RSPM β€” INVSC SP 500 EQUAL WEIGHT MATRL ETF

Ownership history in Comprehensive Financial Planning, Inc./PA  Β·  6 quarters on record

AI Ownership Summary

Comprehensive Financial Planning, Inc./PA reported INVSC SP 500 EQUAL WEIGHT MATRL ETF (RSPM) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. The latest visible filing shows RSPM at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this RSPM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Comprehensive Financial Planning, Inc./PA's position in INVSC SP 500 EQUAL WEIGHT MATRL ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

RSPM was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Comprehensive Financial Planning, Inc./PA held RSPM β€” position size vs. price
% of Fund (quarterly)    RSPM price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 6 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED 55 β€” 0% 0.00% $2K 2026-04-07 $38.56
2025 Q4 UNCHANGED 55 β€” 0% 0.00% $2K 2026-02-11 $41.08
2025 Q3 UNCHANGED 55 β€” 0% 0.00% $2K 2025-11-12 $32.31
2025 Q2 UNCHANGED 55 β€” 0% 0.00% $2K 2025-08-08 $31.76
2025 Q1 UNCHANGED 55 β€” 0% 0.00% $2K 2025-05-09 $30.53
2024 Q4 INITIATED 55 β€” β€” 0.00% $2K 2025-01-29 $33.48

FAQ About Comprehensive Financial Planning, Inc./PA and RSPM

These are the practical questions this page is built to answer before you even open the full history table.

How long has Comprehensive Financial Planning, Inc./PA reported owning RSPM?

Comprehensive Financial Planning, Inc./PA reported RSPM across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported RSPM position in Comprehensive Financial Planning, Inc./PA's portfolio?

The largest reported portfolio weight for RSPM was 0.00% in 2025 Q1.

What is the latest reported RSPM position on this page?

The most recent filing on this page is 2026 Q1, when Comprehensive Financial Planning, Inc./PA reported 55 shares, equal to 0.00% of portfolio, with an estimated market value of $2K.

What does the chart on this RSPM ownership page compare?

The chart compares Comprehensive Financial Planning, Inc./PA's quarterly RSPM portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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