Independent Advisor Alliance’s Invesco S&P 500 Equal Weight Consumer Discretionary ETF RSPD Stock Holding History

Independent Advisor Alliance’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	–	Sell	-4,998	Closed	-$268K	–	1512
2026 Q1	$268K	Buy	+4,998	New	+$287K	﹤0.01%	1378
2025 Q1	–	Sell	-23,162	Closed	-$1.24M	–	1256
2024 Q4	$1.24M	Buy	+23,162	New	+$1.24M	0.02%	655

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

Independent Advisor Alliance's RSPD Position: Q2 2026 in Review

Independent Advisor Alliance sold out of Invesco S&P 500 Equal Weight Consumer Discretionary ETF (RSPD) in Q2 2026, closing a stake of 4,998 shares — an estimated $268K sold.

Independent Advisor Alliance first reported a position in RSPD in Q4 2024 and held it in 2 quarters. The position peaked at $1.24M in Q4 2024. 88 funds tracked by Wall St. Rank hold RSPD as of Q2 2026.

Independent Advisor Alliance reported no remaining Invesco S&P 500 Equal Weight Consumer Discretionary ETF position as of Q2 2026 after selling out during the quarter.
Independent Advisor Alliance sold 4,998 Invesco S&P 500 Equal Weight Consumer Discretionary ETF shares in Q2 2026, an estimated $268K.
Independent Advisor Alliance first reported a position in Invesco S&P 500 Equal Weight Consumer Discretionary ETF in Q4 2024 and held it in 2 quarters.
Independent Advisor Alliance's Invesco S&P 500 Equal Weight Consumer Discretionary ETF position peaked at $1.24M 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 Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.