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

Atria Wealth Solutions’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
-9,876
Closed -$474K – 2034
2024
Q2 		$474K Sell
9,876
-5,370
-35% -$258K 0.01% 1264
2024
Q1 		$778K Buy
15,246
+5,852
+62% +$281K 0.01% 1027
2023
Q4 		$447K Sell
9,394
-2,326
-20% -$99.6K 0.01% 1277
2023
Q3 		$493K Buy
+11,720
New +$529K 0.01% 1133

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

Atria Wealth Solutions's RSPD Position: Q3 2024 in Review

Atria Wealth Solutions sold out of Invesco S&P 500 Equal Weight Consumer Discretionary ETF (RSPD) in Q3 2024, closing a stake of 9,876 shares — an estimated $474K sold.

Atria Wealth Solutions first reported a position in RSPD in Q3 2023 and held it in 4 quarters. The position peaked at $778K in Q1 2024. 78 funds tracked by Wall St. Rank hold RSPD as of Q3 2024.

  • Atria Wealth Solutions reported no remaining Invesco S&P 500 Equal Weight Consumer Discretionary ETF position as of Q3 2024 after selling out during the quarter.
  • Atria Wealth Solutions sold 9,876 Invesco S&P 500 Equal Weight Consumer Discretionary ETF shares in Q3 2024, an estimated $474K.
  • Atria Wealth Solutions first reported a position in Invesco S&P 500 Equal Weight Consumer Discretionary ETF in Q3 2023 and held it in 4 quarters.
  • Atria Wealth Solutions's Invesco S&P 500 Equal Weight Consumer Discretionary ETF position peaked at $778K in Q1 2024.
  • 78 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Consumer Discretionary ETF as of Q3 2024.

Based on Atria Wealth Solutions's 13F filing for Q3 2024, filed 8 Nov 2024.