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

Kalos 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 Q3	–	Sell	-261	Closed	-$12K	–	73
2023 Q2	$12K	Hold	261	–	–	0.03%	95
2023 Q1	$11.1K	Hold	261	–	–	0.02%	204
2022 Q4	$10.2K	Buy	+261	New	+$10.2K	0.02%	94

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

Kalos Management's RSPD Position: Q3 2023 in Review

Kalos Management sold out of Invesco S&P 500 Equal Weight Consumer Discretionary ETF (RSPD) in Q3 2023, closing a stake of 261 shares — an estimated $12K sold.

Kalos Management first reported a position in RSPD in Q4 2022 and held it in 3 quarters. The position peaked at $12K in Q2 2023. 100 funds tracked by Wall St. Rank hold RSPD as of Q3 2023.

Kalos Management reported no remaining Invesco S&P 500 Equal Weight Consumer Discretionary ETF position as of Q3 2023 after selling out during the quarter.
Kalos Management sold 261 Invesco S&P 500 Equal Weight Consumer Discretionary ETF shares in Q3 2023, an estimated $12K.
Kalos Management first reported a position in Invesco S&P 500 Equal Weight Consumer Discretionary ETF in Q4 2022 and held it in 3 quarters.
Kalos Management's Invesco S&P 500 Equal Weight Consumer Discretionary ETF position peaked at $12K in Q2 2023.
100 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Consumer Discretionary ETF as of Q3 2023.

Based on Kalos Management's 13F filing for Q3 2023.