DB Wealth Management Group’s Invesco S&P 500 Equal Weight Consumer Discretionary ETF RSPD Stock Holding History

DB Wealth Management Group’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
2023 Q4	$21.5K	Buy	453 +1	+0.2%	+$43	0.01%	228
2023 Q3	$19K	Buy	452 +2	+0.4%	+$90	0.01%	228
2023 Q2	$20.7K	Hold	450	–	–	0.01%	229
2023 Q1	$19.1K	Buy	450 +3	+0.7%	+$128	0.01%	233
2022 Q4	$17.6K	Sell	447 -414	-48%	-$16.1K	0.01%	235
2022 Q3	$30K	Buy	861 +3	+0.3%	+$117	0.02%	190
2022 Q2	$31K	Hold	858	–	–	0.02%	191
2022 Q1	$39K	Hold	858	–	–	0.02%	187
2021 Q4	$45K	Buy	858 +3	+0.4%	+$153	0.03%	170
2021 Q3	$41K	Buy	855 +414	+94%	+$20.4K	0.03%	176
2021 Q2	$22K	Hold	441	–	–	0.01%	222
2021 Q1	$21K	Hold	441	–	–	0.01%	231
2020 Q4	$18K	Buy	+441	New	+$16.7K	0.01%	234

Other funds holding RSPD

HIIFS

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

AWM

Adams Wealth Management Logan, Utah $455M AUM 22.33% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LFA

Legend Financial Advisors Pittsburgh, Pennsylvania $176M AUM 57.06% 1-Year Est. Return

OAM

Oppenheimer Asset Management New York $8.76B AUM 23.12% 1-Year Est. Return

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

DB Wealth Management Group's RSPD Position: Q4 2023 in Review

DB Wealth Management Group increased its Invesco S&P 500 Equal Weight Consumer Discretionary ETF (RSPD) stake by 0.22% in Q4 2023, buying an estimated $43 and bringing the position to 453 shares worth $21.5K. The position accounts for 0.01% of the portfolio, ranked #228.

DB Wealth Management Group first reported a position in RSPD in Q4 2020 and has held it in 13 quarters since. The position peaked at $45K in Q4 2021. 105 funds tracked by Wall St. Rank hold RSPD as of Q4 2023.

DB Wealth Management Group held 453 shares of Invesco S&P 500 Equal Weight Consumer Discretionary ETF worth $21.5K as of Q4 2023.
DB Wealth Management Group bought 1 Invesco S&P 500 Equal Weight Consumer Discretionary ETF share in Q4 2023, an estimated $43.
Invesco S&P 500 Equal Weight Consumer Discretionary ETF made up 0.01% of DB Wealth Management Group's portfolio in Q4 2023, its #228 holding.
DB Wealth Management Group first reported a position in Invesco S&P 500 Equal Weight Consumer Discretionary ETF in Q4 2020 and has held it in 13 quarters since.
DB Wealth Management Group's Invesco S&P 500 Equal Weight Consumer Discretionary ETF position peaked at $45K in Q4 2021.
105 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Consumer Discretionary ETF as of Q4 2023.

Based on DB Wealth Management Group's 13F filing for Q4 2023, filed 9 Jan 2024.