Laidlaw Wealth Management’s Invesco S&P 500 Equal Weight Consumer Staples ETF RSPS Stock Holding History

Laidlaw Wealth 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 Q1	–	Sell	-15,485	Closed	-$466K	–	135
2024 Q4	$466K	Sell	15,485 -860	-5%	-$26.9K	0.2%	113
2024 Q3	$529K	Hold	16,345	–	–	0.26%	111
2024 Q2	$500K	Hold	16,345	–	–	0.27%	102
2024 Q1	$538K	Hold	16,345	–	–	0.3%	102
2023 Q4	$513K	Sell	16,345 -270	-2%	-$8.08K	0.19%	124
2023 Q3	$499K	Sell	16,615 -1,950	-11%	-$63.7K	0.17%	144
2023 Q2	$622K	Sell	18,565 -395	-2%	-$13.5K	0.12%	182
2023 Q1	$646K	Sell	18,960 -2,455	-11%	-$82.4K	0.13%	173
2022 Q4	$730K	Buy	+21,415	New	+$717K	0.16%	153
2022 Q3	–	Sell	-22,140	Closed	-$734K	–	363
2022 Q2	$734K	Buy	22,140 +940	+4%	+$32K	0.15%	156
2022 Q1	$718K	Hold	21,200	–	–	0.12%	172
2021 Q4	$720K	Hold	21,200	–	–	0.12%	179
2021 Q3	$653K	Sell	21,200 -1,430	-6%	-$45.6K	0.17%	127
2021 Q2	$729K	Hold	22,630	–	–	0.19%	114
2021 Q1	$714K	Hold	22,630	–	–	0.24%	100
2020 Q4	$685K	Hold	22,630	–	–	0.14%	155
2020 Q3	$647K	Sell	22,630 -55	-0.2%	-$1.58K	0.29%	93
2020 Q2	$615K	Buy	22,685 +7,965	+54%	+$213K	0.32%	88
2020 Q1	$364K	Buy	+14,720	New	+$410K	0.24%	101

Other funds holding RSPS

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

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

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

PWG

Private Wealth Group Tampa, Florida $259M AUM 17.45% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Laidlaw Wealth Management's RSPS Position: Q1 2025 in Review

Laidlaw Wealth Management sold out of Invesco S&P 500 Equal Weight Consumer Staples ETF (RSPS) in Q1 2025, closing a stake of 15,485 shares — an estimated $466K sold.

Laidlaw Wealth Management first reported a position in RSPS in Q1 2020 and held it in 19 quarters. The position peaked at $734K in Q2 2022. 118 funds tracked by Wall St. Rank hold RSPS as of Q1 2025.

Laidlaw Wealth Management reported no remaining Invesco S&P 500 Equal Weight Consumer Staples ETF position as of Q1 2025 after selling out during the quarter.
Laidlaw Wealth Management sold 15,485 Invesco S&P 500 Equal Weight Consumer Staples ETF shares in Q1 2025, an estimated $466K.
Laidlaw Wealth Management first reported a position in Invesco S&P 500 Equal Weight Consumer Staples ETF in Q1 2020 and held it in 19 quarters.
Laidlaw Wealth Management's Invesco S&P 500 Equal Weight Consumer Staples ETF position peaked at $734K in Q2 2022.
118 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Consumer Staples ETF as of Q1 2025.

Based on Laidlaw Wealth Management's 13F filing for Q1 2025, filed 16 May 2025.