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

Carolinas Wealth Consulting’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
2023
Q4 		– Sell
-84
Closed -$3.28K – 1041
2023
Q3 		$3.28K Buy
+84
New +$3.79K ﹤0.01% 668

Other funds holding RSPD

HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
AWM
Adams Wealth Management Logan, Utah $455M AUM 22.33% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LFA
Legend Financial Advisors Pittsburgh, Pennsylvania $176M AUM 57.06% 1-Year Est. Return
OAM
Oppenheimer Asset Management New York $8.76B AUM 23.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Carolinas Wealth Consulting's RSPD Position: Q4 2023 in Review

Carolinas Wealth Consulting sold out of Invesco S&P 500 Equal Weight Consumer Discretionary ETF (RSPD) in Q4 2023, closing a stake of 84 shares — an estimated $3.28K sold.

Carolinas Wealth Consulting first reported a position in RSPD in Q3 2023 and held it in 1 quarter. The position peaked at $3.28K in Q3 2023. 105 funds tracked by Wall St. Rank hold RSPD as of Q4 2023.

  • Carolinas Wealth Consulting reported no remaining Invesco S&P 500 Equal Weight Consumer Discretionary ETF position as of Q4 2023 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 84 Invesco S&P 500 Equal Weight Consumer Discretionary ETF shares in Q4 2023, an estimated $3.28K.
  • Carolinas Wealth Consulting first reported a position in Invesco S&P 500 Equal Weight Consumer Discretionary ETF in Q3 2023 and held it in 1 quarter.
  • Carolinas Wealth Consulting's Invesco S&P 500 Equal Weight Consumer Discretionary ETF position peaked at $3.28K in Q3 2023.
  • 105 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Consumer Discretionary ETF as of Q4 2023.

Based on Carolinas Wealth Consulting's 13F filing for Q4 2023, filed 13 Feb 2024.