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Ted Buchan & Co’s Invesco S&P 500 Equal Weight Materials ETF RSPM Stock Holding History

Ted Buchan & Co’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
2023
Q3 		– Sell
-8,710
Closed -$283K – 80
2023
Q2 		$283K Sell
8,710
-835
-9% -$26.4K 0.22% 61
2023
Q1 		$311K Sell
9,545
-11,145
-54% -$371K 0.26% 60
2022
Q4 		$657K Buy
+20,690
New +$656K 0.61% 42

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
OAM
Oppenheimer Asset Management New York $8.76B AUM 23.12% 1-Year Est. Return
MIM
Miller Investment Management West Conshohocken, Pennsylvania $1.01B AUM 13.96% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
OPPS
Obsidian Personal Planning Solutions Rockville, Maryland $288M AUM 10% 1-Year Est. Return
FF
Friedenthal Financial Marlton, New Jersey $217M AUM 21.15% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Ted Buchan & Co's RSPM Position: Q3 2023 in Review

Ted Buchan & Co sold out of Invesco S&P 500 Equal Weight Materials ETF (RSPM) in Q3 2023, closing a stake of 8,710 shares — an estimated $283K sold.

Ted Buchan & Co first reported a position in RSPM in Q4 2022 and held it in 3 quarters. The position peaked at $657K in Q4 2022. 85 funds tracked by Wall St. Rank hold RSPM as of Q3 2023.

  • Ted Buchan & Co reported no remaining Invesco S&P 500 Equal Weight Materials ETF position as of Q3 2023 after selling out during the quarter.
  • Ted Buchan & Co sold 8,710 Invesco S&P 500 Equal Weight Materials ETF shares in Q3 2023, an estimated $283K.
  • Ted Buchan & Co first reported a position in Invesco S&P 500 Equal Weight Materials ETF in Q4 2022 and held it in 3 quarters.
  • Ted Buchan & Co's Invesco S&P 500 Equal Weight Materials ETF position peaked at $657K in Q4 2022.
  • 85 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Materials ETF as of Q3 2023.

Based on Ted Buchan & Co's 13F filing for Q3 2023, filed 6 Sep 2024.