Empirical Asset Management’s Invesco S&P 500 Equal Weight Consumer Discretionary ETF RSPD Stock Holding History

Empirical Asset Management’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 Q1	$274K	Hold	5,116	–	–	0.07%	306
2025 Q4	$292K	Hold	5,116	–	–	0.08%	268
2025 Q3	$295K	Hold	5,116	–	–	0.08%	294
2025 Q2	$272K	Sell	5,116 -294	-5%	-$14.8K	0.08%	272
2025 Q1	$270K	Buy	5,410 +34	+0.6%	+$1.81K	0.09%	259
2024 Q4	$287K	Hold	5,376	–	–	0.1%	235
2024 Q3	$280K	Sell	5,376 -479	-8%	-$23.3K	0.1%	240
2024 Q2	$281K	Sell	5,855 -88	-1%	-$4.23K	0.11%	260
2024 Q1	$303K	Buy	+5,943	New	+$286K	0.15%	201

Other funds holding RSPD

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

Raymond James Financial

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

HighTower Advisors

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

L.J. Altfest & Co New York $935M AUM 27.19% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Park Avenue Securities New York $12.8B AUM 19.38% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Leuthold Group Minneapolis, Minnesota $939M AUM 37.7% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $10.6B AUM 19.99% 1-Year Est. Return