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Asset Dedication LLC’s Invesco S&P 500 Equal Weight Consumer Discretionary ETF RSPD Stock Holding History

Asset Dedication LLC’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
Q4 		– Sell
-450
Closed -$26K – 1169
2025
Q3 		$26K Buy
+450
New +$25.6K ﹤0.01% 627

Other funds holding RSPD

HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LFA
Legend Financial Advisors Pittsburgh, Pennsylvania $176M AUM 57.06% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
LG
Leuthold Group Minneapolis, Minnesota $939M AUM 37.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UAS
United Asset Strategies Garden City, New York $1.41B AUM 27.73% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Asset Dedication LLC's RSPD Position: Q4 2025 in Review

Asset Dedication LLC sold out of Invesco S&P 500 Equal Weight Consumer Discretionary ETF (RSPD) in Q4 2025, closing a stake of 450 shares — an estimated $26K sold.

Asset Dedication LLC first reported a position in RSPD in Q3 2025 and held it in 1 quarter. The position peaked at $26K in Q3 2025. 86 funds tracked by Wall St. Rank hold RSPD as of Q4 2025.

  • Asset Dedication LLC reported no remaining Invesco S&P 500 Equal Weight Consumer Discretionary ETF position as of Q4 2025 after selling out during the quarter.
  • Asset Dedication LLC sold 450 Invesco S&P 500 Equal Weight Consumer Discretionary ETF shares in Q4 2025, an estimated $26K.
  • Asset Dedication LLC first reported a position in Invesco S&P 500 Equal Weight Consumer Discretionary ETF in Q3 2025 and held it in 1 quarter.
  • Asset Dedication LLC's Invesco S&P 500 Equal Weight Consumer Discretionary ETF position peaked at $26K in Q3 2025.
  • 86 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Consumer Discretionary ETF as of Q4 2025.

Based on Asset Dedication LLC's 13F filing for Q4 2025, filed 26 Jan 2026.