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

Wescott Financial Advisory Group’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 Q1	–	Sell	-6,375	Closed	-$202K	–	165
2022 Q4	$202K	Sell	6,375 -6,095	-49%	-$193K	0.04%	146
2022 Q3	$355K	Buy	12,470 +55	+0.4%	+$1.76K	0.1%	102
2022 Q2	$385K	Sell	12,415 -1,270	-9%	-$44.8K	0.1%	91
2022 Q1	$505K	Buy	+13,685	New	+$482K	0.13%	80

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

JMPWA

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

OAM

Oppenheimer Asset Management New York $8.76B AUM 23.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Wescott Financial Advisory Group's RSPM Position: Q1 2023 in Review

Wescott Financial Advisory Group sold out of Invesco S&P 500 Equal Weight Materials ETF (RSPM) in Q1 2023, closing a stake of 6,375 shares — an estimated $202K sold.

Wescott Financial Advisory Group first reported a position in RSPM in Q1 2022 and held it in 4 quarters. The position peaked at $505K in Q1 2022. 98 funds tracked by Wall St. Rank hold RSPM as of Q1 2023.

Wescott Financial Advisory Group reported no remaining Invesco S&P 500 Equal Weight Materials ETF position as of Q1 2023 after selling out during the quarter.
Wescott Financial Advisory Group sold 6,375 Invesco S&P 500 Equal Weight Materials ETF shares in Q1 2023, an estimated $202K.
Wescott Financial Advisory Group first reported a position in Invesco S&P 500 Equal Weight Materials ETF in Q1 2022 and held it in 4 quarters.
Wescott Financial Advisory Group's Invesco S&P 500 Equal Weight Materials ETF position peaked at $505K in Q1 2022.
98 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Materials ETF as of Q1 2023.

Based on Wescott Financial Advisory Group's 13F filing for Q1 2023, filed 10 May 2023.