WEPOG
RSPM icon

Wealth Enhancement & Preservation of GA’s Invesco S&P 500 Equal Weight Materials ETF RSPM Stock Holding History

Wealth Enhancement & Preservation of GA’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
Q2 		– Sell
-125,510
Closed -$4.64M – 58
2022
Q1 		$4.64M Buy
+125,510
New +$4.42M 3.58% 7

Other funds holding RSPM

HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
EF
Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return
Bank of America
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
LPL Financial San Diego, California $377B AUM 19.32% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Wealth Enhancement & Preservation of GA's RSPM Position: Q2 2022 in Review

Wealth Enhancement & Preservation of GA sold out of Invesco S&P 500 Equal Weight Materials ETF (RSPM) in Q2 2022, closing a stake of 125,510 shares — an estimated $4.64M sold.

Wealth Enhancement & Preservation of GA first reported a position in RSPM in Q1 2022 and held it in 1 quarter. The position peaked at $4.64M in Q1 2022. 112 funds tracked by Wall St. Rank hold RSPM as of Q2 2022.

  • Wealth Enhancement & Preservation of GA reported no remaining Invesco S&P 500 Equal Weight Materials ETF position as of Q2 2022 after selling out during the quarter.
  • Wealth Enhancement & Preservation of GA sold 125,510 Invesco S&P 500 Equal Weight Materials ETF shares in Q2 2022, an estimated $4.64M.
  • Wealth Enhancement & Preservation of GA first reported a position in Invesco S&P 500 Equal Weight Materials ETF in Q1 2022 and held it in 1 quarter.
  • Wealth Enhancement & Preservation of GA's Invesco S&P 500 Equal Weight Materials ETF position peaked at $4.64M in Q1 2022.
  • 112 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Materials ETF as of Q2 2022.

Based on Wealth Enhancement & Preservation of GA's 13F filing for Q2 2022, filed 22 Sep 2022.