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Money Concepts Capital’s Invesco S&P 500 Equal Weight Consumer Discretionary ETF RSPD Stock Holding History

Money Concepts Capital’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
-348
Closed -$13.7K – 2412
2022
Q4 		$13.7K Buy
+348
New +$13.5K ﹤0.01% 1863
2022
Q2 		– Sell
-948
Closed -$43K – 2411
2022
Q1 		$43K Buy
+948
New +$44.7K ﹤0.01% 1297

Other funds holding RSPD

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

Money Concepts Capital's RSPD Position: Q1 2023 in Review

Money Concepts Capital sold out of Invesco S&P 500 Equal Weight Consumer Discretionary ETF (RSPD) in Q1 2023, closing a stake of 348 shares — an estimated $13.7K sold.

Money Concepts Capital first reported a position in RSPD in Q1 2022 and held it in 2 quarters. The position peaked at $43K in Q1 2022. 86 funds tracked by Wall St. Rank hold RSPD as of Q1 2023.

  • Money Concepts Capital reported no remaining Invesco S&P 500 Equal Weight Consumer Discretionary ETF position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 348 Invesco S&P 500 Equal Weight Consumer Discretionary ETF shares in Q1 2023, an estimated $13.7K.
  • Money Concepts Capital first reported a position in Invesco S&P 500 Equal Weight Consumer Discretionary ETF in Q1 2022 and held it in 2 quarters.
  • Money Concepts Capital's Invesco S&P 500 Equal Weight Consumer Discretionary ETF position peaked at $43K in Q1 2022.
  • 86 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Consumer Discretionary ETF as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.