VitalStone Financial’s Invesco S&P 500 Equal Weight Materials ETF RSPM Stock Holding History

VitalStone Financial’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	-325	Closed	-$10K	–	600
2023 Q2	$10K	Buy	+325	New	+$10.3K	0.01%	647

Other funds holding RSPM

HIIFS

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

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

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

Friedenthal Financial Marlton, New Jersey $217M AUM 21.15% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

VitalStone Financial's RSPM Position: Q3 2023 in Review

VitalStone Financial sold out of Invesco S&P 500 Equal Weight Materials ETF (RSPM) in Q3 2023, closing a stake of 325 shares — an estimated $10K sold.

VitalStone Financial first reported a position in RSPM in Q2 2023 and held it in 1 quarter. The position peaked at $10K in Q2 2023. 85 funds tracked by Wall St. Rank hold RSPM as of Q3 2023.

VitalStone Financial reported no remaining Invesco S&P 500 Equal Weight Materials ETF position as of Q3 2023 after selling out during the quarter.
VitalStone Financial sold 325 Invesco S&P 500 Equal Weight Materials ETF shares in Q3 2023, an estimated $10K.
VitalStone Financial first reported a position in Invesco S&P 500 Equal Weight Materials ETF in Q2 2023 and held it in 1 quarter.
VitalStone Financial's Invesco S&P 500 Equal Weight Materials ETF position peaked at $10K in Q2 2023.
85 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Materials ETF as of Q3 2023.

Based on VitalStone Financial's 13F filing for Q3 2023, filed 15 Nov 2023.