MinichMacGregor Wealth Management’s Invesco S&P 500 Equal Weight Consumer Discretionary ETF RSPD Stock Holding History

MinichMacGregor Wealth Management’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 Q1	–	Sell	-195	Closed	-$7.66K	–	528
2022 Q4	$7.66K	Buy	+195	New	+$7.59K	﹤0.01%	435
2018 Q4	–	Sell	-195	Closed	-$6K	–	423
2018 Q3	$6K	Hold	195	–	–	﹤0.01%	375
2018 Q2	$6K	Hold	195	–	–	﹤0.01%	367
2018 Q1	$6K	Hold	195	–	–	﹤0.01%	359
2017 Q4	$6K	Hold	195	–	–	﹤0.01%	357
2017 Q3	$6K	Hold	195	–	–	0.01%	332
2017 Q2	$6K	Hold	195	–	–	0.01%	337
2017 Q1	$6K	Hold	195	–	–	0.01%	333
2016 Q4	$5K	Hold	195	–	–	﹤0.01%	339
2016 Q3	$5K	Hold	195	–	–	﹤0.01%	336
2016 Q2	$5K	Hold	195	–	–	﹤0.01%	325
2016 Q1	$5K	Hold	195	–	–	﹤0.01%	313
2015 Q4	$5K	Buy	+195	New	+$5.69K	﹤0.01%	289

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

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

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

RJFSA

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

LFA

Legend Financial Advisors Pittsburgh, Pennsylvania $155M AUM 36.74% 1-Year Est. Return

OAM

Oppenheimer Asset Management New York $8.76B AUM 23.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JCM

Janney Capital Management Pittsburgh, Pennsylvania $1.59B AUM 23.25% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

MinichMacGregor Wealth Management's RSPD Position: Q1 2023 in Review

MinichMacGregor Wealth Management sold out of Invesco S&P 500 Equal Weight Consumer Discretionary ETF (RSPD) in Q1 2023, closing a stake of 195 shares — an estimated $7.66K sold.

MinichMacGregor Wealth Management first reported a position in RSPD in Q4 2015 and held it in 13 quarters. The position peaked at $7.66K in Q4 2022. 86 funds tracked by Wall St. Rank hold RSPD as of Q1 2023.

MinichMacGregor Wealth Management reported no remaining Invesco S&P 500 Equal Weight Consumer Discretionary ETF position as of Q1 2023 after selling out during the quarter.
MinichMacGregor Wealth Management sold 195 Invesco S&P 500 Equal Weight Consumer Discretionary ETF shares in Q1 2023, an estimated $7.66K.
MinichMacGregor Wealth Management first reported a position in Invesco S&P 500 Equal Weight Consumer Discretionary ETF in Q4 2015 and held it in 13 quarters.
MinichMacGregor Wealth Management's Invesco S&P 500 Equal Weight Consumer Discretionary ETF position peaked at $7.66K in Q4 2022.
86 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Consumer Discretionary ETF as of Q1 2023.

Based on MinichMacGregor Wealth Management's 13F filing for Q1 2023, filed 19 Apr 2023.