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

Pinnacle Associates’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 Q3	$1.06M	Sell	20,590 -1,480	-7%	-$82.3K	0.01%	512
2026 Q2	$1.24M	Hold	22,070	–	–	0.01%	492
2026 Q1	$1.18M	Sell	22,070 -475	-2%	-$27.3K	0.02%	490
2025 Q4	$1.29M	Sell	22,545 -1,170	-5%	-$66K	0.02%	475
2025 Q3	$1.37M	Hold	23,715	–	–	0.02%	456
2025 Q2	$1.26M	Sell	23,715 -300	-1%	-$15.1K	0.02%	463
2025 Q1	$1.2M	Hold	24,015	–	–	0.02%	464
2024 Q4	$1.28M	Buy	24,015 +375	+2%	+$20K	0.02%	441
2024 Q3	$1.12M	Sell	23,640 -1,250	-5%	-$60.8K	0.02%	450
2024 Q2	$1.2M	Sell	24,890 -975	-4%	-$46.9K	0.02%	438
2024 Q1	$1.32M	Buy	25,865 +2,225	+9%	+$107K	0.02%	436
2023 Q4	$1.12M	Buy	23,640 +175	+0.7%	+$7.49K	0.02%	458
2023 Q3	$987K	Sell	23,465 -100	-0.4%	-$4.51K	0.02%	462
2023 Q2	$1.08M	Hold	23,565	–	–	0.02%	456
2023 Q1	$1M	Buy	+23,565	New	+$1.01M	0.02%	410

Other funds holding RSPD

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Yoder Wealth Management Walnut Creek, California $265M AUM 16.95% 1-Year Est. Return

Carnegie Investment Counsel Pepper Pike, Ohio $5.01B AUM 15.78% 1-Year Est. Return

Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return

Walker Asset Management Verona, Missouri $197M AUM 22.74% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return

Paller Financial Services Centennial, Colorado $130M AUM 16.01% 1-Year Est. Return

Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

James Investment Research Alpha, Ohio $936M AUM 24.49% 1-Year Est. Return

Pinnacle Associates's RSPD Position: Q3 2026 in Review

Pinnacle Associates reduced its Invesco S&P 500 Equal Weight Consumer Discretionary ETF (RSPD) stake by 6.7% in Q3 2026, selling an estimated $82.3K and leaving 20,590 shares worth $1.06M. The position accounts for 0.01% of the portfolio, ranked #512.

Pinnacle Associates first reported a position in RSPD in Q1 2023 and has held it in 15 quarters since. The position peaked at $1.37M in Q3 2025. 19 funds tracked by Wall St. Rank hold RSPD as of Q3 2026.

Pinnacle Associates held 20,590 shares of Invesco S&P 500 Equal Weight Consumer Discretionary ETF worth $1.06M as of Q3 2026.
Pinnacle Associates sold 1,480 Invesco S&P 500 Equal Weight Consumer Discretionary ETF shares in Q3 2026, an estimated $82.3K.
Invesco S&P 500 Equal Weight Consumer Discretionary ETF made up 0.01% of Pinnacle Associates's portfolio in Q3 2026, its #512 holding.
Pinnacle Associates first reported a position in Invesco S&P 500 Equal Weight Consumer Discretionary ETF in Q1 2023 and has held it in 15 quarters since.
Pinnacle Associates's Invesco S&P 500 Equal Weight Consumer Discretionary ETF position peaked at $1.37M in Q3 2025.
19 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Consumer Discretionary ETF as of Q3 2026.

Based on Pinnacle Associates's 13F filing for Q3 2026, filed 20 Oct 2026.