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 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

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cetera Investment Advisers

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Friedenthal Financial Marlton, New Jersey $217M AUM 21.15% 1-Year Est. Return

Raymond James Financial

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

NTV Asset Management Charleston, West Virginia $910M AUM 27.02% 1-Year Est. Return

Maltin Wealth Management Ridgewood, New Jersey $262M AUM 19.65% 1-Year Est. Return

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

Courage Miller Partners Norfolk, Virginia $354M AUM 13.72% 1-Year Est. Return