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Mather Group’s Invesco S&P 500 Equal Weight Consumer Discretionary ETF RSPD Stock Holding History

Mather Group’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
2024
Q2 		– Sell
-234
Closed -$11.1K – 2264
2024
Q1 		$11.1K Buy
+234
New +$11.3K ﹤0.01% 1170

Other funds holding RSPD

HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
AWM
Adams Wealth Management Logan, Utah $455M AUM 22.33% 1-Year Est. Return
CI
CacheTech Inc Logan, Utah $519M AUM 22.06% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
LFA
Legend Financial Advisors Pittsburgh, Pennsylvania $155M AUM 36.74% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Mather Group's RSPD Position: Q2 2024 in Review

Mather Group sold out of Invesco S&P 500 Equal Weight Consumer Discretionary ETF (RSPD) in Q2 2024, closing a stake of 234 shares — an estimated $11.1K sold.

Mather Group first reported a position in RSPD in Q1 2024 and held it in 1 quarter. The position peaked at $11.1K in Q1 2024. 98 funds tracked by Wall St. Rank hold RSPD as of Q2 2024.

  • Mather Group reported no remaining Invesco S&P 500 Equal Weight Consumer Discretionary ETF position as of Q2 2024 after selling out during the quarter.
  • Mather Group sold 234 Invesco S&P 500 Equal Weight Consumer Discretionary ETF shares in Q2 2024, an estimated $11.1K.
  • Mather Group first reported a position in Invesco S&P 500 Equal Weight Consumer Discretionary ETF in Q1 2024 and held it in 1 quarter.
  • Mather Group's Invesco S&P 500 Equal Weight Consumer Discretionary ETF position peaked at $11.1K in Q1 2024.
  • 98 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Consumer Discretionary ETF as of Q2 2024.

Based on Mather Group's 13F filing for Q2 2024, filed 9 Jul 2024.