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

Financial Gravity 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	$2.46K	Buy	46 +16	+53%	+$919	﹤0.01%	705
2025 Q4	$1.71K	Sell	30 -77	-72%	-$4.34K	﹤0.01%	611
2025 Q3	$6.17K	Buy	+107	New	+$6.09K	﹤0.01%	647
2025 Q1	$6.99K	Buy	+140	New	+$7.44K	﹤0.01%	673
2024 Q2	$1.44K	Hold	30	–	–	﹤0.01%	786
2024 Q1	$1.43K	Sell	30 -71	-70%	-$3.42K	﹤0.01%	715
2023 Q4	$4.8K	Buy	+101	New	+$4.32K	﹤0.01%	599
2021 Q3	$144K	Sell	84 -42	-33%	-$2.07K	0.07%	259
2021 Q2	$309K	Buy	+126	New	+$6.16K	0.11%	122
2019 Q4	$1K	Sell	15 -27,087	-100%	-$969K	﹤0.01%	1347
2019 Q3	$944K	Sell	27,102 -9,072	-25%	-$312K	0.81%	25
2019 Q2	$1.26M	Sell	36,174 -10,299	-22%	-$359K	1.04%	18
2019 Q1	$1.63M	Buy	+46,473	New	+$1.55M	1.32%	13
2018 Q3	$97K	Sell	3,054 -69	-2%	-$2.43K	0.1%	216
2018 Q2	$109K	Sell	3,123 -213	-6%	-$7.18K	0.1%	198
2018 Q1	$109K	Buy	+3,336	New	+$113K	0.11%	177

Other funds holding RSPD

HIIFS

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

LJAC

L.J. Altfest & Co New York $1.03B AUM 36.74% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Leuthold Group Minneapolis, Minnesota $995M AUM 44.2% 1-Year Est. Return

FFA

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

Financial Gravity Asset Management's RSPD Position: Q1 2026 in Review

Financial Gravity Asset Management increased its Invesco S&P 500 Equal Weight Consumer Discretionary ETF (RSPD) stake by 53% in Q1 2026, buying an estimated $919 and bringing the position to 46 shares worth $2.46K. The position accounts for ﹤0.01% of the portfolio, ranked #705.

Financial Gravity Asset Management first reported a position in RSPD in Q1 2018 and has held it in 16 quarters since. The position peaked at $1.63M in Q1 2019. 86 funds tracked by Wall St. Rank hold RSPD as of Q1 2026.

Financial Gravity Asset Management held 46 shares of Invesco S&P 500 Equal Weight Consumer Discretionary ETF worth $2.46K as of Q1 2026.
Financial Gravity Asset Management bought 16 Invesco S&P 500 Equal Weight Consumer Discretionary ETF shares in Q1 2026, an estimated $919.
Invesco S&P 500 Equal Weight Consumer Discretionary ETF made up ﹤0.01% of Financial Gravity Asset Management's portfolio in Q1 2026, its #705 holding.
Financial Gravity Asset Management first reported a position in Invesco S&P 500 Equal Weight Consumer Discretionary ETF in Q1 2018 and has held it in 16 quarters since.
Financial Gravity Asset Management's Invesco S&P 500 Equal Weight Consumer Discretionary ETF position peaked at $1.63M in Q1 2019.
86 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Consumer Discretionary ETF as of Q1 2026.

Based on Financial Gravity Asset Management's 13F filing for Q1 2026, filed 8 May 2026.