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

Lion Street 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
2025 Q3	$452K	Buy	+2,951	New	+$168K	0.16%	127
2023 Q3	–	Sell	-9,201	Closed	-$469K	–	294
2023 Q2	$469K	Buy	+9,201	New	+$395K	0.16%	131
2023 Q1	–	Sell	-9,201	Closed	-$469K	–	260
2022 Q4	$469K	Buy	+9,201	New	+$358K	0.25%	65
2022 Q3	–	Sell	-9,201	Closed	-$471K	–	162
2022 Q2	$471K	Buy	9,201 +453	+5%	+$18.4K	0.25%	65
2022 Q1	$394K	Sell	8,748 -453	-5%	-$21.3K	0.2%	82
2021 Q4	$479K	Hold	9,201	–	–	0.23%	68
2021 Q3	$441K	Buy	+9,201	New	+$454K	0.24%	69

Other funds holding RSPD

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

SWP

Strategic Wealth Partners Independence, Ohio $1.62B AUM 21.77% 1-Year Est. Return

LFA

Legend Financial Advisors Pittsburgh, Pennsylvania $176M AUM 57.06% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Lion Street Advisors's RSPD Position: Q3 2025 in Review

Lion Street Advisors opened a new position in Invesco S&P 500 Equal Weight Consumer Discretionary ETF (RSPD) in Q3 2025: 2,951 shares worth $452K. The stake represents 0.16% of the portfolio and ranks #127 among its holdings. This is a return to the name: Lion Street Advisors previously reported a position in RSPD as recently as Q2 2023.

Lion Street Advisors first reported a position in RSPD in Q3 2021 and has held it in 7 quarters since. The position peaked at $479K in Q4 2021. 87 funds tracked by Wall St. Rank hold RSPD as of Q3 2025.

Lion Street Advisors held 2,951 shares of Invesco S&P 500 Equal Weight Consumer Discretionary ETF worth $452K as of Q3 2025.
Invesco S&P 500 Equal Weight Consumer Discretionary ETF was a new Lion Street Advisors position in Q3 2025.
Invesco S&P 500 Equal Weight Consumer Discretionary ETF made up 0.16% of Lion Street Advisors's portfolio in Q3 2025, its #127 holding.
Lion Street Advisors first reported a position in Invesco S&P 500 Equal Weight Consumer Discretionary ETF in Q3 2021 and has held it in 7 quarters since.
Lion Street Advisors's Invesco S&P 500 Equal Weight Consumer Discretionary ETF position peaked at $479K in Q4 2021.
87 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Consumer Discretionary ETF as of Q3 2025.

Based on Lion Street Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.