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

Avant Capital’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
2023 Q3	–	Sell	-4,461	Closed	-$205K	–	58
2023 Q2	$205K	Buy	+4,461	New	+$192K	0.23%	54
2022 Q2	–	Sell	-4,581	Closed	-$207K	–	55
2022 Q1	$207K	Buy	4,581 +3	+0.1%	+$141	0.23%	55
2021 Q4	$239K	Buy	+4,578	New	+$234K	0.26%	55

Other funds holding RSPD

Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

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

AWM

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

RJFSA

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

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

LFA

Legend Financial Advisors Pittsburgh, Pennsylvania $176M AUM 57.06% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Avant Capital's RSPD Position: Q3 2023 in Review

Avant Capital sold out of Invesco S&P 500 Equal Weight Consumer Discretionary ETF (RSPD) in Q3 2023, closing a stake of 4,461 shares — an estimated $205K sold.

Avant Capital first reported a position in RSPD in Q4 2021 and held it in 3 quarters. The position peaked at $239K in Q4 2021. 100 funds tracked by Wall St. Rank hold RSPD as of Q3 2023.

Avant Capital reported no remaining Invesco S&P 500 Equal Weight Consumer Discretionary ETF position as of Q3 2023 after selling out during the quarter.
Avant Capital sold 4,461 Invesco S&P 500 Equal Weight Consumer Discretionary ETF shares in Q3 2023, an estimated $205K.
Avant Capital first reported a position in Invesco S&P 500 Equal Weight Consumer Discretionary ETF in Q4 2021 and held it in 3 quarters.
Avant Capital's Invesco S&P 500 Equal Weight Consumer Discretionary ETF position peaked at $239K in Q4 2021.
100 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Consumer Discretionary ETF as of Q3 2023.

Based on Avant Capital's 13F filing for Q3 2023, filed 7 Nov 2023.