IHT Wealth Management’s Invesco S&P 500 Equal Weight Consumer Discretionary ETF RSPD Stock Holding History

IHT Wealth Management’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	-5,451	Closed	-$229K	–	1022
2023 Q3	$229K	Hold	5,451	–	–	0.01%	832
2023 Q2	$251K	Sell	5,451 -48	-0.9%	-$2.06K	0.01%	794
2023 Q1	$234K	Sell	5,499 -120	-2%	-$5.12K	0.01%	789
2022 Q4	$221K	Buy	+5,619	New	+$219K	0.01%	783

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 $176M AUM 57.06% 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

IHT Wealth Management's RSPD Position: Q4 2023 in Review

IHT Wealth Management sold out of Invesco S&P 500 Equal Weight Consumer Discretionary ETF (RSPD) in Q4 2023, closing a stake of 5,451 shares — an estimated $229K sold.

IHT Wealth Management first reported a position in RSPD in Q4 2022 and held it in 4 quarters. The position peaked at $251K in Q2 2023. 105 funds tracked by Wall St. Rank hold RSPD as of Q4 2023.

IHT Wealth Management reported no remaining Invesco S&P 500 Equal Weight Consumer Discretionary ETF position as of Q4 2023 after selling out during the quarter.
IHT Wealth Management sold 5,451 Invesco S&P 500 Equal Weight Consumer Discretionary ETF shares in Q4 2023, an estimated $229K.
IHT Wealth Management first reported a position in Invesco S&P 500 Equal Weight Consumer Discretionary ETF in Q4 2022 and held it in 4 quarters.
IHT Wealth Management's Invesco S&P 500 Equal Weight Consumer Discretionary ETF position peaked at $251K in Q2 2023.
105 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Consumer Discretionary ETF as of Q4 2023.

Based on IHT Wealth Management's 13F filing for Q4 2023, filed 14 Feb 2024.