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Blue Trust Inc’s Invesco S&P 500 Equal Weight Consumer Discretionary ETF RSPD Stock Holding History

Blue Trust Inc’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
2024
Q4 		– Sell
-689
Closed -$33.1K – 2881
2024
Q3 		$33.1K Buy
689
+395
+134% +$19.2K ﹤0.01% 1740
2024
Q2 		$15K Hold
294
– – ﹤0.01% 1786
2024
Q1 		$15K Buy
294
+85
+41% +$4.09K ﹤0.01% 1333
2023
Q4 		$9K Buy
+209
New +$8.95K ﹤0.01% 1629

Other funds holding RSPD

HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return
AWM
Adams Wealth Management Logan, Utah $455M AUM 22.33% 1-Year Est. Return
CI
CacheTech Inc Logan, Utah $519M AUM 22.06% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
HighTower Advisors
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
SWP
Strategic Wealth Partners Independence, Ohio $1.44B AUM 21.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Blue Trust Inc's RSPD Position: Q4 2024 in Review

Blue Trust Inc sold out of Invesco S&P 500 Equal Weight Consumer Discretionary ETF (RSPD) in Q4 2024, closing a stake of 689 shares — an estimated $33.1K sold.

Blue Trust Inc first reported a position in RSPD in Q4 2023 and held it in 4 quarters. The position peaked at $33.1K in Q3 2024. 96 funds tracked by Wall St. Rank hold RSPD as of Q4 2024.

  • Blue Trust Inc reported no remaining Invesco S&P 500 Equal Weight Consumer Discretionary ETF position as of Q4 2024 after selling out during the quarter.
  • Blue Trust Inc sold 689 Invesco S&P 500 Equal Weight Consumer Discretionary ETF shares in Q4 2024, an estimated $33.1K.
  • Blue Trust Inc first reported a position in Invesco S&P 500 Equal Weight Consumer Discretionary ETF in Q4 2023 and held it in 4 quarters.
  • Blue Trust Inc's Invesco S&P 500 Equal Weight Consumer Discretionary ETF position peaked at $33.1K in Q3 2024.
  • 96 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Consumer Discretionary ETF as of Q4 2024.

Based on Blue Trust Inc's 13F filing for Q4 2024, filed 22 Jan 2025.