AWE
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Avidian Wealth Enterprises’s Invesco S&P 500 Equal Weight Consumer Discretionary ETF RSPD Stock Holding History

Avidian Wealth Enterprises’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
2021
Q2 		– Sell
-80,016
Closed -$3.76M – 408
2021
Q1 		$3.76M Buy
+80,016
New +$3.54M 0.32% 51

Other funds holding RSPD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MTWSIF
Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel $789M AUM 73.25% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
EF
Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
MW
Marks Wealth Annapolis, Maryland $462M AUM 52.29% 1-Year Est. Return

Avidian Wealth Enterprises's RSPD Position: Q2 2021 in Review

Avidian Wealth Enterprises sold out of Invesco S&P 500 Equal Weight Consumer Discretionary ETF (RSPD) in Q2 2021, closing a stake of 80,016 shares — an estimated $3.76M sold.

Avidian Wealth Enterprises first reported a position in RSPD in Q1 2021 and held it in 1 quarter. The position peaked at $3.76M in Q1 2021. 102 funds tracked by Wall St. Rank hold RSPD as of Q2 2021.

  • Avidian Wealth Enterprises reported no remaining Invesco S&P 500 Equal Weight Consumer Discretionary ETF position as of Q2 2021 after selling out during the quarter.
  • Avidian Wealth Enterprises sold 80,016 Invesco S&P 500 Equal Weight Consumer Discretionary ETF shares in Q2 2021, an estimated $3.76M.
  • Avidian Wealth Enterprises first reported a position in Invesco S&P 500 Equal Weight Consumer Discretionary ETF in Q1 2021 and held it in 1 quarter.
  • Avidian Wealth Enterprises's Invesco S&P 500 Equal Weight Consumer Discretionary ETF position peaked at $3.76M in Q1 2021.
  • 102 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Consumer Discretionary ETF as of Q2 2021.

Based on Avidian Wealth Enterprises's 13F filing for Q2 2021, filed 9 Aug 2021.