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

Corient Private Wealth’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 Q1	$275K	Sell	5,145 -5,145	-50%	-$296K	﹤0.01%	2365
2025 Q4	$587K	Buy	10,290 +5,146	+100%	+$290K	﹤0.01%	2212
2025 Q3	$297K	Hold	5,144	–	–	﹤0.01%	2117
2025 Q2	$274K	Buy	5,144 +1	+0%	+$50	﹤0.01%	2042
2025 Q1	$257K	Sell	5,143 -54	-1%	-$2.87K	﹤0.01%	1940
2024 Q4	$278K	Sell	5,197 -465	-8%	-$24.9K	﹤0.01%	1938
2024 Q3	$295K	Sell	5,662 -6,171	-52%	-$300K	﹤0.01%	2016
2024 Q2	$568K	Sell	11,833 -71	-0.6%	-$3.41K	﹤0.01%	1575
2024 Q1	$607K	Buy	11,904 +6,763	+132%	+$325K	﹤0.01%	1531
2023 Q4	$244K	Sell	5,141 -1,197	-19%	-$51.2K	﹤0.01%	1973
2023 Q3	$267K	Sell	6,338 -685	-10%	-$30.9K	﹤0.01%	1799
2023 Q2	$323K	Hold	7,023	–	–	﹤0.01%	1659
2023 Q1	$299K	Buy	7,023 +804	+13%	+$34.3K	﹤0.01%	1609
2022 Q4	$244K	Buy	+6,219	New	+$242K	﹤0.01%	1413

Other funds holding RSPD

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

LJAC

L.J. Altfest & Co New York $935M AUM 27.19% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PAS

Park Avenue Securities New York $12.8B AUM 19.38% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Leuthold Group Minneapolis, Minnesota $939M AUM 37.7% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Corient Private Wealth's RSPD Position: Q1 2026 in Review

Corient Private Wealth reduced its Invesco S&P 500 Equal Weight Consumer Discretionary ETF (RSPD) stake by 50% in Q1 2026, selling an estimated $296K and leaving 5,145 shares worth $275K. The position accounts for ﹤0.01% of the portfolio, ranked #2365.

Corient Private Wealth first reported a position in RSPD in Q4 2022 and has held it in 14 quarters since. The position peaked at $607K in Q1 2024. 86 funds tracked by Wall St. Rank hold RSPD as of Q1 2026.

Corient Private Wealth held 5,145 shares of Invesco S&P 500 Equal Weight Consumer Discretionary ETF worth $275K as of Q1 2026.
Corient Private Wealth sold 5,145 Invesco S&P 500 Equal Weight Consumer Discretionary ETF shares in Q1 2026, an estimated $296K.
Invesco S&P 500 Equal Weight Consumer Discretionary ETF made up ﹤0.01% of Corient Private Wealth's portfolio in Q1 2026, its #2365 holding.
Corient Private Wealth first reported a position in Invesco S&P 500 Equal Weight Consumer Discretionary ETF in Q4 2022 and has held it in 14 quarters since.
Corient Private Wealth's Invesco S&P 500 Equal Weight Consumer Discretionary ETF position peaked at $607K in Q1 2024.
86 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Consumer Discretionary ETF as of Q1 2026.

Based on Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.