Certified Advisory Corp’s Invesco S&P 500 Equal Weight Consumer Staples ETF RSPS Stock Holding History

Certified Advisory Corp’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 Q2	–	Sell	-6,600	Closed	-$203K	–	309
2025 Q1	$203K	Sell	6,600 -9,102	-58%	-$272K	0.02%	288
2024 Q4	$473K	Sell	15,702 -336,917	-96%	-$10.5M	0.05%	197
2024 Q3	$11.4M	Buy	352,619 +488	+0.1%	+$15.5K	1.26%	18
2024 Q2	$10.8M	Buy	352,131 +441	+0.1%	+$14K	1.35%	15
2024 Q1	$11.6M	Sell	351,690 -269	-0.1%	-$8.5K	1.62%	11
2023 Q4	$11.1M	Sell	351,959 -5,220	-1%	-$156K	1.68%	10
2023 Q3	$10.7M	Sell	357,179 -4,551	-1%	-$149K	1.97%	9
2023 Q2	$12.1M	Sell	361,730 -9,045	-2%	-$309K	2.23%	8
2023 Q1	$12.6M	Buy	370,775 +5,085	+1%	+$171K	2.25%	8
2022 Q4	$12.5M	Sell	365,690 -3,665	-1%	-$123K	2.46%	6
2022 Q3	$11.4M	Buy	369,355 +9,355	+3%	+$314K	2.59%	7
2022 Q2	$11.9M	Buy	360,000 +235	+0.1%	+$8.01K	2.66%	6
2022 Q1	$12.2M	Buy	359,765 +140	+0%	+$4.71K	2.59%	7
2021 Q4	$12.2M	Buy	359,625 +4,165	+1%	+$133K	2.69%	6
2021 Q3	$11M	Sell	355,460 -1,965	-0.5%	-$62.7K	2.66%	6
2021 Q2	$11.5M	Sell	357,425 -3,110	-0.9%	-$101K	2.9%	6
2021 Q1	$11.4M	Buy	+360,535	New	+$10.9M	2.95%	4
2020 Q2	$10.1M	Buy	372,130 +13,175	+4%	+$353K	3.34%	4
2020 Q1	$8.88M	Sell	358,955 -4,865	-1%	-$135K	3.51%	2
2019 Q4	$10.6M	Sell	363,820 -4,640	-1%	-$131K	3.39%	2
2019 Q3	$10.3M	Sell	368,460 -4,385	-1%	-$120K	3.59%	2
2019 Q2	$9.98M	Sell	372,845 -1,030	-0.3%	-$27.5K	3.71%	2
2019 Q1	$9.81M	Sell	373,875 -2,145	-0.6%	-$53.2K	4.12%	2
2018 Q4	$8.76M	Sell	376,020 -2,575	-0.7%	-$65.2K	4.55%	1
2018 Q3	$9.72M	Buy	+378,595	New	+$9.76M	4.5%	1
2018 Q1	–	Sell	-372,415	Closed	-$9.96M	–	775
2017 Q4	$9.96M	Buy	+372,415	New	+$9.42M	7.16%	1

Other funds holding RSPS

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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

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

FIBOI

First International Bank of Israel Tel Aviv $340M AUM 14.61% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Certified Advisory Corp's RSPS Position: Q2 2025 in Review

Certified Advisory Corp sold out of Invesco S&P 500 Equal Weight Consumer Staples ETF (RSPS) in Q2 2025, closing a stake of 6,600 shares — an estimated $203K sold.

Certified Advisory Corp first reported a position in RSPS in Q4 2017 and held it in 26 quarters. The position peaked at $12.6M in Q1 2023. 115 funds tracked by Wall St. Rank hold RSPS as of Q2 2025.

Certified Advisory Corp reported no remaining Invesco S&P 500 Equal Weight Consumer Staples ETF position as of Q2 2025 after selling out during the quarter.
Certified Advisory Corp sold 6,600 Invesco S&P 500 Equal Weight Consumer Staples ETF shares in Q2 2025, an estimated $203K.
Certified Advisory Corp first reported a position in Invesco S&P 500 Equal Weight Consumer Staples ETF in Q4 2017 and held it in 26 quarters.
Certified Advisory Corp's Invesco S&P 500 Equal Weight Consumer Staples ETF position peaked at $12.6M in Q1 2023.
115 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Consumer Staples ETF as of Q2 2025.

Based on Certified Advisory Corp's 13F filing for Q2 2025, filed 14 Aug 2025.