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

Lee Financial’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
2024 Q1	–	Sell	-96	Closed	-$4.57K	–	683
2023 Q4	$4.57K	Hold	96	–	–	﹤0.01%	565
2023 Q3	$4.04K	Hold	96	–	–	﹤0.01%	553
2023 Q2	$4.41K	Hold	96	–	–	﹤0.01%	528
2023 Q1	$4.09K	Hold	96	–	–	﹤0.01%	561
2022 Q4	$3.77K	Hold	96	–	–	﹤0.01%	589
2022 Q3	$3K	Hold	96	–	–	﹤0.01%	633
2022 Q2	$3K	Hold	96	–	–	﹤0.01%	645
2022 Q1	$4K	Hold	96	–	–	﹤0.01%	545
2021 Q4	$5K	Hold	96	–	–	﹤0.01%	605
2021 Q3	$5K	Hold	96	–	–	﹤0.01%	497
2021 Q2	$5K	Hold	96	–	–	﹤0.01%	468
2021 Q1	$5K	Hold	96	–	–	﹤0.01%	432
2020 Q4	$4K	Hold	96	–	–	﹤0.01%	433
2020 Q3	$3K	Hold	96	–	–	﹤0.01%	493
2020 Q2	$3K	Hold	96	–	–	﹤0.01%	470
2020 Q1	$2K	Hold	96	–	–	﹤0.01%	444
2019 Q4	$4K	Hold	96	–	–	﹤0.01%	431
2019 Q3	$3K	Hold	96	–	–	﹤0.01%	460
2019 Q2	$3K	Hold	96	–	–	﹤0.01%	466
2019 Q1	$3K	Hold	96	–	–	﹤0.01%	455
2018 Q4	$3K	Hold	96	–	–	﹤0.01%	401
2018 Q3	$3K	Buy	+96	New	+$3.38K	﹤0.01%	441

Other funds holding RSPD

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

LPL Financial San Diego, California $377B AUM 19.32% 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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Lee Financial's RSPD Position: Q1 2024 in Review

Lee Financial sold out of Invesco S&P 500 Equal Weight Consumer Discretionary ETF (RSPD) in Q1 2024, closing a stake of 96 shares — an estimated $4.57K sold.

Lee Financial first reported a position in RSPD in Q3 2018 and held it in 22 quarters. The position peaked at $5K in Q4 2021. 94 funds tracked by Wall St. Rank hold RSPD as of Q1 2024.

Lee Financial reported no remaining Invesco S&P 500 Equal Weight Consumer Discretionary ETF position as of Q1 2024 after selling out during the quarter.
Lee Financial sold 96 Invesco S&P 500 Equal Weight Consumer Discretionary ETF shares in Q1 2024, an estimated $4.57K.
Lee Financial first reported a position in Invesco S&P 500 Equal Weight Consumer Discretionary ETF in Q3 2018 and held it in 22 quarters.
Lee Financial's Invesco S&P 500 Equal Weight Consumer Discretionary ETF position peaked at $5K in Q4 2021.
94 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Consumer Discretionary ETF as of Q1 2024.

Based on Lee Financial's 13F filing for Q1 2024, filed 15 May 2024.