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

Avior Wealth Management’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
2025 Q1	–	Sell	-4,050	Closed	-$122K	–	2001
2024 Q4	$122K	Hold	4,050	–	–	﹤0.01%	839
2024 Q3	$131K	Sell	4,050 -1,160	-22%	-$36.7K	0.01%	806
2024 Q2	$159K	Sell	5,210 -447	-8%	-$14.2K	0.01%	732
2024 Q1	$186K	Buy	5,657 +103	+2%	+$3.25K	0.01%	731
2023 Q4	$174K	Buy	5,554 +2	+0%	+$60	0.01%	538
2023 Q3	$167K	Buy	5,552 +302	+6%	+$9.86K	0.01%	560
2023 Q2	$176K	Buy	5,250 +250	+5%	+$8.53K	0.01%	552
2023 Q1	$170K	Hold	5,000	–	–	0.01%	550
2022 Q4	$171K	Hold	5,000	–	–	0.01%	489
2022 Q3	$153K	Buy	5,000 +100	+2%	+$3.36K	0.01%	483
2022 Q2	$162K	Buy	4,900 +250	+5%	+$8.52K	0.02%	446
2022 Q1	$157K	Hold	4,650	–	–	0.01%	454
2021 Q4	$157K	Buy	+4,650	New	+$149K	0.01%	453

Other funds holding RSPS

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

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

PWG

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

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

Avior Wealth Management sold out of Invesco S&P 500 Equal Weight Consumer Staples ETF (RSPS) in Q1 2025, closing a stake of 4,050 shares — an estimated $122K sold.

Avior Wealth Management first reported a position in RSPS in Q4 2021 and held it in 13 quarters. The position peaked at $186K in Q1 2024. 118 funds tracked by Wall St. Rank hold RSPS as of Q1 2025.

Avior Wealth Management reported no remaining Invesco S&P 500 Equal Weight Consumer Staples ETF position as of Q1 2025 after selling out during the quarter.
Avior Wealth Management sold 4,050 Invesco S&P 500 Equal Weight Consumer Staples ETF shares in Q1 2025, an estimated $122K.
Avior Wealth Management first reported a position in Invesco S&P 500 Equal Weight Consumer Staples ETF in Q4 2021 and held it in 13 quarters.
Avior Wealth Management's Invesco S&P 500 Equal Weight Consumer Staples ETF position peaked at $186K in Q1 2024.
118 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Consumer Staples ETF as of Q1 2025.

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