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

Kingsview Wealth 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	-23,265	Closed	-$1.07M	–	997
2023 Q2	$1.07M	Buy	+23,265	New	+$999K	0.04%	389
2019 Q4	–	Sell	-34,905	Closed	-$1.22M	–	522
2019 Q3	$1.22M	Sell	34,905 -16,023	-31%	-$551K	0.19%	144
2019 Q2	$1.78M	Buy	50,928 +32,388	+175%	+$1.13M	0.3%	93
2019 Q1	$643K	Buy	+18,540	New	+$617K	0.1%	229

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 $20.6B AUM 59.59% 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 $176M AUM 57.06% 1-Year Est. Return

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

Kingsview Wealth Management's RSPD Position: Q3 2023 in Review

Kingsview Wealth Management sold out of Invesco S&P 500 Equal Weight Consumer Discretionary ETF (RSPD) in Q3 2023, closing a stake of 23,265 shares — an estimated $1.07M sold.

Kingsview Wealth Management first reported a position in RSPD in Q1 2019 and held it in 4 quarters. The position peaked at $1.78M in Q2 2019. 100 funds tracked by Wall St. Rank hold RSPD as of Q3 2023.

Kingsview Wealth Management reported no remaining Invesco S&P 500 Equal Weight Consumer Discretionary ETF position as of Q3 2023 after selling out during the quarter.
Kingsview Wealth Management sold 23,265 Invesco S&P 500 Equal Weight Consumer Discretionary ETF shares in Q3 2023, an estimated $1.07M.
Kingsview Wealth Management first reported a position in Invesco S&P 500 Equal Weight Consumer Discretionary ETF in Q1 2019 and held it in 4 quarters.
Kingsview Wealth Management's Invesco S&P 500 Equal Weight Consumer Discretionary ETF position peaked at $1.78M in Q2 2019.
100 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Consumer Discretionary ETF as of Q3 2023.

Based on Kingsview Wealth Management's 13F filing for Q3 2023, filed 7 Nov 2023.