Kestra Private Wealth Services’s Invesco S&P 500 Equal Weight Consumer Staples ETF RSPS Stock Holding History

Kestra Private Wealth Services’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	-7,405	Closed	-$228K	–	1665
2025 Q1	$228K	Hold	7,405	–	–	﹤0.01%	1324
2024 Q4	$223K	Buy	+7,405	New	+$232K	﹤0.01%	1274
2024 Q2	–	Sell	-6,268	Closed	-$206K	–	1405
2024 Q1	$206K	Sell	6,268 -468	-7%	-$14.8K	﹤0.01%	1179
2023 Q4	$211K	Sell	6,736 -190	-3%	-$5.69K	0.01%	1090
2023 Q3	$208K	Sell	6,926 -2,244	-24%	-$73.3K	0.01%	1020
2023 Q2	$307K	Buy	9,170 +2,380	+35%	+$81.2K	0.01%	814
2023 Q1	$231K	Buy	+6,790	New	+$228K	0.01%	869
2022 Q1	–	Sell	-10,790	Closed	-$366K	–	1053
2021 Q4	$366K	Sell	10,790 -8,685	-45%	-$278K	0.02%	691
2021 Q3	$600K	Buy	19,475 +140	+0.7%	+$4.46K	0.03%	492
2021 Q2	$623K	Buy	19,335 +11,595	+150%	+$376K	0.04%	450
2021 Q1	$244K	Buy	+7,740	New	+$235K	0.02%	677

Other funds holding RSPS

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Kestra Private Wealth Services's RSPS Position: Q2 2025 in Review

Kestra Private Wealth Services sold out of Invesco S&P 500 Equal Weight Consumer Staples ETF (RSPS) in Q2 2025, closing a stake of 7,405 shares — an estimated $228K sold.

Kestra Private Wealth Services first reported a position in RSPS in Q1 2021 and held it in 11 quarters. The position peaked at $623K in Q2 2021. 115 funds tracked by Wall St. Rank hold RSPS as of Q2 2025.

Kestra Private Wealth Services reported no remaining Invesco S&P 500 Equal Weight Consumer Staples ETF position as of Q2 2025 after selling out during the quarter.
Kestra Private Wealth Services sold 7,405 Invesco S&P 500 Equal Weight Consumer Staples ETF shares in Q2 2025, an estimated $228K.
Kestra Private Wealth Services first reported a position in Invesco S&P 500 Equal Weight Consumer Staples ETF in Q1 2021 and held it in 11 quarters.
Kestra Private Wealth Services's Invesco S&P 500 Equal Weight Consumer Staples ETF position peaked at $623K in Q2 2021.
115 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Consumer Staples ETF as of Q2 2025.

Based on Kestra Private Wealth Services's 13F filing for Q2 2025, filed 7 Aug 2025.