Advisors reported no remaining Invesco S&P 500 Equal Weight Materials ETF position as of Q2 2024 after selling out during the quarter.
Tanglewood Legacy Advisors sold 1,065 Invesco S&P 500 Equal Weight Materials ETF shares in Q2 2024, an estimated $38.7K.
Tanglewood Legacy Advisors first reported a position in Invesco S&P 500 Equal Weight Materials ETF in Q4 2022 and held it in 6 quarters.
Tanglewood Legacy Advisors's Invesco S&P 500 Equal Weight Materials ETF position peaked at $38.7K in Q1 2024.
84 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Materials ETF as of Q2 2024.

Based on Tanglewood Legacy Advisors's 13F filing for Q2 2024, filed 17 Jul 2024.