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HM Payson & Co’s Invesco S&P 500 Equal Weight Consumer Discretionary ETF RSPD Stock Holding History

HM Payson & Co’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
2024
Q1 		– Sell
-81
Closed -$3.85K – 1001
2023
Q4 		$3.85K Buy
+81
New +$3.47K ﹤0.01% 880

Other funds holding RSPD

HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AWM
Adams Wealth Management Logan, Utah $455M AUM 22.33% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
LFA
Legend Financial Advisors Pittsburgh, Pennsylvania $155M AUM 36.74% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

HM Payson & Co's RSPD Position: Q1 2024 in Review

HM Payson & Co sold out of Invesco S&P 500 Equal Weight Consumer Discretionary ETF (RSPD) in Q1 2024, closing a stake of 81 shares — an estimated $3.85K sold.

HM Payson & Co first reported a position in RSPD in Q4 2023 and held it in 1 quarter. The position peaked at $3.85K in Q4 2023. 94 funds tracked by Wall St. Rank hold RSPD as of Q1 2024.

  • HM Payson & Co reported no remaining Invesco S&P 500 Equal Weight Consumer Discretionary ETF position as of Q1 2024 after selling out during the quarter.
  • HM Payson & Co sold 81 Invesco S&P 500 Equal Weight Consumer Discretionary ETF shares in Q1 2024, an estimated $3.85K.
  • HM Payson & Co first reported a position in Invesco S&P 500 Equal Weight Consumer Discretionary ETF in Q4 2023 and held it in 1 quarter.
  • HM Payson & Co's Invesco S&P 500 Equal Weight Consumer Discretionary ETF position peaked at $3.85K in Q4 2023.
  • 94 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Consumer Discretionary ETF as of Q1 2024.

Based on HM Payson & Co's 13F filing for Q1 2024, filed 20 Jun 2024.