Kaizen Financial Strategies’s Invesco S&P 500 Equal Weight Consumer Discretionary ETF RSPD Stock Holding History

Kaizen Financial Strategies’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
2021 Q1	$538K	Buy	+11,439	New	+$506K	0.51%	57

Other funds holding RSPD

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

MTWSIF

Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel $789M AUM 73.25% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Marks Wealth Annapolis, Maryland $380M AUM 40.02% 1-Year Est. Return

Nottingham Advisors Amherst, New York $777M AUM 14.68% 1-Year Est. Return

Kaizen Financial Strategies's RSPD Position: Q1 2021 in Review

Kaizen Financial Strategies opened a new position in Invesco S&P 500 Equal Weight Consumer Discretionary ETF (RSPD) in Q1 2021: 11,439 shares worth $538K. The stake represents 0.51% of the portfolio and ranks #57 among its holdings.

97 funds tracked by Wall St. Rank hold RSPD as of Q1 2021.

Kaizen Financial Strategies held 11,439 shares of Invesco S&P 500 Equal Weight Consumer Discretionary ETF worth $538K as of Q1 2021.
Invesco S&P 500 Equal Weight Consumer Discretionary ETF was a new Kaizen Financial Strategies position in Q1 2021.
Invesco S&P 500 Equal Weight Consumer Discretionary ETF made up 0.51% of Kaizen Financial Strategies's portfolio in Q1 2021, its #57 holding.
97 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Consumer Discretionary ETF as of Q1 2021.

Based on Kaizen Financial Strategies's 13F filing for Q1 2021, filed 28 May 2021.