VWM
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Valley Wealth Managers’s Invesco S&P 500 Equal Weight Materials ETF RSPM Stock Holding History

Valley Wealth Managers’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
-190
Closed -$6.16K – 325
2025
Q2 		$6.16K Buy
+190
New +$5.93K ﹤0.01% 258
2024
Q4 		– Sell
-86
Closed -$3.21K – 414
2024
Q3 		$3.21K Sell
86
-122,102
-100% -$4.31M ﹤0.01% 335
2024
Q2 		$4.21M Buy
+122,188
New +$4.33M 0.34% 64

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 $299M AUM 22.87% 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

Valley Wealth Managers's RSPM Position: Q3 2025 in Review

Valley Wealth Managers sold out of Invesco S&P 500 Equal Weight Materials ETF (RSPM) in Q3 2025, closing a stake of 190 shares — an estimated $6.16K sold.

Valley Wealth Managers first reported a position in RSPM in Q2 2024 and held it in 3 quarters. The position peaked at $4.21M in Q2 2024. 70 funds tracked by Wall St. Rank hold RSPM as of Q3 2025.

  • Valley Wealth Managers reported no remaining Invesco S&P 500 Equal Weight Materials ETF position as of Q3 2025 after selling out during the quarter.
  • Valley Wealth Managers sold 190 Invesco S&P 500 Equal Weight Materials ETF shares in Q3 2025, an estimated $6.16K.
  • Valley Wealth Managers first reported a position in Invesco S&P 500 Equal Weight Materials ETF in Q2 2024 and held it in 3 quarters.
  • Valley Wealth Managers's Invesco S&P 500 Equal Weight Materials ETF position peaked at $4.21M in Q2 2024.
  • 70 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Materials ETF as of Q3 2025.

Based on Valley Wealth Managers's 13F filing for Q3 2025, filed 3 Nov 2025.