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

Avior Wealth Management’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
2025
Q1 		– Sell
-1,200
Closed -$64.1K – 2000
2024
Q4 		$64.1K Hold
1,200
– – ﹤0.01% 1066
2024
Q3 		$62.6K Sell
1,200
-399
-25% -$19.4K ﹤0.01% 1040
2024
Q2 		$76.8K Sell
1,599
-1,486
-48% -$71.4K ﹤0.01% 948
2024
Q1 		$157K Buy
+3,085
New +$148K 0.01% 782

Other funds holding RSPD

HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LFA
Legend Financial Advisors Pittsburgh, Pennsylvania $155M AUM 36.74% 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
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Avior Wealth Management's RSPD Position: Q1 2025 in Review

Avior Wealth Management sold out of Invesco S&P 500 Equal Weight Consumer Discretionary ETF (RSPD) in Q1 2025, closing a stake of 1,200 shares — an estimated $64.1K sold.

Avior Wealth Management first reported a position in RSPD in Q1 2024 and held it in 4 quarters. The position peaked at $157K in Q1 2024. 81 funds tracked by Wall St. Rank hold RSPD as of Q1 2025.

  • Avior Wealth Management reported no remaining Invesco S&P 500 Equal Weight Consumer Discretionary ETF position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 1,200 Invesco S&P 500 Equal Weight Consumer Discretionary ETF shares in Q1 2025, an estimated $64.1K.
  • Avior Wealth Management first reported a position in Invesco S&P 500 Equal Weight Consumer Discretionary ETF in Q1 2024 and held it in 4 quarters.
  • Avior Wealth Management's Invesco S&P 500 Equal Weight Consumer Discretionary ETF position peaked at $157K in Q1 2024.
  • 81 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Consumer Discretionary ETF as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.