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

Trinity Legacy Partners’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
2025
Q3 		– Sell
-106,201
Closed -$3.54M – 99
2025
Q2 		$3.54M Buy
106,201
+475
+0.4% +$14.8K 0.86% 53
2025
Q1 		$3.38M Buy
105,726
+11,160
+12% +$368K 0.86% 52
2024
Q4 		$3.08M Buy
+94,566
New +$3.39M 0.79% 53

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MWM
Maltin Wealth Management Ridgewood, New Jersey $262M AUM 19.65% 1-Year Est. Return
OPPS
Obsidian Personal Planning Solutions Rockville, Maryland $288M AUM 10% 1-Year Est. Return
PSF
Pacific Sun Financial Los Angeles, California $206M AUM 17.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Trinity Legacy Partners's RSPM Position: Q3 2025 in Review

Trinity Legacy Partners sold out of Invesco S&P 500 Equal Weight Materials ETF (RSPM) in Q3 2025, closing a stake of 106,201 shares — an estimated $3.54M sold.

Trinity Legacy Partners first reported a position in RSPM in Q4 2024 and held it in 3 quarters. The position peaked at $3.54M in Q2 2025. 70 funds tracked by Wall St. Rank hold RSPM as of Q3 2025.

  • Trinity Legacy Partners reported no remaining Invesco S&P 500 Equal Weight Materials ETF position as of Q3 2025 after selling out during the quarter.
  • Trinity Legacy Partners sold 106,201 Invesco S&P 500 Equal Weight Materials ETF shares in Q3 2025, an estimated $3.54M.
  • Trinity Legacy Partners first reported a position in Invesco S&P 500 Equal Weight Materials ETF in Q4 2024 and held it in 3 quarters.
  • Trinity Legacy Partners's Invesco S&P 500 Equal Weight Materials ETF position peaked at $3.54M in Q2 2025.
  • 70 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Materials ETF as of Q3 2025.

Based on Trinity Legacy Partners's 13F filing for Q3 2025, filed 4 Nov 2025.