Monument Capital Management’s Invesco S&P 500 Equal Weight Consumer Staples ETF RSPS Stock Holding History

Monument Capital Management’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 Q3	–	Sell	-6,871	Closed	-$206K	–	254
2025 Q2	$206K	Sell	6,871 -3,852	-36%	-$116K	0.05%	211
2025 Q1	$330K	Sell	10,723 -5,690	-35%	-$170K	0.1%	145
2024 Q4	$494K	Buy	16,413 +8	+0%	+$250	0.14%	113
2024 Q3	$531K	Hold	16,405	–	–	0.15%	111
2024 Q2	$502K	Sell	16,405 -5,166	-24%	-$164K	0.15%	105
2024 Q1	$710K	Sell	21,571 -13,111	-38%	-$414K	0.2%	97
2023 Q4	$1.09M	Sell	34,682 -1,343	-4%	-$40.2K	0.35%	74
2023 Q3	$1.08M	Sell	36,025 -965	-3%	-$31.5K	0.36%	74
2023 Q2	$1.24M	Sell	36,990 -8,910	-19%	-$304K	0.39%	69
2023 Q1	$1.56M	Sell	45,900 -7,465	-14%	-$251K	0.52%	59
2022 Q4	$1.82M	Sell	53,365 -3,970	-7%	-$133K	0.62%	53
2022 Q3	$1.76M	Sell	57,335 -1,690	-3%	-$56.8K	0.66%	43
2022 Q2	$1.96M	Sell	59,025 -260	-0.4%	-$8.86K	0.74%	37
2022 Q1	$2.01M	Sell	59,285 -3,305	-5%	-$111K	0.65%	51
2021 Q4	$2.13M	Buy	62,590 +1,065	+2%	+$34.1K	0.66%	54
2021 Q3	$1.9M	Sell	61,525 -230	-0.4%	-$7.34K	0.64%	60
2021 Q2	$1.99M	Sell	61,755 -1,040	-2%	-$33.7K	0.69%	60
2021 Q1	$1.98M	Sell	62,795 -185	-0.3%	-$5.61K	0.8%	62
2020 Q4	$1.91M	Sell	62,980 -735	-1%	-$21.7K	0.88%	59
2020 Q3	$1.82M	Sell	63,715 -7,830	-11%	-$224K	0.96%	59
2020 Q2	$1.94M	Sell	71,545 -6,355	-8%	-$170K	1.14%	43
2020 Q1	$1.93M	Buy	77,900 +5,740	+8%	+$160K	1.39%	37
2019 Q4	$2.11M	Buy	72,160 +970	+1%	+$27.4K	1.07%	47
2019 Q3	$2M	Buy	71,190 +1,535	+2%	+$42.1K	1.08%	45
2019 Q2	$1.86M	Buy	+69,655	New	+$1.86M	1%	51

Other funds holding RSPS

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

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

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

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

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

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

FIBOI

First International Bank of Israel Tel Aviv $340M AUM 14.61% 1-Year Est. Return

PWG

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

Monument Capital Management's RSPS Position: Q3 2025 in Review

Monument Capital Management sold out of Invesco S&P 500 Equal Weight Consumer Staples ETF (RSPS) in Q3 2025, closing a stake of 6,871 shares — an estimated $206K sold.

Monument Capital Management first reported a position in RSPS in Q2 2019 and held it in 25 quarters. The position peaked at $2.13M in Q4 2021. 106 funds tracked by Wall St. Rank hold RSPS as of Q3 2025.

Monument Capital Management reported no remaining Invesco S&P 500 Equal Weight Consumer Staples ETF position as of Q3 2025 after selling out during the quarter.
Monument Capital Management sold 6,871 Invesco S&P 500 Equal Weight Consumer Staples ETF shares in Q3 2025, an estimated $206K.
Monument Capital Management first reported a position in Invesco S&P 500 Equal Weight Consumer Staples ETF in Q2 2019 and held it in 25 quarters.
Monument Capital Management's Invesco S&P 500 Equal Weight Consumer Staples ETF position peaked at $2.13M in Q4 2021.
106 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Consumer Staples ETF as of Q3 2025.

Based on Monument Capital Management's 13F filing for Q3 2025, filed 14 Oct 2025.