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

EMFO LLC’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
2024 Q2	$2.64K	Hold	55	–	–	﹤0.01%	259
2024 Q1	$2.8K	Hold	55	–	–	﹤0.01%	262
2023 Q4	$2.6K	Hold	55	–	–	﹤0.01%	259
2023 Q3	$2.3K	Buy	55 +1	+2%	+$45	﹤0.01%	273
2023 Q2	$2.54K	Hold	54	–	–	﹤0.01%	282
2023 Q1	$2.34K	Hold	54	–	–	﹤0.01%	289
2022 Q4	$2.15K	Hold	54	–	–	﹤0.01%	277
2022 Q3	$2K	Hold	54	–	–	﹤0.01%	307
2022 Q2	$2K	Hold	54	–	–	﹤0.01%	315
2022 Q1	$2K	Hold	54	–	–	﹤0.01%	322
2021 Q4	$3K	Hold	54	–	–	﹤0.01%	324
2021 Q3	$3K	Hold	54	–	–	﹤0.01%	339
2021 Q2	$3K	Buy	+54	New	+$2.64K	﹤0.01%	322

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

AWM

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

CacheTech Inc Logan, Utah $519M AUM 22.06% 1-Year Est. Return

RJFSA

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

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

LFA

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

EMFO LLC's RSPD Position: Q2 2024 in Review

EMFO LLC held its Invesco S&P 500 Equal Weight Consumer Discretionary ETF (RSPD) position steady in Q2 2024 at 55 shares worth $2.64K. The position accounts for ﹤0.01% of the portfolio, ranked #259.

EMFO LLC first reported a position in RSPD in Q2 2021 and has held it in 13 quarters since. The position peaked at $3K in Q4 2021. 98 funds tracked by Wall St. Rank hold RSPD as of Q2 2024.

EMFO LLC held 55 shares of Invesco S&P 500 Equal Weight Consumer Discretionary ETF worth $2.64K as of Q2 2024.
EMFO LLC left its Invesco S&P 500 Equal Weight Consumer Discretionary ETF share count unchanged in Q2 2024.
Invesco S&P 500 Equal Weight Consumer Discretionary ETF made up ﹤0.01% of EMFO LLC's portfolio in Q2 2024, its #259 holding.
EMFO LLC first reported a position in Invesco S&P 500 Equal Weight Consumer Discretionary ETF in Q2 2021 and has held it in 13 quarters since.
EMFO LLC's Invesco S&P 500 Equal Weight Consumer Discretionary ETF position peaked at $3K in Q4 2021.
98 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Consumer Discretionary ETF as of Q2 2024.

Based on EMFO LLC's 13F filing for Q2 2024, filed 26 Jul 2024.