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

Legend Financial Advisors’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 Q3	–	Sell	-1,088	Closed	-$32.6K	–	137
2025 Q2	$32.6K	Buy	+1,088	New	+$32.8K	0.02%	71
2025 Q1	–	Sell	-1,088	Closed	-$32.7K	–	205
2024 Q4	$32.7K	Hold	1,088	–	–	0.02%	64
2024 Q3	$35.2K	Hold	1,088	–	–	0.02%	59
2024 Q2	$33.3K	Hold	1,088	–	–	0.02%	76
2024 Q1	$35.8K	Sell	1,088 -1,087	-50%	-$34.3K	0.03%	68
2023 Q4	$68.3K	Hold	2,175	–	–	0.05%	50
2023 Q3	$65.3K	Hold	2,175	–	–	0.06%	61
2023 Q2	$72.8K	Hold	2,175	–	–	0.06%	55
2023 Q1	$74.1K	Sell	2,175 -5	-0.2%	-$168	0.06%	53
2022 Q4	$74.2K	Hold	2,180	–	–	0.06%	60
2022 Q3	$66.9K	Buy	+2,180	New	+$73.3K	0.06%	52

Other funds holding RSPS

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

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

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

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

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

FIBOI

First International Bank of Israel Tel Aviv $340M AUM 14.61% 1-Year Est. Return

PWG

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

Legend Financial Advisors's RSPS Position: Q3 2025 in Review

Legend Financial Advisors sold out of Invesco S&P 500 Equal Weight Consumer Staples ETF (RSPS) in Q3 2025, closing a stake of 1,088 shares — an estimated $32.6K sold.

Legend Financial Advisors first reported a position in RSPS in Q3 2022 and held it in 11 quarters. The position peaked at $74.2K in Q4 2022. 106 funds tracked by Wall St. Rank hold RSPS as of Q3 2025.

Legend Financial Advisors reported no remaining Invesco S&P 500 Equal Weight Consumer Staples ETF position as of Q3 2025 after selling out during the quarter.
Legend Financial Advisors sold 1,088 Invesco S&P 500 Equal Weight Consumer Staples ETF shares in Q3 2025, an estimated $32.6K.
Legend Financial Advisors first reported a position in Invesco S&P 500 Equal Weight Consumer Staples ETF in Q3 2022 and held it in 11 quarters.
Legend Financial Advisors's Invesco S&P 500 Equal Weight Consumer Staples ETF position peaked at $74.2K in Q4 2022.
106 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Consumer Staples ETF as of Q3 2025.

Based on Legend Financial Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.