Avantax Advisory Services’s Invesco S&P 500 Equal Weight Consumer Staples ETF RSPS Stock Holding History

Avantax Advisory Services’s Portfolio RSPS Stock Details RSPS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-9,940	Closed	-$304K	–	2189
2024 Q2	$304K	Sell	9,940 -100	-1%	-$3.17K	﹤0.01%	1686
2024 Q1	$331K	Sell	10,040 -1,189	-11%	-$37.6K	﹤0.01%	1246
2023 Q4	$353K	Sell	11,229 -1,019	-8%	-$30.5K	﹤0.01%	1151
2023 Q3	$368K	Sell	12,248 -6,197	-34%	-$202K	﹤0.01%	1082
2023 Q2	$618K	Sell	18,445 -14,550	-44%	-$497K	0.01%	864
2023 Q1	$1.12M	Buy	32,995 +750	+2%	+$25.2K	0.01%	626
2022 Q4	$1.1M	Buy	32,245 +12,690	+65%	+$425K	0.01%	614
2022 Q3	$601K	Sell	19,555 -4,930	-20%	-$166K	0.01%	704
2022 Q2	$811K	Buy	+24,485	New	+$834K	0.01%	610

Other funds holding RSPS

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

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

CAC

Certified Advisory Corp Altamonte Springs, Florida $1.24B AUM 21.71% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Affiance Financial St. Louis Park, Minnesota $695M AUM 17.33% 1-Year Est. Return

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

PWG

Private Wealth Group Tampa, Florida $259M AUM 17.45% 1-Year Est. Return

AAS

Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Avantax Advisory Services's RSPS Position: Q3 2024 in Review

Avantax Advisory Services sold out of Invesco S&P 500 Equal Weight Consumer Staples ETF (RSPS) in Q3 2024, closing a stake of 9,940 shares — an estimated $304K sold.

Avantax Advisory Services first reported a position in RSPS in Q2 2022 and held it in 9 quarters. The position peaked at $1.12M in Q1 2023. 112 funds tracked by Wall St. Rank hold RSPS as of Q3 2024.

Avantax Advisory Services reported no remaining Invesco S&P 500 Equal Weight Consumer Staples ETF position as of Q3 2024 after selling out during the quarter.
Avantax Advisory Services sold 9,940 Invesco S&P 500 Equal Weight Consumer Staples ETF shares in Q3 2024, an estimated $304K.
Avantax Advisory Services first reported a position in Invesco S&P 500 Equal Weight Consumer Staples ETF in Q2 2022 and held it in 9 quarters.
Avantax Advisory Services's Invesco S&P 500 Equal Weight Consumer Staples ETF position peaked at $1.12M in Q1 2023.
112 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Consumer Staples ETF as of Q3 2024.

Based on Avantax Advisory Services's 13F filing for Q3 2024, filed 13 Nov 2024.