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

Lee Financial’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
2024 Q1	–	Sell	-90	Closed	-$2.83K	–	685
2023 Q4	$2.83K	Hold	90	–	–	﹤0.01%	674
2023 Q3	$2.7K	Hold	90	–	–	﹤0.01%	624
2023 Q2	$3.01K	Hold	90	–	–	﹤0.01%	584
2023 Q1	$3.07K	Hold	90	–	–	﹤0.01%	592
2022 Q4	$3.07K	Hold	90	–	–	﹤0.01%	616
2022 Q3	$3K	Hold	90	–	–	﹤0.01%	634
2022 Q2	$3K	Hold	90	–	–	﹤0.01%	646
2022 Q1	$3K	Hold	90	–	–	﹤0.01%	592
2021 Q4	$3K	Hold	90	–	–	﹤0.01%	683
2021 Q3	$3K	Hold	90	–	–	﹤0.01%	566
2021 Q2	$3K	Hold	90	–	–	﹤0.01%	525
2021 Q1	$3K	Hold	90	–	–	﹤0.01%	450
2020 Q4	$3K	Hold	90	–	–	﹤0.01%	441
2020 Q3	$3K	Hold	90	–	–	﹤0.01%	494
2020 Q2	$2K	Hold	90	–	–	﹤0.01%	495
2020 Q1	$2K	Hold	90	–	–	﹤0.01%	445
2019 Q4	$3K	Hold	90	–	–	﹤0.01%	445
2019 Q3	$3K	Hold	90	–	–	﹤0.01%	461
2019 Q2	$2K	Hold	90	–	–	﹤0.01%	495
2019 Q1	$2K	Hold	90	–	–	﹤0.01%	488
2018 Q4	$2K	Hold	90	–	–	﹤0.01%	416
2018 Q3	$2K	Buy	+90	New	+$2.32K	﹤0.01%	448

Other funds holding RSPS

Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return

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

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

CAC

Certified Advisory Corp Altamonte Springs, Florida $1.24B AUM 21.71% 1-Year Est. Return

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

AAS

Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 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

Affiance Financial St. Louis Park, Minnesota $695M AUM 17.33% 1-Year Est. Return

PWG

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

Lee Financial's RSPS Position: Q1 2024 in Review

Lee Financial sold out of Invesco S&P 500 Equal Weight Consumer Staples ETF (RSPS) in Q1 2024, closing a stake of 90 shares — an estimated $2.83K sold.

Lee Financial first reported a position in RSPS in Q3 2018 and held it in 22 quarters. The position peaked at $3.07K in Q4 2022. 123 funds tracked by Wall St. Rank hold RSPS as of Q1 2024.

Lee Financial reported no remaining Invesco S&P 500 Equal Weight Consumer Staples ETF position as of Q1 2024 after selling out during the quarter.
Lee Financial sold 90 Invesco S&P 500 Equal Weight Consumer Staples ETF shares in Q1 2024, an estimated $2.83K.
Lee Financial first reported a position in Invesco S&P 500 Equal Weight Consumer Staples ETF in Q3 2018 and held it in 22 quarters.
Lee Financial's Invesco S&P 500 Equal Weight Consumer Staples ETF position peaked at $3.07K in Q4 2022.
123 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Consumer Staples ETF as of Q1 2024.

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