Gradient Investments’s Invesco S&P 500 Equal Weight Consumer Staples ETF RSPS Stock Holding History

Gradient Investments’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
2024 Q1	–	Hold	0	–	–	–	1213
2019 Q4	–	Sell	-100	Closed	-$3K	–	1207
2019 Q3	$3K	Buy	+100	New	+$2.74K	﹤0.01%	884
2018 Q2	–	Sell	-400	Closed	-$10K	–	1120
2018 Q1	$10K	Hold	400	–	–	﹤0.01%	637
2017 Q4	$11K	Buy	+400	New	+$10.1K	﹤0.01%	585

Other funds holding RSPS

Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CAC

Certified Advisory Corp Altamonte Springs, Florida $1.24B AUM 21.71% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AAS

Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Affiance Financial St. Louis Park, Minnesota $695M AUM 17.33% 1-Year Est. Return

PWG

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

Gradient Investments's RSPS Position: Q1 2024 in Review

Gradient Investments held its Invesco S&P 500 Equal Weight Consumer Staples ETF (RSPS) position steady in Q1 2024 at 0 shares worth $7. The position accounts for ﹤0.01% of the portfolio, ranked #1213.

Gradient Investments first reported a position in RSPS in Q4 2017 and has held it in 3 quarters since. The position peaked at $11K in Q4 2017. 123 funds tracked by Wall St. Rank hold RSPS as of Q1 2024.

Gradient Investments held 0 shares of Invesco S&P 500 Equal Weight Consumer Staples ETF worth $7 as of Q1 2024.
Gradient Investments left its Invesco S&P 500 Equal Weight Consumer Staples ETF share count unchanged in Q1 2024.
Invesco S&P 500 Equal Weight Consumer Staples ETF made up ﹤0.01% of Gradient Investments's portfolio in Q1 2024, its #1213 holding.
Gradient Investments first reported a position in Invesco S&P 500 Equal Weight Consumer Staples ETF in Q4 2017 and has held it in 3 quarters since.
Gradient Investments's Invesco S&P 500 Equal Weight Consumer Staples ETF position peaked at $11K in Q4 2017.
123 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Consumer Staples ETF as of Q1 2024.

Based on Gradient Investments's 13F filing for Q1 2024, filed 23 Apr 2024.