Envestnet Portfolio Solutions’s Invesco S&P 500 Equal Weight Consumer Discretionary ETF RSPD Stock Holding History

Envestnet Portfolio Solutions’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
2025 Q4	–	Sell	-4,536	Closed	-$262K	–	1545
2025 Q3	$262K	Buy	+4,536	New	+$258K	﹤0.01%	1310
2024 Q3	–	Sell	-7,203	Closed	-$346K	–	1732
2024 Q2	$346K	Sell	7,203 -142	-2%	-$6.82K	﹤0.01%	1299
2024 Q1	$375K	Sell	7,345 -631	-8%	-$30.4K	﹤0.01%	1242
2023 Q4	$379K	Buy	+7,976	New	+$341K	﹤0.01%	1176

Other funds holding RSPD

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

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

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

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

LFA

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

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

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

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

UAS

United Asset Strategies Garden City, New York $1.41B AUM 27.73% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Envestnet Portfolio Solutions's RSPD Position: Q4 2025 in Review

Envestnet Portfolio Solutions sold out of Invesco S&P 500 Equal Weight Consumer Discretionary ETF (RSPD) in Q4 2025, closing a stake of 4,536 shares — an estimated $262K sold.

Envestnet Portfolio Solutions first reported a position in RSPD in Q4 2023 and held it in 4 quarters. The position peaked at $379K in Q4 2023. 86 funds tracked by Wall St. Rank hold RSPD as of Q4 2025.

Envestnet Portfolio Solutions reported no remaining Invesco S&P 500 Equal Weight Consumer Discretionary ETF position as of Q4 2025 after selling out during the quarter.
Envestnet Portfolio Solutions sold 4,536 Invesco S&P 500 Equal Weight Consumer Discretionary ETF shares in Q4 2025, an estimated $262K.
Envestnet Portfolio Solutions first reported a position in Invesco S&P 500 Equal Weight Consumer Discretionary ETF in Q4 2023 and held it in 4 quarters.
Envestnet Portfolio Solutions's Invesco S&P 500 Equal Weight Consumer Discretionary ETF position peaked at $379K in Q4 2023.
86 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Consumer Discretionary ETF as of Q4 2025.

Based on Envestnet Portfolio Solutions's 13F filing for Q4 2025, filed 6 Feb 2026.