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

Legend Financial Advisors’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
2026
Q1 		– Sell
-130,086
Closed -$7.42M – 41
2025
Q4 		$7.42M Buy
130,086
+2,311
+2% +$130K 4.49% 12
2025
Q3 		$7.37M Sell
127,775
-751
-0.6% -$42.7K 4.52% 10
2025
Q2 		$6.84M Buy
128,526
+483
+0.4% +$24.3K 4.54% 11
2025
Q1 		$6.39M Sell
128,043
-8,774
-6% -$466K 4.69% 12
2024
Q4 		$7.31M Sell
136,817
-4,336
-3% -$232K 5.16% 9
2024
Q3 		$7.36M Buy
141,153
+1,481
+1% +$72K 5.08% 10
2024
Q2 		$6.71M Buy
139,672
+1,237
+0.9% +$59.4K 4.76% 10
2024
Q1 		$7.06M Buy
138,435
+3,274
+2% +$157K 5.12% 9
2023
Q4 		$6.43M Buy
135,161
+322
+0.2% +$13.8K 5.17% 10
2023
Q3 		$5.67M Sell
134,839
-8,945
-6% -$403K 4.84% 10
2023
Q2 		$6.61M Sell
143,784
-3,828
-3% -$164K 5.52% 9
2023
Q1 		$6.29M Sell
147,612
-81
-0.1% -$3.46K 5.28% 9
2022
Q4 		$5.8M Sell
147,693
-807
-0.5% -$31.4K 5.07% 9
2022
Q3 		$5.19M Buy
148,500
+2,628
+2% +$102K 4.88% 11
2022
Q2 		$5.21M Buy
+145,872
New +$5.93M 5.38% 9
2022
Q1 		– Sell
-23,163
Closed -$1.21M – 43
2021
Q4 		$1.21M Buy
+23,163
New +$1.19M 0.84% 19

Other funds holding RSPD

HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
LJAC
L.J. Altfest & Co New York $935M AUM 27.19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PAS
Park Avenue Securities New York $12.8B AUM 19.38% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
LG
Leuthold Group Minneapolis, Minnesota $939M AUM 37.7% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Legend Financial Advisors's RSPD Position: Q1 2026 in Review

Legend Financial Advisors sold out of Invesco S&P 500 Equal Weight Consumer Discretionary ETF (RSPD) in Q1 2026, closing a stake of 130,086 shares — an estimated $7.42M sold.

Legend Financial Advisors first reported a position in RSPD in Q4 2021 and held it in 16 quarters. The position peaked at $7.42M in Q4 2025. 86 funds tracked by Wall St. Rank hold RSPD as of Q1 2026.

  • Legend Financial Advisors reported no remaining Invesco S&P 500 Equal Weight Consumer Discretionary ETF position as of Q1 2026 after selling out during the quarter.
  • Legend Financial Advisors sold 130,086 Invesco S&P 500 Equal Weight Consumer Discretionary ETF shares in Q1 2026, an estimated $7.42M.
  • Legend Financial Advisors first reported a position in Invesco S&P 500 Equal Weight Consumer Discretionary ETF in Q4 2021 and held it in 16 quarters.
  • Legend Financial Advisors's Invesco S&P 500 Equal Weight Consumer Discretionary ETF position peaked at $7.42M in Q4 2025.
  • 86 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Consumer Discretionary ETF as of Q1 2026.

Based on Legend Financial Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.