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Fortune Financial Advisors’s Invesco S&P 500 Equal Weight Consumer Staples ETF RSPS Stock Holding History

Fortune Financial Advisors’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
2025
Q3 		– Sell
-8,021
Closed -$240K – 98
2025
Q2 		$240K Sell
8,021
-849
-10% -$25.6K 0.19% 86
2025
Q1 		$273K Buy
8,870
+10
+0.1% +$299 0.24% 82
2024
Q4 		$267K Buy
8,860
+12
+0.1% +$376 0.24% 79
2024
Q3 		$286K Sell
8,848
-1,126
-11% -$35.7K 0.26% 76
2024
Q2 		$305K Buy
9,974
+11
+0.1% +$349 0.19% 105
2024
Q1 		$328K Sell
9,963
-139
-1% -$4.39K 0.21% 105
2023
Q4 		$317K Sell
10,102
-1,311
-11% -$39.2K 0.22% 98
2023
Q3 		$343K Sell
11,413
-932
-8% -$30.4K 0.26% 88
2023
Q2 		$413K Buy
+12,345
New +$421K 0.31% 80

Other funds holding RSPS

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
FIBOI
First International Bank of Israel Tel Aviv $340M AUM 14.61% 1-Year Est. Return
PWG
Private Wealth Group Tampa, Florida $259M AUM 17.45% 1-Year Est. Return

Fortune Financial Advisors's RSPS Position: Q3 2025 in Review

Fortune Financial Advisors sold out of Invesco S&P 500 Equal Weight Consumer Staples ETF (RSPS) in Q3 2025, closing a stake of 8,021 shares — an estimated $240K sold.

Fortune Financial Advisors first reported a position in RSPS in Q2 2023 and held it in 9 quarters. The position peaked at $413K in Q2 2023. 106 funds tracked by Wall St. Rank hold RSPS as of Q3 2025.

  • Fortune Financial Advisors reported no remaining Invesco S&P 500 Equal Weight Consumer Staples ETF position as of Q3 2025 after selling out during the quarter.
  • Fortune Financial Advisors sold 8,021 Invesco S&P 500 Equal Weight Consumer Staples ETF shares in Q3 2025, an estimated $240K.
  • Fortune Financial Advisors first reported a position in Invesco S&P 500 Equal Weight Consumer Staples ETF in Q2 2023 and held it in 9 quarters.
  • Fortune Financial Advisors's Invesco S&P 500 Equal Weight Consumer Staples ETF position peaked at $413K in Q2 2023.
  • 106 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Consumer Staples ETF as of Q3 2025.

Based on Fortune Financial Advisors's 13F filing for Q3 2025, filed 5 Nov 2025.