PWM
RSPD icon

Perigon Wealth Management’s Invesco S&P 500 Equal Weight Consumer Discretionary ETF RSPD Stock Holding History

Perigon Wealth 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
2024
Q4 		– Sell
-15,994
Closed -$833K – 1088
2024
Q3 		$833K Buy
+15,994
New +$778K 0.02% 482

Other funds holding RSPD

HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return
AWM
Adams Wealth Management Logan, Utah $455M AUM 22.33% 1-Year Est. Return
CI
CacheTech Inc Logan, Utah $519M AUM 22.06% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
HighTower Advisors
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
SWP
Strategic Wealth Partners Independence, Ohio $1.44B AUM 21.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Perigon Wealth Management's RSPD Position: Q4 2024 in Review

Perigon Wealth Management sold out of Invesco S&P 500 Equal Weight Consumer Discretionary ETF (RSPD) in Q4 2024, closing a stake of 15,994 shares — an estimated $833K sold.

Perigon Wealth Management first reported a position in RSPD in Q3 2024 and held it in 1 quarter. The position peaked at $833K in Q3 2024. 96 funds tracked by Wall St. Rank hold RSPD as of Q4 2024.

  • Perigon Wealth Management reported no remaining Invesco S&P 500 Equal Weight Consumer Discretionary ETF position as of Q4 2024 after selling out during the quarter.
  • Perigon Wealth Management sold 15,994 Invesco S&P 500 Equal Weight Consumer Discretionary ETF shares in Q4 2024, an estimated $833K.
  • Perigon Wealth Management first reported a position in Invesco S&P 500 Equal Weight Consumer Discretionary ETF in Q3 2024 and held it in 1 quarter.
  • Perigon Wealth Management's Invesco S&P 500 Equal Weight Consumer Discretionary ETF position peaked at $833K in Q3 2024.
  • 96 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Consumer Discretionary ETF as of Q4 2024.

Based on Perigon Wealth Management's 13F filing for Q4 2024, filed 22 Jan 2025.