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Freedom Investment Management’s Invesco S&P 500 Equal Weight Consumer Discretionary ETF RSPD Stock Holding History

Freedom Investment 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
2025
Q3 		– Sell
-8,599
Closed -$458K – 573
2025
Q2 		$458K Sell
8,599
-204
-2% -$10.3K 0.04% 473
2025
Q1 		$439K Sell
8,803
-1,170
-12% -$62.2K 0.04% 461
2024
Q4 		$533K Sell
9,973
-1,098
-10% -$58.7K 0.04% 412
2024
Q3 		$577K Sell
11,071
-724
-6% -$35.2K 0.05% 389
2024
Q2 		$567K Sell
11,795
-2,430
-17% -$117K 0.05% 399
2024
Q1 		$726K Sell
14,225
-4,063
-22% -$195K 0.06% 338
2023
Q4 		$870K Sell
18,288
-1,525
-8% -$65.3K 0.07% 289
2023
Q3 		$834K Buy
+19,813
New +$894K 0.1% 250
2023
Q2 		– Sell
-66,666
Closed -$2.84M – 756
2023
Q1 		$2.84M Sell
66,666
-57,567
-46% -$2.46M 0.32% 66
2022
Q4 		$4.88M Sell
124,233
-879
-0.7% -$34.2K 0.55% 27
2022
Q3 		$4.37M Buy
125,112
+4,179
+3% +$163K 0.5% 37
2022
Q2 		$4.32M Sell
120,933
-8,106
-6% -$330K 0.46% 45
2022
Q1 		$5.82M Buy
129,039
+70,863
+122% +$3.34M 0.52% 30
2021
Q4 		$3.04M Buy
58,176
+47,718
+456% +$2.44M 0.22% 113
2021
Q3 		$503K Sell
10,458
-276
-3% -$13.6K 0.04% 505
2021
Q2 		$530K Sell
10,734
-459
-4% -$22.5K 0.04% 522
2021
Q1 		$526K Buy
+11,193
New +$495K 0.04% 507
2018
Q3 		– Sell
-48,369
Closed -$1.67M – 960
2018
Q2 		$1.67M Buy
48,369
+1,176
+2% +$39.6K 0.1% 210
2018
Q1 		$1.55M Buy
47,193
+1,929
+4% +$65.6K 0.08% 240
2017
Q4 		$1.51M Buy
45,264
+504
+1% +$15.9K 0.08% 230
2017
Q3 		$1.39M Buy
44,760
+5,784
+15% +$177K 0.08% 226
2017
Q2 		$1.2M Buy
38,976
+3,711
+11% +$114K 0.07% 248
2017
Q1 		$1.09M Buy
35,265
+4,887
+16% +$148K 0.06% 265
2016
Q4 		$894K Buy
+30,378
New +$897K 0.06% 280

Other funds holding RSPD

HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
SWP
Strategic Wealth Partners Independence, Ohio $1.44B AUM 21.2% 1-Year Est. Return
LFA
Legend Financial Advisors Pittsburgh, Pennsylvania $155M AUM 36.74% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
PAS
Park Avenue Securities New York $12.8B AUM 19.38% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Freedom Investment Management's RSPD Position: Q3 2025 in Review

Freedom Investment Management sold out of Invesco S&P 500 Equal Weight Consumer Discretionary ETF (RSPD) in Q3 2025, closing a stake of 8,599 shares — an estimated $458K sold.

Freedom Investment Management first reported a position in RSPD in Q4 2016 and held it in 24 quarters. The position peaked at $5.82M in Q1 2022. 87 funds tracked by Wall St. Rank hold RSPD as of Q3 2025.

  • Freedom Investment Management reported no remaining Invesco S&P 500 Equal Weight Consumer Discretionary ETF position as of Q3 2025 after selling out during the quarter.
  • Freedom Investment Management sold 8,599 Invesco S&P 500 Equal Weight Consumer Discretionary ETF shares in Q3 2025, an estimated $458K.
  • Freedom Investment Management first reported a position in Invesco S&P 500 Equal Weight Consumer Discretionary ETF in Q4 2016 and held it in 24 quarters.
  • Freedom Investment Management's Invesco S&P 500 Equal Weight Consumer Discretionary ETF position peaked at $5.82M in Q1 2022.
  • 87 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Consumer Discretionary ETF as of Q3 2025.

Based on Freedom Investment Management's 13F filing for Q3 2025, filed 14 Nov 2025.