Cerity Partners
RSPS icon

Cerity Partners’s Invesco S&P 500 Equal Weight Consumer Staples ETF RSPS Stock Holding History

Cerity Partners’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
Q1 		– Sell
-6,485
Closed -$204K – 2344
2023
Q4 		$204K Buy
+6,485
New +$194K ﹤0.01% 1721
2023
Q3 		– Sell
-16,165
Closed -$541K – 1661
2023
Q2 		$541K Buy
16,165
+640
+4% +$21.8K ﹤0.01% 1143
2023
Q1 		$529K Sell
15,525
-715
-4% -$24K ﹤0.01% 1270
2022
Q4 		$554K Sell
16,240
-220
-1% -$7.37K ﹤0.01% 898
2022
Q3 		$506K Sell
16,460
-225
-1% -$7.56K 0.01% 710
2022
Q2 		$553K Buy
16,685
+890
+6% +$30.3K 0.01% 717
2022
Q1 		$535K Sell
15,795
-75
-0.5% -$2.52K 0.01% 576
2021
Q4 		$539K Sell
15,870
-115
-0.7% -$3.68K 0.01% 573
2021
Q3 		$492K Sell
15,985
-15
-0.1% -$478 0.01% 471
2021
Q2 		$516K Sell
16,000
-1,370
-8% -$44.5K 0.01% 463
2021
Q1 		$548K Sell
17,370
-1,195
-6% -$36.2K 0.01% 430
2020
Q4 		$562K Sell
18,565
-255
-1% -$7.53K 0.02% 389
2020
Q3 		$538K Buy
18,820
+360
+2% +$10.3K 0.02% 314
2020
Q2 		$501K Buy
18,460
+10
+0.1% +$268 0.03% 279
2020
Q1 		$456K Buy
18,450
+295
+2% +$8.21K 0.03% 292
2019
Q4 		$530K Sell
18,155
-80
-0.4% -$2.26K 0.03% 326
2019
Q3 		$512K Buy
18,235
+20
+0.1% +$549 0.03% 317
2019
Q2 		$487K Buy
+18,215
New +$486K 0.03% 323

Other funds holding RSPS

PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CAC
Certified Advisory Corp Altamonte Springs, Florida $1.24B AUM 21.71% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AAS
Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
AF
Affiance Financial St. Louis Park, Minnesota $695M AUM 17.33% 1-Year Est. Return
PWG
Private Wealth Group Tampa, Florida $259M AUM 17.45% 1-Year Est. Return

Cerity Partners's RSPS Position: Q1 2024 in Review

Cerity Partners sold out of Invesco S&P 500 Equal Weight Consumer Staples ETF (RSPS) in Q1 2024, closing a stake of 6,485 shares — an estimated $204K sold.

Cerity Partners first reported a position in RSPS in Q2 2019 and held it in 18 quarters. The position peaked at $562K in Q4 2020. 123 funds tracked by Wall St. Rank hold RSPS as of Q1 2024.

  • Cerity Partners reported no remaining Invesco S&P 500 Equal Weight Consumer Staples ETF position as of Q1 2024 after selling out during the quarter.
  • Cerity Partners sold 6,485 Invesco S&P 500 Equal Weight Consumer Staples ETF shares in Q1 2024, an estimated $204K.
  • Cerity Partners first reported a position in Invesco S&P 500 Equal Weight Consumer Staples ETF in Q2 2019 and held it in 18 quarters.
  • Cerity Partners's Invesco S&P 500 Equal Weight Consumer Staples ETF position peaked at $562K in Q4 2020.
  • 123 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Consumer Staples ETF as of Q1 2024.

Based on Cerity Partners's 13F filing for Q1 2024, filed 14 May 2024.