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

CX Institutional’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 Q3	$96K	Buy	1,862 +598	+47%	+$33.2K	﹤0.01%	884
2026 Q2	$71K	Sell	1,264 -7,768	-86%	-$427K	﹤0.01%	923
2026 Q1	$483K	Buy	9,032 +8,909	+7,243%	+$512K	0.01%	469
2025 Q4	$7K	Sell	123 -2,776	-96%	-$157K	﹤0.01%	1237
2025 Q3	$167K	Buy	2,899 +2,799	+2,799%	+$159K	0.01%	740
2025 Q2	$5K	Sell	100 -4	-4%	-$201	﹤0.01%	1103
2025 Q1	$5K	Buy	+104	New	+$5.53K	﹤0.01%	1072

Other funds holding RSPD

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

LPT

Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return

SFGP

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

CX Institutional's RSPD Position: Q3 2026 in Review

CX Institutional increased its Invesco S&P 500 Equal Weight Consumer Discretionary ETF (RSPD) stake by 47% in Q3 2026, buying an estimated $33.2K and bringing the position to 1,862 shares worth $96K. The position accounts for ﹤0.01% of the portfolio, ranked #884.

CX Institutional first reported a position in RSPD in Q1 2025 and has held it in 7 quarters since. The position peaked at $483K in Q1 2026. 5 funds tracked by Wall St. Rank hold RSPD as of Q3 2026.

CX Institutional held 1,862 shares of Invesco S&P 500 Equal Weight Consumer Discretionary ETF worth $96K as of Q3 2026.
CX Institutional bought 598 Invesco S&P 500 Equal Weight Consumer Discretionary ETF shares in Q3 2026, an estimated $33.2K.
Invesco S&P 500 Equal Weight Consumer Discretionary ETF made up ﹤0.01% of CX Institutional's portfolio in Q3 2026, its #884 holding.
CX Institutional first reported a position in Invesco S&P 500 Equal Weight Consumer Discretionary ETF in Q1 2025 and has held it in 7 quarters since.
CX Institutional's Invesco S&P 500 Equal Weight Consumer Discretionary ETF position peaked at $483K in Q1 2026.
5 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Consumer Discretionary ETF as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.