Accel Wealth Management’s Invesco S&P 500 Equal Weight Consumer Staples ETF RSPS Stock Holding History

Accel Wealth Management’s Portfolio RSPS Stock Details RSPS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-500	Closed	-$17K	–	713
2023 Q1	$17K	Hold	500	–	–	0.01%	758
2022 Q4	$17.1K	Hold	500	–	–	0.01%	590
2022 Q3	$16K	Hold	500	–	–	0.01%	625
2022 Q2	$17K	Hold	500	–	–	0.01%	594
2022 Q1	$17K	Hold	500	–	–	0.01%	600
2021 Q4	$17K	Hold	500	–	–	0.01%	600
2021 Q3	$15K	Hold	500	–	–	0.01%	560
2021 Q2	$16K	Hold	500	–	–	0.01%	597
2021 Q1	$16K	Hold	500	–	–	0.01%	564
2020 Q4	$15K	Buy	+500	New	+$14.8K	0.01%	554

Other funds holding RSPS

Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return

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

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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CAC

Certified Advisory Corp Altamonte Springs, Florida $1.24B AUM 21.71% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Affiance Financial St. Louis Park, Minnesota $695M AUM 17.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Accel Wealth Management's RSPS Position: Q2 2023 in Review

Accel Wealth Management sold out of Invesco S&P 500 Equal Weight Consumer Staples ETF (RSPS) in Q2 2023, closing a stake of 500 shares — an estimated $17K sold.

Accel Wealth Management first reported a position in RSPS in Q4 2020 and held it in 10 quarters. The position peaked at $17.1K in Q4 2022. 130 funds tracked by Wall St. Rank hold RSPS as of Q2 2023.

Accel Wealth Management reported no remaining Invesco S&P 500 Equal Weight Consumer Staples ETF position as of Q2 2023 after selling out during the quarter.
Accel Wealth Management sold 500 Invesco S&P 500 Equal Weight Consumer Staples ETF shares in Q2 2023, an estimated $17K.
Accel Wealth Management first reported a position in Invesco S&P 500 Equal Weight Consumer Staples ETF in Q4 2020 and held it in 10 quarters.
Accel Wealth Management's Invesco S&P 500 Equal Weight Consumer Staples ETF position peaked at $17.1K in Q4 2022.
130 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Consumer Staples ETF as of Q2 2023.

Based on Accel Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.