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Joseph Group Capital Management’s Invesco S&P 500 Equal Weight Consumer Staples ETF RSPS Stock Holding History

Joseph Group Capital Management’s Portfolio RSPS Stock Details RSPS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-340
Closed -$10.5K – 112
2025
Q1 		$10.5K Hold
340
– – ﹤0.01% 91
2024
Q4 		$10.2K Buy
+340
New +$10.6K ﹤0.01% 84

Other funds holding RSPS

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
FIBOI
First International Bank of Israel Tel Aviv $340M AUM 14.61% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Joseph Group Capital Management's RSPS Position: Q2 2025 in Review

Joseph Group Capital Management sold out of Invesco S&P 500 Equal Weight Consumer Staples ETF (RSPS) in Q2 2025, closing a stake of 340 shares — an estimated $10.5K sold.

Joseph Group Capital Management first reported a position in RSPS in Q4 2024 and held it in 2 quarters. The position peaked at $10.5K in Q1 2025. 115 funds tracked by Wall St. Rank hold RSPS as of Q2 2025.

  • Joseph Group Capital Management reported no remaining Invesco S&P 500 Equal Weight Consumer Staples ETF position as of Q2 2025 after selling out during the quarter.
  • Joseph Group Capital Management sold 340 Invesco S&P 500 Equal Weight Consumer Staples ETF shares in Q2 2025, an estimated $10.5K.
  • Joseph Group Capital Management first reported a position in Invesco S&P 500 Equal Weight Consumer Staples ETF in Q4 2024 and held it in 2 quarters.
  • Joseph Group Capital Management's Invesco S&P 500 Equal Weight Consumer Staples ETF position peaked at $10.5K in Q1 2025.
  • 115 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Consumer Staples ETF as of Q2 2025.

Based on Joseph Group Capital Management's 13F filing for Q2 2025, filed 7 Aug 2025.