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

CX Institutional’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
2026 Q2	$94K	Sell	3,124 -8,716	-74%	-$260K	﹤0.01%	875
2026 Q1	$349K	Buy	11,840 +7,925	+202%	+$246K	0.01%	560
2025 Q4	$114K	Sell	3,915 -10,893	-74%	-$319K	﹤0.01%	830
2025 Q3	$433K	Buy	14,808 +13,807	+1,379%	+$418K	0.01%	471
2025 Q2	$30K	Sell	1,001 -2,192	-69%	-$66.1K	﹤0.01%	921
2025 Q1	$98K	Buy	3,193 +2,723	+579%	+$81.4K	﹤0.01%	751
2024 Q4	$14.1K	Buy	+470	New	+$14.7K	﹤0.01%	531

Other funds holding RSPS

Friedenthal Financial Marlton, New Jersey $216M AUM 21.15% 1-Year Est. Return

Walker Asset Management Verona, Missouri $198M AUM 27.67% 1-Year Est. Return

Sunbeam Capital Management Atlanta, Georgia $219M AUM 29.5% 1-Year Est. Return

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

Private Wealth Group Tampa, Florida $259M AUM 17.45% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

Strategic Investment Solutions Orland Park, Illinois $437M AUM 30.41% 1-Year Est. Return