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

Freedom Investment Management’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
-6,744
Closed -$202K – 577
2025
Q2 		$202K Sell
6,744
-151
-2% -$4.55K 0.02% 701
2025
Q1 		$213K Sell
6,895
-257
-4% -$7.69K 0.02% 694
2024
Q4 		$215K Sell
7,152
-714
-9% -$22.3K 0.02% 699
2024
Q3 		$255K Sell
7,866
-499
-6% -$15.8K 0.02% 650
2024
Q2 		$256K Sell
8,365
-1,421
-15% -$45.1K 0.02% 656
2024
Q1 		$322K Sell
9,786
-2,291
-19% -$72.4K 0.03% 579
2023
Q4 		$379K Sell
12,077
-578
-5% -$17.3K 0.03% 513
2023
Q3 		$380K Buy
+12,655
New +$413K 0.05% 432
2023
Q2 		– Sell
-41,430
Closed -$1.41M – 759
2023
Q1 		$1.41M Sell
41,430
-35,895
-46% -$1.21M 0.16% 171
2022
Q4 		$2.64M Sell
77,325
-3,855
-5% -$129K 0.3% 81
2022
Q3 		$2.5M Sell
81,180
-3,285
-4% -$110K 0.29% 82
2022
Q2 		$2.8M Sell
84,465
-9,220
-10% -$314K 0.3% 79
2022
Q1 		$3.17M Buy
93,685
+50,850
+119% +$1.71M 0.28% 83
2021
Q4 		$1.46M Buy
42,835
+34,445
+411% +$1.1M 0.11% 249
2021
Q3 		$258K Sell
8,390
-260
-3% -$8.29K 0.02% 679
2021
Q2 		$279K Sell
8,650
-775
-8% -$25.1K 0.02% 699
2021
Q1 		$298K Buy
+9,425
New +$286K 0.02% 674
2018
Q3 		– Sell
-39,155
Closed -$979K – 966
2018
Q2 		$979K Buy
39,155
+160
+0.4% +$3.93K 0.06% 349
2018
Q1 		$987K Sell
38,995
-395
-1% -$10.3K 0.05% 376
2017
Q4 		$1.05M Buy
39,390
+1,695
+4% +$42.9K 0.05% 346
2017
Q3 		$924K Buy
37,695
+4,450
+13% +$111K 0.05% 364
2017
Q2 		$829K Buy
33,245
+1,570
+5% +$39.8K 0.05% 386
2017
Q1 		$789K Buy
31,675
+6,750
+27% +$167K 0.05% 372
2016
Q4 		$595K Buy
+24,925
New +$595K 0.04% 427

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

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

Freedom Investment Management sold out of Invesco S&P 500 Equal Weight Consumer Staples ETF (RSPS) in Q3 2025, closing a stake of 6,744 shares — an estimated $202K sold.

Freedom Investment Management first reported a position in RSPS in Q4 2016 and held it in 24 quarters. The position peaked at $3.17M in Q1 2022. 106 funds tracked by Wall St. Rank hold RSPS as of Q3 2025.

  • Freedom Investment Management reported no remaining Invesco S&P 500 Equal Weight Consumer Staples ETF position as of Q3 2025 after selling out during the quarter.
  • Freedom Investment Management sold 6,744 Invesco S&P 500 Equal Weight Consumer Staples ETF shares in Q3 2025, an estimated $202K.
  • Freedom Investment Management first reported a position in Invesco S&P 500 Equal Weight Consumer Staples ETF in Q4 2016 and held it in 24 quarters.
  • Freedom Investment Management's Invesco S&P 500 Equal Weight Consumer Staples ETF position peaked at $3.17M in Q1 2022.
  • 106 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Consumer Staples ETF as of Q3 2025.

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