Clearstead Advisors’s Invesco S&P 500 Equal Weight Consumer Discretionary ETF RSPD Stock Holding History

Clearstead Advisors’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
2026 Q2	$30.2K	Hold	540	–	–	﹤0.01%	1666
2026 Q1	$28.9K	Hold	540	–	–	﹤0.01%	1374
2025 Q4	$30.8K	Sell	540 -5,813	-92%	-$328K	﹤0.01%	1571
2025 Q3	$367K	Buy	6,353 +5,813	+1,076%	+$331K	﹤0.01%	726
2025 Q2	$28.7K	Hold	540	–	–	﹤0.01%	1477
2025 Q1	$26.9K	Hold	540	–	–	﹤0.01%	1335
2024 Q4	$28.9K	Sell	540 -10,636	-95%	-$569K	﹤0.01%	1290
2024 Q3	$582K	Buy	11,176 +5,151	+85%	+$250K	0.01%	535
2024 Q2	$289K	Buy	6,025 +5,485	+1,016%	+$264K	﹤0.01%	697
2024 Q1	$25.9K	Hold	540	–	–	﹤0.01%	898
2023 Q4	$25.7K	Hold	540	–	–	﹤0.01%	895
2023 Q3	$22.7K	Hold	540	–	–	﹤0.01%	866
2023 Q2	$24.8K	Hold	540	–	–	﹤0.01%	862
2023 Q1	$23K	Hold	540	–	–	﹤0.01%	828
2022 Q4	$21.2K	Hold	540	–	–	﹤0.01%	788
2022 Q3	$19K	Hold	540	–	–	﹤0.01%	784
2022 Q2	$19K	Hold	540	–	–	﹤0.01%	815
2022 Q1	$24K	Sell	540 -954	-64%	-$44.9K	﹤0.01%	825
2021 Q4	$78K	Hold	1,494	–	–	0.01%	582
2021 Q3	$72K	Hold	1,494	–	–	0.01%	551
2021 Q2	$74K	Hold	1,494	–	–	0.01%	499
2021 Q1	$70K	Buy	+1,494	New	+$66K	0.01%	494

Other funds holding RSPD

HIIFS

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

LJAC

L.J. Altfest & Co New York $1.03B AUM 36.74% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Clearstead Advisors's RSPD Position: Q2 2026 in Review

Clearstead Advisors held its Invesco S&P 500 Equal Weight Consumer Discretionary ETF (RSPD) position steady in Q2 2026 at 540 shares worth $30.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1666.

Clearstead Advisors first reported a position in RSPD in Q1 2021 and has held it in 22 quarters since. The position peaked at $582K in Q3 2024. 88 funds tracked by Wall St. Rank hold RSPD as of Q2 2026.

Clearstead Advisors held 540 shares of Invesco S&P 500 Equal Weight Consumer Discretionary ETF worth $30.2K as of Q2 2026.
Clearstead Advisors left its Invesco S&P 500 Equal Weight Consumer Discretionary ETF share count unchanged in Q2 2026.
Invesco S&P 500 Equal Weight Consumer Discretionary ETF made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #1666 holding.
Clearstead Advisors first reported a position in Invesco S&P 500 Equal Weight Consumer Discretionary ETF in Q1 2021 and has held it in 22 quarters since.
Clearstead Advisors's Invesco S&P 500 Equal Weight Consumer Discretionary ETF position peaked at $582K in Q3 2024.
88 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Consumer Discretionary ETF as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.