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

Pinnacle Private Wealth’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
2022 Q2	$259K	Hold	7,266	–	–	0.1%	222
2022 Q1	$328K	Sell	7,266 -924	-11%	-$43.5K	0.1%	207
2021 Q4	$427K	Buy	+8,190	New	+$419K	0.13%	167

Other funds holding RSPD

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

LFA

Legend Financial Advisors Pittsburgh, Pennsylvania $176M AUM 57.06% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

FIM

Freedom Investment Management Hartford, Connecticut $359M AUM 23.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

CFGS

Concourse Financial Group Securities Birmingham, Alabama $1.77B AUM 17.37% 1-Year Est. Return

Pinnacle Private Wealth's RSPD Position: Q2 2022 in Review

Pinnacle Private Wealth held its Invesco S&P 500 Equal Weight Consumer Discretionary ETF (RSPD) position steady in Q2 2022 at 7,266 shares worth $259K. The position accounts for 0.1% of the portfolio, ranked #222.

Pinnacle Private Wealth first reported a position in RSPD in Q4 2021 and has held it in 3 quarters since. The position peaked at $427K in Q4 2021. 72 funds tracked by Wall St. Rank hold RSPD as of Q2 2022.

Pinnacle Private Wealth held 7,266 shares of Invesco S&P 500 Equal Weight Consumer Discretionary ETF worth $259K as of Q2 2022.
Pinnacle Private Wealth left its Invesco S&P 500 Equal Weight Consumer Discretionary ETF share count unchanged in Q2 2022.
Invesco S&P 500 Equal Weight Consumer Discretionary ETF made up 0.1% of Pinnacle Private Wealth's portfolio in Q2 2022, its #222 holding.
Pinnacle Private Wealth first reported a position in Invesco S&P 500 Equal Weight Consumer Discretionary ETF in Q4 2021 and has held it in 3 quarters since.
Pinnacle Private Wealth's Invesco S&P 500 Equal Weight Consumer Discretionary ETF position peaked at $427K in Q4 2021.
72 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Consumer Discretionary ETF as of Q2 2022.

Based on Pinnacle Private Wealth's 13F filing for Q2 2022, filed 15 Jul 2022.