Jaffetilchin Investment Partners’s Invesco S&P 500 Equal Weight Consumer Discretionary ETF RSPD Stock Holding History

Jaffetilchin Investment Partners’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 Q3	–	Sell	-8,952	Closed	-$412K	–	372
2023 Q2	$412K	Sell	8,952 -5,466	-38%	-$235K	0.04%	226
2023 Q1	$615K	Buy	14,418 +18	+0.1%	+$768	0.07%	169
2022 Q4	$565K	Buy	14,400 +15	+0.1%	+$584	0.07%	185
2022 Q3	$503K	Buy	14,385 +12	+0.1%	+$467	0.06%	175
2022 Q2	$513K	Buy	14,373 +15	+0.1%	+$610	0.06%	180
2022 Q1	$562K	Buy	14,358 +12	+0.1%	+$565	0.07%	171
2021 Q4	$749K	Buy	14,346 +9	+0.1%	+$460	0.07%	172
2021 Q3	$689K	Sell	14,337 -14,277	-50%	-$704K	0.07%	168
2021 Q2	$1.29M	Buy	28,614 +14,325	+100%	+$701K	0.09%	151
2021 Q1	$672K	Buy	14,289 +3	+0%	+$133	0.08%	169
2020 Q4	$582K	Buy	+14,286	New	+$542K	0.08%	152

Other funds holding RSPD

Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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 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 Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Jaffetilchin Investment Partners's RSPD Position: Q3 2023 in Review

Jaffetilchin Investment Partners sold out of Invesco S&P 500 Equal Weight Consumer Discretionary ETF (RSPD) in Q3 2023, closing a stake of 8,952 shares — an estimated $412K sold.

Jaffetilchin Investment Partners first reported a position in RSPD in Q4 2020 and held it in 11 quarters. The position peaked at $1.29M in Q2 2021. 100 funds tracked by Wall St. Rank hold RSPD as of Q3 2023.

Jaffetilchin Investment Partners reported no remaining Invesco S&P 500 Equal Weight Consumer Discretionary ETF position as of Q3 2023 after selling out during the quarter.
Jaffetilchin Investment Partners sold 8,952 Invesco S&P 500 Equal Weight Consumer Discretionary ETF shares in Q3 2023, an estimated $412K.
Jaffetilchin Investment Partners first reported a position in Invesco S&P 500 Equal Weight Consumer Discretionary ETF in Q4 2020 and held it in 11 quarters.
Jaffetilchin Investment Partners's Invesco S&P 500 Equal Weight Consumer Discretionary ETF position peaked at $1.29M in Q2 2021.
100 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Consumer Discretionary ETF as of Q3 2023.

Based on Jaffetilchin Investment Partners's 13F filing for Q3 2023, filed 13 Nov 2023.