EH
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Equitable Holdings’s Invesco S&P 500 Equal Weight Consumer Discretionary ETF RSPD Stock Holding History

Equitable Holdings’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
Q1 		– Sell
-7,382
Closed -$351K – 1199
2023
Q4 		$351K Sell
7,382
-11,120
-60% -$476K ﹤0.01% 888
2023
Q3 		$779K Buy
+18,502
New +$834K 0.01% 607

Other funds holding RSPD

HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return
Bank of America
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AWM
Adams Wealth Management Logan, Utah $455M AUM 22.33% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
LFA
Legend Financial Advisors Pittsburgh, Pennsylvania $155M AUM 36.74% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Equitable Holdings's RSPD Position: Q1 2024 in Review

Equitable Holdings sold out of Invesco S&P 500 Equal Weight Consumer Discretionary ETF (RSPD) in Q1 2024, closing a stake of 7,382 shares — an estimated $351K sold.

Equitable Holdings first reported a position in RSPD in Q3 2023 and held it in 2 quarters. The position peaked at $779K in Q3 2023. 94 funds tracked by Wall St. Rank hold RSPD as of Q1 2024.

  • Equitable Holdings reported no remaining Invesco S&P 500 Equal Weight Consumer Discretionary ETF position as of Q1 2024 after selling out during the quarter.
  • Equitable Holdings sold 7,382 Invesco S&P 500 Equal Weight Consumer Discretionary ETF shares in Q1 2024, an estimated $351K.
  • Equitable Holdings first reported a position in Invesco S&P 500 Equal Weight Consumer Discretionary ETF in Q3 2023 and held it in 2 quarters.
  • Equitable Holdings's Invesco S&P 500 Equal Weight Consumer Discretionary ETF position peaked at $779K in Q3 2023.
  • 94 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Consumer Discretionary ETF as of Q1 2024.

Based on Equitable Holdings's 13F filing for Q1 2024, filed 14 May 2024.