Yoder Wealth Management’s Invesco S&P 500 Equal Weight Materials ETF RSPM Stock Holding History

Yoder Wealth Management’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
2026 Q3	$228K	Buy	6,144 +75	+1%	+$2.96K	0.09%	129
2026 Q2	$235K	Sell	6,069 -2,093	-26%	-$82.1K	0.09%	119
2026 Q1	$316K	Sell	8,162 -300	-4%	-$11.5K	0.14%	93
2025 Q4	$288K	Sell	8,462 -600	-7%	-$19.7K	0.13%	96
2025 Q3	$297K	Sell	9,062 -123	-1%	-$4.09K	0.14%	87
2025 Q2	$298K	Hold	9,185	–	–	0.16%	86
2025 Q1	$292K	Hold	9,185	–	–	0.16%	84
2024 Q4	$299K	Sell	9,185 -140	-2%	-$5.02K	0.17%	81
2024 Q3	$348K	Hold	9,325	–	–	0.21%	70
2024 Q2	$322K	Hold	9,325	–	–	0.21%	73
2024 Q1	$339K	Sell	9,325 -679	-7%	-$22.7K	0.22%	70
2023 Q4	$337K	Hold	10,004	–	–	0.24%	62
2023 Q3	$310K	Buy	10,004 +679	+7%	+$22K	0.26%	59
2023 Q2	$303K	Hold	9,325	–	–	0.24%	59
2023 Q1	$304K	Buy	+9,325	New	+$310K	0.25%	58

Other funds holding RSPM

MWM

Maltin Wealth Management Ridgewood, New Jersey $308M AUM 16.5% 1-Year Est. Return

PFM

Peak Financial Management Wellesley, Massachusetts $441M AUM 13.88% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

McKinley Carter Wealth Services Wheeling, West Virginia $1.96B AUM 13.62% 1-Year Est. Return

WAM

Walker Asset Management Verona, Missouri $197M AUM 22.74% 1-Year Est. Return

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

Capital Square Chattanooga, Tennessee $227M AUM 12.51% 1-Year Est. Return

Planning Strategies Lancaster, Pennsylvania $169M AUM

Beacon Investment Advisory Services Morristown, New Jersey $2.66B AUM 29.77% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Yoder Wealth Management's RSPM Position: Q3 2026 in Review

Yoder Wealth Management increased its Invesco S&P 500 Equal Weight Materials ETF (RSPM) stake by 1.2% in Q3 2026, buying an estimated $2.96K and bringing the position to 6,144 shares worth $228K. The position accounts for 0.09% of the portfolio, ranked #129.

Yoder Wealth Management first reported a position in RSPM in Q1 2023 and has held it in 15 quarters since. The position peaked at $348K in Q3 2024. 12 funds tracked by Wall St. Rank hold RSPM as of Q3 2026.

Yoder Wealth Management held 6,144 shares of Invesco S&P 500 Equal Weight Materials ETF worth $228K as of Q3 2026.
Yoder Wealth Management bought 75 Invesco S&P 500 Equal Weight Materials ETF shares in Q3 2026, an estimated $2.96K.
Invesco S&P 500 Equal Weight Materials ETF made up 0.09% of Yoder Wealth Management's portfolio in Q3 2026, its #129 holding.
Yoder Wealth Management first reported a position in Invesco S&P 500 Equal Weight Materials ETF in Q1 2023 and has held it in 15 quarters since.
Yoder Wealth Management's Invesco S&P 500 Equal Weight Materials ETF position peaked at $348K in Q3 2024.
12 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Materials ETF as of Q3 2026.

Based on Yoder Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.