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

WealthCare Investment 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
2023 Q2	–	Sell	-15,940	Closed	-$519K	–	129
2023 Q1	$519K	Sell	15,940 -180	-1%	-$5.99K	0.31%	68
2022 Q4	$512K	Buy	16,120 +345	+2%	+$10.9K	0.35%	67
2022 Q3	$450K	Buy	15,775 +2,250	+17%	+$72K	0.37%	63
2022 Q2	$419K	Buy	13,525 +6,100	+82%	+$215K	0.36%	65
2022 Q1	$278K	Sell	7,425 -1,480	-17%	-$52.2K	0.25%	84
2021 Q4	$321K	Buy	+8,905	New	+$307K	0.31%	75

Other funds holding RSPM

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

AAS

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

OAM

Oppenheimer Asset Management New York $9.63B AUM 30.32% 1-Year Est. Return

MIM

Miller Investment Management West Conshohocken, Pennsylvania $1.09B AUM 18.31% 1-Year Est. Return

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

JMPWA

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

WealthCare Investment Partners's RSPM Position: Q2 2023 in Review

WealthCare Investment Partners sold out of Invesco S&P 500 Equal Weight Materials ETF (RSPM) in Q2 2023, closing a stake of 15,940 shares — an estimated $519K sold.

WealthCare Investment Partners first reported a position in RSPM in Q4 2021 and held it in 6 quarters. The position peaked at $519K in Q1 2023. 91 funds tracked by Wall St. Rank hold RSPM as of Q2 2023.

WealthCare Investment Partners reported no remaining Invesco S&P 500 Equal Weight Materials ETF position as of Q2 2023 after selling out during the quarter.
WealthCare Investment Partners sold 15,940 Invesco S&P 500 Equal Weight Materials ETF shares in Q2 2023, an estimated $519K.
WealthCare Investment Partners first reported a position in Invesco S&P 500 Equal Weight Materials ETF in Q4 2021 and held it in 6 quarters.
WealthCare Investment Partners's Invesco S&P 500 Equal Weight Materials ETF position peaked at $519K in Q1 2023.
91 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Materials ETF as of Q2 2023.

Based on WealthCare Investment Partners's 13F filing for Q2 2023, filed 13 Jul 2023.