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

Empirical Asset Management’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 Q1	$217K	Hold	7,360	–	–	0.06%	351
2025 Q4	$214K	Sell	7,360 -205	-3%	-$6K	0.06%	311
2025 Q3	$221K	Hold	7,565	–	–	0.06%	329
2025 Q2	$227K	Hold	7,565	–	–	0.07%	288
2025 Q1	$233K	Sell	7,565 -375	-5%	-$11.2K	0.08%	285
2024 Q4	$239K	Sell	7,940 -1,460	-16%	-$45.7K	0.08%	272
2024 Q3	$304K	Sell	9,400 -115	-1%	-$3.64K	0.11%	229
2024 Q2	$291K	Sell	9,515 -115	-1%	-$3.65K	0.11%	255
2024 Q1	$317K	Buy	+9,630	New	+$304K	0.15%	195

Other funds holding RSPS

Bank of America

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

Thrivent Financial for Lutherans

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return

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

Cetera Investment Advisers

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Cedar Cove Wealth Partners Bloomington, Minnesota $191M AUM

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

First International Bank of Israel Tel Aviv $340M AUM 14.61% 1-Year Est. Return

HighTower Advisors

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

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return