Cetera Advisor Networks’s Invesco S&P 500 Equal Weight Consumer Discretionary ETF RSPD Stock Holding History

Cetera Advisor Networks’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 Q1	$253K	Sell	4,961 -4,172	-46%	-$201K	﹤0.01%	2409
2023 Q4	$434K	Sell	9,133 -1,939	-18%	-$83K	﹤0.01%	1996
2023 Q3	$466K	Buy	11,072 +5,657	+104%	+$255K	﹤0.01%	1813
2023 Q2	$249K	Buy	+5,415	New	+$232K	﹤0.01%	2209

Other funds holding RSPD

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

AWM

Adams Wealth Management Logan, Utah $522M AUM 38.58% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

LFA

Legend Financial Advisors Pittsburgh, Pennsylvania $176M AUM 57.06% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Cetera Advisor Networks's RSPD Position: Q1 2024 in Review

Cetera Advisor Networks reduced its Invesco S&P 500 Equal Weight Consumer Discretionary ETF (RSPD) stake by 46% in Q1 2024, selling an estimated $201K and leaving 4,961 shares worth $253K. The position accounts for ﹤0.01% of the portfolio, ranked #2409.

Cetera Advisor Networks first reported a position in RSPD in Q2 2023 and has held it in 4 quarters since. The position peaked at $466K in Q3 2023. 94 funds tracked by Wall St. Rank hold RSPD as of Q1 2024.

Cetera Advisor Networks held 4,961 shares of Invesco S&P 500 Equal Weight Consumer Discretionary ETF worth $253K as of Q1 2024.
Cetera Advisor Networks sold 4,172 Invesco S&P 500 Equal Weight Consumer Discretionary ETF shares in Q1 2024, an estimated $201K.
Invesco S&P 500 Equal Weight Consumer Discretionary ETF made up ﹤0.01% of Cetera Advisor Networks's portfolio in Q1 2024, its #2409 holding.
Cetera Advisor Networks first reported a position in Invesco S&P 500 Equal Weight Consumer Discretionary ETF in Q2 2023 and has held it in 4 quarters since.
Cetera Advisor Networks's Invesco S&P 500 Equal Weight Consumer Discretionary ETF position peaked at $466K in Q3 2023.
94 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Consumer Discretionary ETF as of Q1 2024.

Based on Cetera Advisor Networks's 13F filing for Q1 2024, filed 15 May 2024.