Advisors Preferred’s Invesco S&P 500 Equal Weight Consumer Discretionary ETF RSPD Stock Holding History

Advisors Preferred’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
2024 Q3	–	Sell	-7,236	Closed	-$341K	–	245
2024 Q2	$341K	Buy	+7,236	New	+$348K	0.06%	113
2021 Q4	–	Sell	-693	Closed	-$34K	–	224
2021 Q3	$34K	Buy	+693	New	+$34.2K	﹤0.01%	171
2019 Q3	–	Sell	-1,254	Closed	-$44K	–	291
2019 Q2	$44K	Buy	+1,254	New	+$43.7K	0.02%	140

Other funds holding RSPD

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

AWM

Adams Wealth Management Logan, Utah $455M AUM 22.33% 1-Year Est. Return

CacheTech Inc Logan, Utah $519M AUM 22.06% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

LFA

Legend Financial Advisors Pittsburgh, Pennsylvania $155M AUM 36.74% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

MPCA

Madison Park Capital Advisors Seattle, Washington $140M AUM 16.26% 1-Year Est. Return

Advisors Preferred's RSPD Position: Q3 2024 in Review

Advisors Preferred sold out of Invesco S&P 500 Equal Weight Consumer Discretionary ETF (RSPD) in Q3 2024, closing a stake of 7,236 shares — an estimated $341K sold.

Advisors Preferred first reported a position in RSPD in Q2 2019 and held it in 3 quarters. The position peaked at $341K in Q2 2024. 78 funds tracked by Wall St. Rank hold RSPD as of Q3 2024.

Advisors Preferred reported no remaining Invesco S&P 500 Equal Weight Consumer Discretionary ETF position as of Q3 2024 after selling out during the quarter.
Advisors Preferred sold 7,236 Invesco S&P 500 Equal Weight Consumer Discretionary ETF shares in Q3 2024, an estimated $341K.
Advisors Preferred first reported a position in Invesco S&P 500 Equal Weight Consumer Discretionary ETF in Q2 2019 and held it in 3 quarters.
Advisors Preferred's Invesco S&P 500 Equal Weight Consumer Discretionary ETF position peaked at $341K in Q2 2024.
78 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Consumer Discretionary ETF as of Q3 2024.

Based on Advisors Preferred's 13F filing for Q3 2024, filed 15 Oct 2024.