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 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

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

MWM

Maltin Wealth Management Ridgewood, New Jersey $299M AUM 22.87% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

NAM

NTV Asset Management Charleston, West Virginia $1.02B AUM 31.16% 1-Year Est. Return

CMP

Courage Miller Partners Norfolk, Virginia $379M AUM 16.36% 1-Year Est. Return

Yoder Wealth Management's RSPM Position: Q2 2026 in Review

Yoder Wealth Management reduced its Invesco S&P 500 Equal Weight Materials ETF (RSPM) stake by 26% in Q2 2026, selling an estimated $82.1K and leaving 6,069 shares worth $235K. The position accounts for 0.09% of the portfolio, ranked #119.

Yoder Wealth Management first reported a position in RSPM in Q1 2023 and has held it in 14 quarters since. The position peaked at $348K in Q3 2024. 75 funds tracked by Wall St. Rank hold RSPM as of Q2 2026.

Yoder Wealth Management held 6,069 shares of Invesco S&P 500 Equal Weight Materials ETF worth $235K as of Q2 2026.
Yoder Wealth Management sold 2,093 Invesco S&P 500 Equal Weight Materials ETF shares in Q2 2026, an estimated $82.1K.
Invesco S&P 500 Equal Weight Materials ETF made up 0.09% of Yoder Wealth Management's portfolio in Q2 2026, its #119 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 14 quarters since.
Yoder Wealth Management's Invesco S&P 500 Equal Weight Materials ETF position peaked at $348K in Q3 2024.
75 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Materials ETF as of Q2 2026.

Based on Yoder Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.