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Newbridge Financial Services Group’s Invesco S&P 500 Equal Weight Consumer Discretionary ETF RSPD Stock Holding History

Newbridge Financial Services Group’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
2026
Q1 		$26.8K Hold
500
– – ﹤0.01% 574
2025
Q4 		$28.5K Hold
500
– – ﹤0.01% 563
2025
Q3 		$28.9K Buy
+500
New +$28.4K ﹤0.01% 651
2023
Q2 		– Sell
-15
Closed -$639 – 1430
2023
Q1 		$639 Buy
+15
New +$640 ﹤0.01% 1312

Other funds holding RSPD

HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
LJAC
L.J. Altfest & Co New York $935M AUM 27.19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PAS
Park Avenue Securities New York $12.8B AUM 19.38% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
LG
Leuthold Group Minneapolis, Minnesota $939M AUM 37.7% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Newbridge Financial Services Group's RSPD Position: Q1 2026 in Review

Newbridge Financial Services Group held its Invesco S&P 500 Equal Weight Consumer Discretionary ETF (RSPD) position steady in Q1 2026 at 500 shares worth $26.8K. The position accounts for ﹤0.01% of the portfolio, ranked #574.

Newbridge Financial Services Group first reported a position in RSPD in Q1 2023 and has held it in 4 quarters since. The position peaked at $28.9K in Q3 2025. 86 funds tracked by Wall St. Rank hold RSPD as of Q1 2026.

  • Newbridge Financial Services Group held 500 shares of Invesco S&P 500 Equal Weight Consumer Discretionary ETF worth $26.8K as of Q1 2026.
  • Newbridge Financial Services Group left its Invesco S&P 500 Equal Weight Consumer Discretionary ETF share count unchanged in Q1 2026.
  • Invesco S&P 500 Equal Weight Consumer Discretionary ETF made up ﹤0.01% of Newbridge Financial Services Group's portfolio in Q1 2026, its #574 holding.
  • Newbridge Financial Services Group first reported a position in Invesco S&P 500 Equal Weight Consumer Discretionary ETF in Q1 2023 and has held it in 4 quarters since.
  • Newbridge Financial Services Group's Invesco S&P 500 Equal Weight Consumer Discretionary ETF position peaked at $28.9K in Q3 2025.
  • 86 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Consumer Discretionary ETF as of Q1 2026.

Based on Newbridge Financial Services Group's 13F filing for Q1 2026, filed 5 May 2026.