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

Norris Financial 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
2021
Q3 		– Sell
-27,990
Closed -$1.38M – 87
2021
Q2 		$1.38M Buy
+27,990
New +$1.37M 0.93% 28

Other funds holding RSPD

MTWSIF
Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel $759M AUM 84.08% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
EF
Empowered Funds Havertown, Pennsylvania $19B AUM 51.73% 1-Year Est. Return
MW
Marks Wealth Annapolis, Maryland $462M AUM 52.29% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Norris Financial Group's RSPD Position: Q3 2021 in Review

Norris Financial Group sold out of Invesco S&P 500 Equal Weight Consumer Discretionary ETF (RSPD) in Q3 2021, closing a stake of 27,990 shares — an estimated $1.38M sold.

Norris Financial Group first reported a position in RSPD in Q2 2021 and held it in 1 quarter. The position peaked at $1.38M in Q2 2021. 98 funds tracked by Wall St. Rank hold RSPD as of Q3 2021.

  • Norris Financial Group reported no remaining Invesco S&P 500 Equal Weight Consumer Discretionary ETF position as of Q3 2021 after selling out during the quarter.
  • Norris Financial Group sold 27,990 Invesco S&P 500 Equal Weight Consumer Discretionary ETF shares in Q3 2021, an estimated $1.38M.
  • Norris Financial Group first reported a position in Invesco S&P 500 Equal Weight Consumer Discretionary ETF in Q2 2021 and held it in 1 quarter.
  • Norris Financial Group's Invesco S&P 500 Equal Weight Consumer Discretionary ETF position peaked at $1.38M in Q2 2021.
  • 98 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Consumer Discretionary ETF as of Q3 2021.

Based on Norris Financial Group's 13F filing for Q3 2021, filed 20 May 2026.