WEG
RSPM icon

World Equity Group’s Invesco S&P 500 Equal Weight Materials ETF RSPM Stock Holding History

World Equity 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
2022
Q2 		– Sell
-34,015
Closed -$1.26M – 393
2022
Q1 		$1.26M Buy
+34,015
New +$1.2M 0.27% 102

Other funds holding RSPM

HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 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

World Equity Group's RSPM Position: Q2 2022 in Review

World Equity Group sold out of Invesco S&P 500 Equal Weight Materials ETF (RSPM) in Q2 2022, closing a stake of 34,015 shares — an estimated $1.26M sold.

World Equity Group first reported a position in RSPM in Q1 2022 and held it in 1 quarter. The position peaked at $1.26M in Q1 2022. 112 funds tracked by Wall St. Rank hold RSPM as of Q2 2022.

  • World Equity Group reported no remaining Invesco S&P 500 Equal Weight Materials ETF position as of Q2 2022 after selling out during the quarter.
  • World Equity Group sold 34,015 Invesco S&P 500 Equal Weight Materials ETF shares in Q2 2022, an estimated $1.26M.
  • World Equity Group first reported a position in Invesco S&P 500 Equal Weight Materials ETF in Q1 2022 and held it in 1 quarter.
  • World Equity Group's Invesco S&P 500 Equal Weight Materials ETF position peaked at $1.26M 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 World Equity Group's 13F filing for Q2 2022, filed 6 Sep 2024.