Milestone Advisory Partners’s Invesco S&P 500 Equal Weight Consumer Discretionary ETF RSPD Stock Holding History

Milestone Advisory Partners’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
2023 Q3	$1.82M	Buy	43,144 +10,699	+33%	+$483K	1.51%	22
2023 Q2	$1.49M	Buy	32,445 +1,677	+5%	+$72K	1.35%	22
2023 Q1	$1.31M	Buy	+30,768	New	+$1.31M	1.21%	23

Other funds holding RSPD

Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

AWM

Adams Wealth Management Logan, Utah $455M AUM 22.33% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

LFA

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

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

Milestone Advisory Partners's RSPD Position: Q3 2023 in Review

Milestone Advisory Partners increased its Invesco S&P 500 Equal Weight Consumer Discretionary ETF (RSPD) stake by 33% in Q3 2023, buying an estimated $483K and bringing the position to 43,144 shares worth $1.82M. The position accounts for 1.51% of the portfolio, ranked #22.

Milestone Advisory Partners first reported a position in RSPD in Q1 2023 and has held it in 3 quarters since. 100 funds tracked by Wall St. Rank hold RSPD as of Q3 2023.

Milestone Advisory Partners held 43,144 shares of Invesco S&P 500 Equal Weight Consumer Discretionary ETF worth $1.82M as of Q3 2023.
Milestone Advisory Partners bought 10,699 Invesco S&P 500 Equal Weight Consumer Discretionary ETF shares in Q3 2023, an estimated $483K.
Invesco S&P 500 Equal Weight Consumer Discretionary ETF made up 1.51% of Milestone Advisory Partners's portfolio in Q3 2023, its #22 holding.
Milestone Advisory Partners first reported a position in Invesco S&P 500 Equal Weight Consumer Discretionary ETF in Q1 2023 and has held it in 3 quarters since.
100 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Consumer Discretionary ETF as of Q3 2023.

Based on Milestone Advisory Partners's 13F filing for Q3 2023, filed 8 Nov 2023.