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

Avestar 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
2022 Q2	–	Sell	-4,857	Closed	-$219K	–	381
2022 Q1	$219K	Sell	4,857 -79,194	-94%	-$3.73M	0.04%	363
2021 Q4	$4.39M	Buy	84,051 +3,690	+5%	+$189K	0.54%	44
2021 Q3	$3.86M	Sell	80,361 -1,260	-2%	-$62.1K	0.49%	50
2021 Q2	$4.03M	Buy	81,621 +5,961	+8%	+$292K	0.54%	50
2021 Q1	$3.77M	Buy	+75,660	New	+$3.34M	0.84%	24

Other funds holding RSPD

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

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

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

FIM

Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

CFGS

Concourse Financial Group Securities Birmingham, Alabama $1.77B AUM 17.37% 1-Year Est. Return

Avestar Capital's RSPD Position: Q2 2022 in Review

Avestar Capital sold out of Invesco S&P 500 Equal Weight Consumer Discretionary ETF (RSPD) in Q2 2022, closing a stake of 4,857 shares — an estimated $219K sold.

Avestar Capital first reported a position in RSPD in Q1 2021 and held it in 5 quarters. The position peaked at $4.39M in Q4 2021. 73 funds tracked by Wall St. Rank hold RSPD as of Q2 2022.

Avestar Capital reported no remaining Invesco S&P 500 Equal Weight Consumer Discretionary ETF position as of Q2 2022 after selling out during the quarter.
Avestar Capital sold 4,857 Invesco S&P 500 Equal Weight Consumer Discretionary ETF shares in Q2 2022, an estimated $219K.
Avestar Capital first reported a position in Invesco S&P 500 Equal Weight Consumer Discretionary ETF in Q1 2021 and held it in 5 quarters.
Avestar Capital's Invesco S&P 500 Equal Weight Consumer Discretionary ETF position peaked at $4.39M in Q4 2021.
73 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Consumer Discretionary ETF as of Q2 2022.

Based on Avestar Capital's 13F filing for Q2 2022, filed 28 Jul 2022.