Institutional & Family Asset Management’s Invesco S&P 500 Equal Weight Consumer Discretionary ETF RSPD Stock Holding History

Institutional & Family Asset 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	-37	Closed	-$1.56K	–	741
2023 Q3	$1.56K	Buy	+37	New	+$1.67K	﹤0.01%	574

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

Institutional & Family Asset Management's RSPD Position: Q4 2023 in Review

Institutional & Family Asset Management sold out of Invesco S&P 500 Equal Weight Consumer Discretionary ETF (RSPD) in Q4 2023, closing a stake of 37 shares — an estimated $1.56K sold.

Institutional & Family Asset Management first reported a position in RSPD in Q3 2023 and held it in 1 quarter. The position peaked at $1.56K in Q3 2023. 105 funds tracked by Wall St. Rank hold RSPD as of Q4 2023.

Institutional & Family Asset Management reported no remaining Invesco S&P 500 Equal Weight Consumer Discretionary ETF position as of Q4 2023 after selling out during the quarter.
Institutional & Family Asset Management sold 37 Invesco S&P 500 Equal Weight Consumer Discretionary ETF shares in Q4 2023, an estimated $1.56K.
Institutional & Family Asset Management first reported a position in Invesco S&P 500 Equal Weight Consumer Discretionary ETF in Q3 2023 and held it in 1 quarter.
Institutional & Family Asset Management's Invesco S&P 500 Equal Weight Consumer Discretionary ETF position peaked at $1.56K in Q3 2023.
105 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Consumer Discretionary ETF as of Q4 2023.

Based on Institutional & Family Asset Management's 13F filing for Q4 2023, filed 6 Feb 2024.