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 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

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

CX Institutional's RSPD Position: Q2 2026 in Review

CX Institutional reduced its Invesco S&P 500 Equal Weight Consumer Discretionary ETF (RSPD) stake by 86% in Q2 2026, selling an estimated $427K and leaving 1,264 shares worth $71K. The position accounts for ﹤0.01% of the portfolio, ranked #923.

CX Institutional first reported a position in RSPD in Q1 2025 and has held it in 6 quarters since. The position peaked at $483K in Q1 2026. 88 funds tracked by Wall St. Rank hold RSPD as of Q2 2026.

CX Institutional held 1,264 shares of Invesco S&P 500 Equal Weight Consumer Discretionary ETF worth $71K as of Q2 2026.
CX Institutional sold 7,768 Invesco S&P 500 Equal Weight Consumer Discretionary ETF shares in Q2 2026, an estimated $427K.
Invesco S&P 500 Equal Weight Consumer Discretionary ETF made up ﹤0.01% of CX Institutional's portfolio in Q2 2026, its #923 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 6 quarters since.
CX Institutional's Invesco S&P 500 Equal Weight Consumer Discretionary ETF position peaked at $483K in Q1 2026.
88 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Consumer Discretionary ETF as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.