IFP Advisors’s Invesco S&P 500 Equal Weight Consumer Discretionary ETF RSPD Stock Holding History

IFP Advisors’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
2023 Q4	–	Sell	-735	Closed	-$31K	–	3289
2023 Q3	$31K	Sell	735 -39	-5%	-$1.76K	﹤0.01%	1760
2023 Q2	$35.8K	Buy	774 +114	+17%	+$4.89K	﹤0.01%	1753
2023 Q1	$22.4K	Sell	660 -696	-51%	-$29.7K	﹤0.01%	1969
2022 Q4	$53K	Buy	1,356 +237	+21%	+$9.22K	﹤0.01%	2206
2022 Q3	$45K	Buy	1,119 +693	+163%	+$27K	﹤0.01%	2450
2022 Q2	$21K	Hold	426	–	–	﹤0.01%	2805
2022 Q1	$21K	Buy	426 +336	+373%	+$15.8K	﹤0.01%	2805
2021 Q4	$5K	Hold	90	–	–	﹤0.01%	2506
2021 Q3	$5K	Hold	90	–	–	﹤0.01%	2570
2021 Q2	$5K	Hold	90	–	–	﹤0.01%	2487
2021 Q1	$5K	Hold	90	–	–	﹤0.01%	2426
2020 Q4	$3K	Sell	90 -36	-29%	-$1.37K	﹤0.01%	2528
2020 Q3	$4K	Buy	126 +18	+17%	+$589	﹤0.01%	2281
2020 Q2	$3K	Buy	+108	New	+$2.95K	﹤0.01%	2290
2019 Q4	–	Sell	-3	Closed	–	–	3080
2019 Q3	$0	Buy	+3	New	+$103	﹤0.01%	3137
2018 Q2	–	Sell	-111	Closed	-$4K	–	4030
2018 Q1	$4K	Hold	111	–	–	﹤0.01%	3286
2017 Q4	$4K	Buy	111 +3	+3%	+$95	﹤0.01%	3335
2017 Q3	$3K	Hold	108	–	–	﹤0.01%	3644
2017 Q2	$3K	Hold	108	–	–	﹤0.01%	3637
2017 Q1	$3K	Sell	108 -27	-20%	-$819	﹤0.01%	3557
2016 Q4	$4K	Sell	135 -33	-20%	-$974	﹤0.01%	3420
2016 Q3	$5K	Hold	168	–	–	﹤0.01%	3250
2016 Q2	$5K	Buy	+168	New	+$4.79K	﹤0.01%	3161
2016 Q1	–	Sell	-165	Closed	-$5K	–	3219
2015 Q4	$5K	Buy	+165	New	+$4.81K	﹤0.01%	2984

Other funds holding RSPD

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

AWM

Adams Wealth Management Logan, Utah $455M AUM 22.33% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

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

LFA

Legend Financial Advisors Pittsburgh, Pennsylvania $155M AUM 36.74% 1-Year Est. Return

OAM

Oppenheimer Asset Management New York $8.76B AUM 23.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

IFP Advisors's RSPD Position: Q4 2023 in Review

IFP Advisors sold out of Invesco S&P 500 Equal Weight Consumer Discretionary ETF (RSPD) in Q4 2023, closing a stake of 735 shares — an estimated $31K sold.

IFP Advisors first reported a position in RSPD in Q4 2015 and held it in 24 quarters. The position peaked at $53K in Q4 2022. 105 funds tracked by Wall St. Rank hold RSPD as of Q4 2023.

IFP Advisors reported no remaining Invesco S&P 500 Equal Weight Consumer Discretionary ETF position as of Q4 2023 after selling out during the quarter.
IFP Advisors sold 735 Invesco S&P 500 Equal Weight Consumer Discretionary ETF shares in Q4 2023, an estimated $31K.
IFP Advisors first reported a position in Invesco S&P 500 Equal Weight Consumer Discretionary ETF in Q4 2015 and held it in 24 quarters.
IFP Advisors's Invesco S&P 500 Equal Weight Consumer Discretionary ETF position peaked at $53K in Q4 2022.
105 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Consumer Discretionary ETF as of Q4 2023.

Based on IFP Advisors's 13F filing for Q4 2023, filed 9 Jan 2024.