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

McClarren 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 Q1	–	Sell	-972	Closed	-$29K	–	349
2024 Q4	$29K	Buy	972 +940	+2,938%	+$29.4K	0.08%	112
2024 Q3	$31	Buy	32 +2	+7%	+$63	﹤0.01%	146
2024 Q2	$29K	Sell	30 -922	-97%	-$29.3K	0.02%	185
2024 Q1	$32K	Buy	952 +6	+0.6%	+$190	0.02%	176
2023 Q4	$30K	Buy	946 +9	+1%	+$269	0.02%	196
2023 Q3	$28K	Buy	937 +7	+0.8%	+$229	0.02%	184
2023 Q2	$31K	Buy	930 +5	+0.5%	+$171	0.03%	187
2023 Q1	$31K	Buy	925 +5	+0.5%	+$168	0.03%	174
2022 Q4	$31K	Buy	+920	New	+$30.8K	0.03%	180

Other funds holding RSPS

LPL Financial San Diego, California $377B AUM 19.32% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

PWG

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

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

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

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

McClarren Financial Advisors's RSPS Position: Q1 2025 in Review

McClarren Financial Advisors sold out of Invesco S&P 500 Equal Weight Consumer Staples ETF (RSPS) in Q1 2025, closing a stake of 972 shares — an estimated $29K sold.

McClarren Financial Advisors first reported a position in RSPS in Q4 2022 and held it in 9 quarters. The position peaked at $32K in Q1 2024. 118 funds tracked by Wall St. Rank hold RSPS as of Q1 2025.

McClarren Financial Advisors reported no remaining Invesco S&P 500 Equal Weight Consumer Staples ETF position as of Q1 2025 after selling out during the quarter.
McClarren Financial Advisors sold 972 Invesco S&P 500 Equal Weight Consumer Staples ETF shares in Q1 2025, an estimated $29K.
McClarren Financial Advisors first reported a position in Invesco S&P 500 Equal Weight Consumer Staples ETF in Q4 2022 and held it in 9 quarters.
McClarren Financial Advisors's Invesco S&P 500 Equal Weight Consumer Staples ETF position peaked at $32K in Q1 2024.
118 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Consumer Staples ETF as of Q1 2025.

Based on McClarren Financial Advisors's 13F filing for Q1 2025, filed 9 May 2025.