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Custom Portfolio Group’s Invesco S&P 500 Equal Weight Consumer Staples ETF RSPS Stock Holding History

Custom Portfolio Group’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
Q2 		$13.8K Hold
450
– – 0.01% 158
2024
Q1 		$14.8K Hold
450
– – 0.01% 157
2023
Q4 		$14.1K Buy
+450
New +$13.5K 0.01% 153

Other funds holding RSPS

PF
Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 $1.55T AUM 33.47% 1-Year Est. Return
AAS
Ameritas Advisory Services Lincoln, Nebraska $4.96B AUM 27.52% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Custom Portfolio Group's RSPS Position: Q2 2024 in Review

Custom Portfolio Group held its Invesco S&P 500 Equal Weight Consumer Staples ETF (RSPS) position steady in Q2 2024 at 450 shares worth $13.8K. The position accounts for 0.01% of the portfolio, ranked #158.

Custom Portfolio Group first reported a position in RSPS in Q4 2023 and has held it in 3 quarters since. The position peaked at $14.8K in Q1 2024. 118 funds tracked by Wall St. Rank hold RSPS as of Q2 2024.

  • Custom Portfolio Group held 450 shares of Invesco S&P 500 Equal Weight Consumer Staples ETF worth $13.8K as of Q2 2024.
  • Custom Portfolio Group left its Invesco S&P 500 Equal Weight Consumer Staples ETF share count unchanged in Q2 2024.
  • Invesco S&P 500 Equal Weight Consumer Staples ETF made up 0.01% of Custom Portfolio Group's portfolio in Q2 2024, its #158 holding.
  • Custom Portfolio Group first reported a position in Invesco S&P 500 Equal Weight Consumer Staples ETF in Q4 2023 and has held it in 3 quarters since.
  • Custom Portfolio Group's Invesco S&P 500 Equal Weight Consumer Staples ETF position peaked at $14.8K in Q1 2024.
  • 118 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Consumer Staples ETF as of Q2 2024.

Based on Custom Portfolio Group's 13F filing for Q2 2024, filed 27 Aug 2024.