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Adams Wealth Management’s Invesco S&P 500 Equal Weight Consumer Discretionary ETF RSPD Stock Holding History

Adams Wealth Management’s Portfolio RSPD Stock Details RSPD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-300,698
Closed -$16.1M – 152
2024
Q4 		$16.1M Buy
300,698
+17,408
+6% +$931K 3.07% 5
2024
Q3 		$14.8M Buy
283,290
+22,138
+8% +$1.08M 3.17% 6
2024
Q2 		$12.5M Buy
261,152
+14,000
+6% +$673K 2.89% 6
2024
Q1 		$12.6M Buy
247,152
+27,458
+12% +$1.32M 3.07% 6
2023
Q4 		$10.4M Buy
219,694
+10,896
+5% +$466K 3.09% 6
2023
Q3 		$8.79M Buy
+208,798
New +$9.42M 2.98% 8

Other funds holding RSPD

HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LFA
Legend Financial Advisors Pittsburgh, Pennsylvania $155M AUM 36.74% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Adams Wealth Management's RSPD Position: Q1 2025 in Review

Adams Wealth Management sold out of Invesco S&P 500 Equal Weight Consumer Discretionary ETF (RSPD) in Q1 2025, closing a stake of 300,698 shares — an estimated $16.1M sold.

Adams Wealth Management first reported a position in RSPD in Q3 2023 and held it in 6 quarters. The position peaked at $16.1M in Q4 2024. 81 funds tracked by Wall St. Rank hold RSPD as of Q1 2025.

  • Adams Wealth Management reported no remaining Invesco S&P 500 Equal Weight Consumer Discretionary ETF position as of Q1 2025 after selling out during the quarter.
  • Adams Wealth Management sold 300,698 Invesco S&P 500 Equal Weight Consumer Discretionary ETF shares in Q1 2025, an estimated $16.1M.
  • Adams Wealth Management first reported a position in Invesco S&P 500 Equal Weight Consumer Discretionary ETF in Q3 2023 and held it in 6 quarters.
  • Adams Wealth Management's Invesco S&P 500 Equal Weight Consumer Discretionary ETF position peaked at $16.1M in Q4 2024.
  • 81 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Consumer Discretionary ETF as of Q1 2025.

Based on Adams Wealth Management's 13F filing for Q1 2025, filed 13 May 2025.