Mutual Advisors’s Invesco S&P 500 Equal Weight Consumer Discretionary ETF RSPD Stock Holding History

Mutual Advisors’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	–	Sell	-22,704	Closed	-$1.04M	–	1035
2023 Q2	$1.04M	Sell	22,704 -246	-1%	-$10.6K	0.04%	426
2023 Q1	$978K	Buy	22,950 +249	+1%	+$10.6K	0.04%	427
2022 Q4	$891K	Buy	+22,701	New	+$883K	0.04%	437
2022 Q1	–	Sell	-5,955	Closed	-$311K	–	923
2021 Q4	$311K	Sell	5,955 -5,916	-50%	-$303K	0.02%	734
2021 Q3	$571K	Buy	+11,871	New	+$586K	0.03%	505

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 $20.6B AUM 59.59% 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

Mutual Advisors's RSPD Position: Q3 2023 in Review

Mutual Advisors sold out of Invesco S&P 500 Equal Weight Consumer Discretionary ETF (RSPD) in Q3 2023, closing a stake of 22,704 shares — an estimated $1.04M sold.

Mutual Advisors first reported a position in RSPD in Q3 2021 and held it in 5 quarters. The position peaked at $1.04M in Q2 2023. 100 funds tracked by Wall St. Rank hold RSPD as of Q3 2023.

Mutual Advisors reported no remaining Invesco S&P 500 Equal Weight Consumer Discretionary ETF position as of Q3 2023 after selling out during the quarter.
Mutual Advisors sold 22,704 Invesco S&P 500 Equal Weight Consumer Discretionary ETF shares in Q3 2023, an estimated $1.04M.
Mutual Advisors first reported a position in Invesco S&P 500 Equal Weight Consumer Discretionary ETF in Q3 2021 and held it in 5 quarters.
Mutual Advisors's Invesco S&P 500 Equal Weight Consumer Discretionary ETF position peaked at $1.04M in Q2 2023.
100 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Consumer Discretionary ETF as of Q3 2023.

Based on Mutual Advisors's 13F filing for Q3 2023, filed 13 Nov 2023.