Great Valley Advisor Group’s Invesco S&P 500 Equal Weight Consumer Discretionary ETF RSPD Stock Holding History

Great Valley Advisor Group’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
2026 Q2	$262K	Sell	4,684 -1,765	-27%	-$97K	﹤0.01%	891
2026 Q1	$345K	Buy	6,449 +3	+0%	+$172	0.01%	782
2025 Q4	$367K	Sell	6,446 -43	-0.7%	-$2.42K	0.01%	723
2025 Q3	$374K	Buy	6,489 +2	+0%	+$114	0.01%	710
2025 Q2	$345K	Buy	6,487 +4	+0.1%	+$201	0.01%	710
2025 Q1	$323K	Sell	6,483 -1,587	-20%	-$84.3K	0.01%	702
2024 Q4	$431K	Buy	8,070 +2,026	+34%	+$108K	0.01%	607
2024 Q3	$315K	Buy	6,044 +192	+3%	+$9.34K	0.01%	677
2024 Q2	$281K	Buy	5,852 +94	+2%	+$4.52K	0.01%	661
2024 Q1	$294K	Sell	5,758 -139	-2%	-$6.69K	0.01%	612
2023 Q4	$280K	Buy	5,897 +2	+0%	+$86	0.01%	599
2023 Q3	$248K	Buy	5,895 +66	+1%	+$2.98K	0.01%	581
2023 Q2	$268K	Hold	5,829	–	–	0.01%	588
2023 Q1	$248K	Sell	5,829 -93	-2%	-$3.97K	0.01%	597
2022 Q4	$233K	Hold	5,922	–	–	0.01%	617
2022 Q3	$207K	Buy	5,922 +270	+5%	+$10.5K	0.01%	625
2022 Q2	$202K	Buy	+5,652	New	+$230K	0.01%	637

Other funds holding RSPD

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

LJAC

L.J. Altfest & Co New York $1.03B AUM 36.74% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Great Valley Advisor Group's RSPD Position: Q2 2026 in Review

Great Valley Advisor Group reduced its Invesco S&P 500 Equal Weight Consumer Discretionary ETF (RSPD) stake by 27% in Q2 2026, selling an estimated $97K and leaving 4,684 shares worth $262K. The position accounts for ﹤0.01% of the portfolio, ranked #891.

Great Valley Advisor Group first reported a position in RSPD in Q2 2022 and has held it in 17 quarters since. The position peaked at $431K in Q4 2024. 88 funds tracked by Wall St. Rank hold RSPD as of Q2 2026.

Great Valley Advisor Group held 4,684 shares of Invesco S&P 500 Equal Weight Consumer Discretionary ETF worth $262K as of Q2 2026.
Great Valley Advisor Group sold 1,765 Invesco S&P 500 Equal Weight Consumer Discretionary ETF shares in Q2 2026, an estimated $97K.
Invesco S&P 500 Equal Weight Consumer Discretionary ETF made up ﹤0.01% of Great Valley Advisor Group's portfolio in Q2 2026, its #891 holding.
Great Valley Advisor Group first reported a position in Invesco S&P 500 Equal Weight Consumer Discretionary ETF in Q2 2022 and has held it in 17 quarters since.
Great Valley Advisor Group's Invesco S&P 500 Equal Weight Consumer Discretionary ETF position peaked at $431K in Q4 2024.
88 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Consumer Discretionary ETF as of Q2 2026.

Based on Great Valley Advisor Group's 13F filing for Q2 2026, filed 10 Aug 2026.