O'Shaughnessy Asset Management’s Invesco S&P 500 Equal Weight Consumer Discretionary ETF RSPD Stock Holding History

O'Shaughnessy Asset Management’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	$5.83K	Hold	109	–	–	﹤0.01%	2485
2025 Q4	$6.22K	Hold	109	–	–	﹤0.01%	2465
2025 Q3	$6.29K	Hold	109	–	–	﹤0.01%	2391
2025 Q2	$5.8K	Sell	109 -54	-33%	-$2.72K	﹤0.01%	2217
2025 Q1	$8.13K	Hold	163	–	–	﹤0.01%	2141
2024 Q4	$8.71K	Buy	163 +1	+0.6%	+$53	﹤0.01%	2070
2024 Q3	$8.52K	Buy	162 +22	+16%	+$1.07K	﹤0.01%	2007
2024 Q2	$6.73K	Buy	+140	New	+$6.73K	﹤0.01%	1861

Other funds holding RSPD

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 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

L.J. Altfest & Co New York $935M AUM 27.19% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Park Avenue Securities New York $12.8B AUM 19.38% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Leuthold Group Minneapolis, Minnesota $939M AUM 37.7% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $10.6B AUM 19.99% 1-Year Est. Return