AssetMark Inc
RSPD icon

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

AssetMark Inc’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
-72
Closed -$3.46K – 2345
2024
Q2 		$3.46K Buy
+72
New +$3.46K ﹤0.01% 1656
2017
Q3 		– Sell
-3
Closed – – 1595
2017
Q2 		$0 Buy
+3
New +$92 ﹤0.01% 1476
2017
Q1 		– Sell
-6
Closed – – 1410
2016
Q4 		$0 Buy
+6
New +$177 ﹤0.01% 1364

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
CI
CacheTech Inc Logan, Utah $519M AUM 22.06% 1-Year Est. Return
HighTower Advisors
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
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
MPCA
Madison Park Capital Advisors Seattle, Washington $140M AUM 16.26% 1-Year Est. Return

AssetMark Inc's RSPD Position: Q3 2024 in Review

AssetMark Inc sold out of Invesco S&P 500 Equal Weight Consumer Discretionary ETF (RSPD) in Q3 2024, closing a stake of 72 shares — an estimated $3.46K sold.

AssetMark Inc first reported a position in RSPD in Q4 2016 and held it in 3 quarters. The position peaked at $3.46K in Q2 2024. 78 funds tracked by Wall St. Rank hold RSPD as of Q3 2024.

  • AssetMark Inc reported no remaining Invesco S&P 500 Equal Weight Consumer Discretionary ETF position as of Q3 2024 after selling out during the quarter.
  • AssetMark Inc sold 72 Invesco S&P 500 Equal Weight Consumer Discretionary ETF shares in Q3 2024, an estimated $3.46K.
  • AssetMark Inc first reported a position in Invesco S&P 500 Equal Weight Consumer Discretionary ETF in Q4 2016 and held it in 3 quarters.
  • AssetMark Inc's Invesco S&P 500 Equal Weight Consumer Discretionary ETF position peaked at $3.46K 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 AssetMark Inc's 13F filing for Q3 2024, filed 1 Nov 2024.