LSA
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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 $14.7B AUM 47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
SWP
Strategic Wealth Partners Independence, Ohio $1.44B AUM 21.2% 1-Year Est. Return
LFA
Legend Financial Advisors Pittsburgh, Pennsylvania $155M AUM 36.74% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
PAS
Park Avenue Securities New York $12.8B AUM 19.38% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return