Townsend Asset Management’s Invesco S&P 500 Equal Weight Materials ETF RSPM Stock Holding History

Townsend Asset Management’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
2022 Q1	–	Sell	-25	Closed	-$1K	–	214
2021 Q4	$1K	Hold	25	–	–	﹤0.01%	209
2021 Q3	$1K	Hold	25	–	–	﹤0.01%	202
2021 Q2	$1K	Hold	25	–	–	﹤0.01%	198
2021 Q1	$1K	Buy	+25	New	+$744	﹤0.01%	182

Other funds holding RSPM

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

FAM

Flaharty Asset Management Clearwater, Florida $69.9M AUM 13.96% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

CCFM

Clear Creek Financial Management Silverdale, Washington $1.3B AUM 20.31% 1-Year Est. Return

EWG Elevate Roseville, California $320M AUM 18.11% 1-Year Est. Return

DWP

Destiny Wealth Partners Tavares, Florida $914M AUM 18.14% 1-Year Est. Return

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

JMPWA

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

Townsend Asset Management's RSPM Position: Q1 2022 in Review

Townsend Asset Management sold out of Invesco S&P 500 Equal Weight Materials ETF (RSPM) in Q1 2022, closing a stake of 25 shares — an estimated $1K sold.

Townsend Asset Management first reported a position in RSPM in Q1 2021 and held it in 4 quarters. The position peaked at $1K in Q4 2021. 103 funds tracked by Wall St. Rank hold RSPM as of Q1 2022.

Townsend Asset Management reported no remaining Invesco S&P 500 Equal Weight Materials ETF position as of Q1 2022 after selling out during the quarter.
Townsend Asset Management sold 25 Invesco S&P 500 Equal Weight Materials ETF shares in Q1 2022, an estimated $1K.
Townsend Asset Management first reported a position in Invesco S&P 500 Equal Weight Materials ETF in Q1 2021 and held it in 4 quarters.
Townsend Asset Management's Invesco S&P 500 Equal Weight Materials ETF position peaked at $1K in Q4 2021.
103 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Materials ETF as of Q1 2022.

Based on Townsend Asset Management's 13F filing for Q1 2022, filed 28 Apr 2022.