Essex Financial Services’s Invesco S&P 500 Equal Weight Consumer Discretionary ETF RSPD Stock Holding History

Essex Financial Services’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
2023 Q2	–	Sell	-5,079	Closed	-$217K	–	505
2023 Q1	$217K	Sell	5,079 -189	-4%	-$8.06K	0.02%	454
2022 Q4	$206K	Buy	+5,268	New	+$205K	0.02%	451
2022 Q2	–	Sell	-8,811	Closed	-$398K	–	517
2022 Q1	$398K	Buy	8,811 +15	+0.2%	+$707	0.04%	319
2021 Q4	$459K	Buy	+8,796	New	+$450K	0.05%	300

Other funds holding RSPD

Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return

HIIFS

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

RJFSA

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

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

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

OAM

Oppenheimer Asset Management New York $8.76B AUM 23.12% 1-Year Est. Return

JCM

Janney Capital Management Pittsburgh, Pennsylvania $1.59B AUM 23.25% 1-Year Est. Return

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

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

Essex Financial Services's RSPD Position: Q2 2023 in Review

Essex Financial Services sold out of Invesco S&P 500 Equal Weight Consumer Discretionary ETF (RSPD) in Q2 2023, closing a stake of 5,079 shares — an estimated $217K sold.

Essex Financial Services first reported a position in RSPD in Q4 2021 and held it in 4 quarters. The position peaked at $459K in Q4 2021. 88 funds tracked by Wall St. Rank hold RSPD as of Q2 2023.

Essex Financial Services reported no remaining Invesco S&P 500 Equal Weight Consumer Discretionary ETF position as of Q2 2023 after selling out during the quarter.
Essex Financial Services sold 5,079 Invesco S&P 500 Equal Weight Consumer Discretionary ETF shares in Q2 2023, an estimated $217K.
Essex Financial Services first reported a position in Invesco S&P 500 Equal Weight Consumer Discretionary ETF in Q4 2021 and held it in 4 quarters.
Essex Financial Services's Invesco S&P 500 Equal Weight Consumer Discretionary ETF position peaked at $459K in Q4 2021.
88 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Consumer Discretionary ETF as of Q2 2023.

Based on Essex Financial Services's 13F filing for Q2 2023, filed 9 Aug 2023.