Carmichael Hill & Associates’s Invesco S&P 500 Equal Weight Consumer Staples ETF RSPS Stock Holding History

Carmichael Hill & Associates’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
2024 Q3	$22.3K	Hold	690	–	–	0.01%	492
2024 Q2	$21.1K	Hold	690	–	–	0.01%	480
2024 Q1	$22.7K	Hold	690	–	–	0.01%	457
2023 Q4	$21.7K	Hold	690	–	–	0.01%	461
2023 Q3	$20.7K	Hold	690	–	–	0.01%	459
2023 Q2	$23.1K	Hold	690	–	–	0.01%	448
2023 Q1	$23.5K	Hold	690	–	–	0.01%	432
2022 Q4	$23.5K	Hold	690	–	–	0.01%	438
2022 Q3	$21K	Hold	690	–	–	0.01%	464
2022 Q2	$23K	Hold	690	–	–	0.01%	444
2022 Q1	$23K	Hold	690	–	–	0.01%	480
2021 Q4	$23K	Hold	690	–	–	0.01%	500
2021 Q3	$21K	Hold	690	–	–	0.01%	509
2021 Q2	$22K	Hold	690	–	–	0.01%	502
2021 Q1	$22K	Hold	690	–	–	0.01%	489
2020 Q4	$21K	Sell	690 -65	-9%	-$1.92K	0.01%	462
2020 Q3	$22K	Hold	755	–	–	0.01%	417
2020 Q2	$20K	Buy	755 +5	+0.7%	+$134	0.01%	416
2020 Q1	$19K	Hold	750	–	–	0.02%	379
2019 Q4	$22K	Buy	+750	New	+$21.2K	0.02%	393

Other funds holding RSPS

Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return

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

CAC

Certified Advisory Corp Altamonte Springs, Florida $1.24B AUM 21.71% 1-Year Est. Return

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

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

Affiance Financial St. Louis Park, Minnesota $695M AUM 17.33% 1-Year Est. Return

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

PWG

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

AAS

Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 1-Year Est. Return

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

Carmichael Hill & Associates's RSPS Position: Q3 2024 in Review

Carmichael Hill & Associates held its Invesco S&P 500 Equal Weight Consumer Staples ETF (RSPS) position steady in Q3 2024 at 690 shares worth $22.3K. The position accounts for 0.01% of the portfolio, ranked #492.

Carmichael Hill & Associates first reported a position in RSPS in Q4 2019 and has held it in 20 quarters since. The position peaked at $23.5K in Q4 2022. 112 funds tracked by Wall St. Rank hold RSPS as of Q3 2024.

Carmichael Hill & Associates held 690 shares of Invesco S&P 500 Equal Weight Consumer Staples ETF worth $22.3K as of Q3 2024.
Carmichael Hill & Associates left its Invesco S&P 500 Equal Weight Consumer Staples ETF share count unchanged in Q3 2024.
Invesco S&P 500 Equal Weight Consumer Staples ETF made up 0.01% of Carmichael Hill & Associates's portfolio in Q3 2024, its #492 holding.
Carmichael Hill & Associates first reported a position in Invesco S&P 500 Equal Weight Consumer Staples ETF in Q4 2019 and has held it in 20 quarters since.
Carmichael Hill & Associates's Invesco S&P 500 Equal Weight Consumer Staples ETF position peaked at $23.5K in Q4 2022.
112 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Consumer Staples ETF as of Q3 2024.

Based on Carmichael Hill & Associates's 13F filing for Q3 2024, filed 29 Oct 2024.