First Heartland Consultants’s Invesco S&P 500 Equal Weight Consumer Staples ETF RSPS Stock Holding History

First Heartland Consultants’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 Q2	$507K	Sell	16,922 -381	-2%	-$11.3K	0.03%	323
2026 Q1	$510K	Sell	17,303 -3,205	-16%	-$99.5K	0.04%	283
2025 Q4	$595K	Sell	20,508 -802	-4%	-$23.5K	0.05%	260
2025 Q3	$623K	Sell	21,310 -3,111	-13%	-$94.3K	0.05%	240
2025 Q2	$732K	Sell	24,421 -1,109	-4%	-$33.4K	0.07%	202
2025 Q1	$787K	Sell	25,530 -2,286	-8%	-$68.4K	0.08%	177
2024 Q4	$837K	Sell	27,816 -1,377	-5%	-$43.1K	0.09%	169
2024 Q3	$945K	Sell	29,193 -3,547	-11%	-$112K	0.1%	145
2024 Q2	$1K	Sell	32,740 -552	-2%	-$17.5K	0.07%	173
2024 Q1	$1.1M	Sell	33,292 -542	-2%	-$17.1K	0.11%	155
2023 Q4	$1.06M	Buy	33,834 +1,252	+4%	+$37.5K	0.13%	137
2023 Q3	$979K	Buy	32,582 +2,027	+7%	+$66.2K	0.12%	146
2023 Q2	$1.02M	Buy	30,555 +1,720	+6%	+$58.7K	0.13%	137
2023 Q1	$983K	Buy	28,835 +5,925	+26%	+$199K	0.15%	135
2022 Q4	$781K	Buy	22,910 +2,890	+14%	+$96.8K	0.13%	145
2022 Q3	$615	Sell	20,020 -59,520	-75%	-$2M	0.05%	164
2022 Q2	$2.63M	Buy	79,540 +60,790	+324%	+$2.07M	0.41%	57
2022 Q1	$634K	Buy	18,750 +55	+0.3%	+$1.85K	0.1%	159
2021 Q4	$634	Buy	18,695 +5,520	+42%	+$177K	0.02%	164
2021 Q3	$406K	Buy	13,175 +4,400	+50%	+$140K	0.06%	232
2021 Q2	$283K	Sell	8,775 -62,400	-88%	-$2.02M	0.04%	293
2021 Q1	$2.25M	Sell	71,175 -2,050	-3%	-$62.1K	0.36%	75
2020 Q4	$2.22M	Sell	73,225 -16,965	-19%	-$501K	0.37%	64
2020 Q3	$2.58M	Buy	90,190 +77,135	+591%	+$2.21M	0.49%	50
2020 Q2	$354K	Sell	13,055 -39,835	-75%	-$1.07M	0.07%	195
2020 Q1	$1.31M	Buy	52,890 +22,380	+73%	+$623K	0.34%	72
2019 Q4	$891K	Buy	30,510 +6,185	+25%	+$175K	0.18%	122
2019 Q3	$683K	Buy	+24,325	New	+$668K	0.15%	134
2019 Q1	–	Sell	-94,410	Closed	-$2.2M	–	284
2018 Q4	$2.2M	Sell	94,410 -2,430	-3%	-$61.5K	0.82%	38
2018 Q3	$2.49M	Buy	+96,840	New	+$2.5M	0.78%	42
2017 Q1	–	Sell	-9,670	Closed	-$231K	–	346
2016 Q4	$231K	Sell	9,670 -1,145	-11%	-$27.3K	0.07%	287
2016 Q3	$265K	Sell	10,815 -1,555	-13%	-$39.3K	0.08%	262
2016 Q2	$319	Buy	12,370 +1,525	+14%	+$37.4K	0.04%	219
2016 Q1	$264K	Buy	+10,845	New	+$252K	0.1%	214

Other funds holding RSPS

Friedenthal Financial Marlton, New Jersey $217M AUM 21.15% 1-Year Est. Return

FFA

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

WAM

Walker Asset Management Verona, Missouri $198M AUM 27.67% 1-Year Est. Return

SCM

Sunbeam Capital Management Atlanta, Georgia $219M AUM 29.5% 1-Year Est. Return

PWG

Private Wealth Group Tampa, Florida $259M AUM 17.45% 1-Year Est. Return

FFN

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

RWM

Redstone Wealth Management Oklahoma City, Oklahoma $153M AUM

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

First Heartland Consultants's RSPS Position: Q2 2026 in Review

First Heartland Consultants reduced its Invesco S&P 500 Equal Weight Consumer Staples ETF (RSPS) stake by 2.2% in Q2 2026, selling an estimated $11.3K and leaving 16,922 shares worth $507K. The position accounts for 0.03% of the portfolio, ranked #323.

First Heartland Consultants first reported a position in RSPS in Q1 2016 and has held it in 34 quarters since. The position peaked at $2.63M in Q2 2022. 14 funds tracked by Wall St. Rank hold RSPS as of Q2 2026.

First Heartland Consultants held 16,922 shares of Invesco S&P 500 Equal Weight Consumer Staples ETF worth $507K as of Q2 2026.
First Heartland Consultants sold 381 Invesco S&P 500 Equal Weight Consumer Staples ETF shares in Q2 2026, an estimated $11.3K.
Invesco S&P 500 Equal Weight Consumer Staples ETF made up 0.03% of First Heartland Consultants's portfolio in Q2 2026, its #323 holding.
First Heartland Consultants first reported a position in Invesco S&P 500 Equal Weight Consumer Staples ETF in Q1 2016 and has held it in 34 quarters since.
First Heartland Consultants's Invesco S&P 500 Equal Weight Consumer Staples ETF position peaked at $2.63M in Q2 2022.
14 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Consumer Staples ETF as of Q2 2026.

Based on First Heartland Consultants's 13F filing for Q2 2026, filed 8 Jul 2026.