Planning Directions’s Invesco S&P 500 Equal Weight Consumer Staples ETF RSPS Stock Holding History

Planning Directions’s Portfolio RSPS Stock Details RSPS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$637K	Sell	21,610 -1,492	-6%	-$46.3K	0.32%	45
2025 Q4	$671K	Sell	23,102 -1,570	-6%	-$45.9K	0.34%	39
2025 Q3	$721K	Sell	24,672 -141	-0.6%	-$4.27K	0.38%	38
2025 Q2	$744K	Sell	24,813 -354	-1%	-$10.7K	0.42%	35
2025 Q1	$776K	Sell	25,167 -1,177	-4%	-$35.2K	0.33%	51
2024 Q4	$793K	Sell	26,344 -6,984	-21%	-$219K	0.46%	35
2024 Q3	$1.08M	Sell	33,328 -1,578	-5%	-$50K	0.64%	29
2024 Q2	$1.07M	Sell	34,906 -7,769	-18%	-$247K	0.73%	28
2024 Q1	$1.41M	Sell	42,675 -14,118	-25%	-$446K	0.98%	22
2023 Q4	$1.78M	Sell	56,793 -9,457	-14%	-$283K	1.27%	16
2023 Q3	$1.99M	Sell	66,250 -6,035	-8%	-$197K	1.52%	14
2023 Q2	$2.42M	Sell	72,285 -3,240	-4%	-$111K	1.76%	11
2023 Q1	$2.57M	Sell	75,525 -385	-0.5%	-$12.9K	1.91%	12
2022 Q4	$2.59M	Sell	75,910 -540	-0.7%	-$18.1K	1.98%	11
2022 Q3	$2.35M	Sell	76,450 -1,680	-2%	-$56.5K	1.9%	11
2022 Q2	$2.59M	Buy	78,130 +2,510	+3%	+$85.5K	1.98%	10
2022 Q1	$2.56M	Sell	75,620 -3,070	-4%	-$103K	1.8%	12
2021 Q4	$2.67M	Buy	78,690 +6,525	+9%	+$209K	1.78%	13
2021 Q3	$2.22M	Buy	72,165 +890	+1%	+$28.4K	1.62%	14
2021 Q2	$2.3M	Buy	71,275 +1,020	+1%	+$33.1K	1.68%	13
2021 Q1	$2.22M	Buy	70,255 +585	+0.8%	+$17.7K	1.75%	13
2020 Q4	$2.11M	Buy	69,670 +475	+0.7%	+$14K	1.71%	14
2020 Q3	$1.98M	Sell	69,195 -230	-0.3%	-$6.59K	1.74%	14
2020 Q2	$1.88M	Buy	+69,425	New	+$1.86M	1.76%	14
2020 Q1	–	Sell	-73,125	Closed	-$2.13M	–	84
2019 Q4	$2.13M	Sell	73,125 -2,455	-3%	-$69.3K	1.97%	11
2019 Q3	$2.12M	Buy	75,580 +90	+0.1%	+$2.47K	2.04%	11
2019 Q2	$2.02M	Buy	75,490 +840	+1%	+$22.4K	2.05%	12
2019 Q1	$1.96M	Buy	74,650 +2,375	+3%	+$58.9K	2.33%	11
2018 Q4	$1.68M	Sell	72,275 -1,175	-2%	-$29.8K	2.08%	10
2018 Q3	$1.89M	Sell	73,450 -4,970	-6%	-$128K	1.75%	13
2018 Q2	$1.96M	Sell	78,420 -35,345	-31%	-$867K	1.89%	11
2018 Q1	$2.88M	Buy	+113,765	New	+$2.97M	2.82%	7

Other funds holding RSPS

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

CAM

Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

CCWP

Cedar Cove Wealth Partners Bloomington, Minnesota $191M AUM

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

FIBOI

First International Bank of Israel Tel Aviv $340M AUM 14.61% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Planning Directions's RSPS Position: Q1 2026 in Review

Planning Directions reduced its Invesco S&P 500 Equal Weight Consumer Staples ETF (RSPS) stake by 6.5% in Q1 2026, selling an estimated $46.3K and leaving 21,610 shares worth $637K. The position accounts for 0.32% of the portfolio, ranked #45.

Planning Directions first reported a position in RSPS in Q1 2018 and has held it in 32 quarters since. The position peaked at $2.88M in Q1 2018. 116 funds tracked by Wall St. Rank hold RSPS as of Q1 2026.

Planning Directions held 21,610 shares of Invesco S&P 500 Equal Weight Consumer Staples ETF worth $637K as of Q1 2026.
Planning Directions sold 1,492 Invesco S&P 500 Equal Weight Consumer Staples ETF shares in Q1 2026, an estimated $46.3K.
Invesco S&P 500 Equal Weight Consumer Staples ETF made up 0.32% of Planning Directions's portfolio in Q1 2026, its #45 holding.
Planning Directions first reported a position in Invesco S&P 500 Equal Weight Consumer Staples ETF in Q1 2018 and has held it in 32 quarters since.
Planning Directions's Invesco S&P 500 Equal Weight Consumer Staples ETF position peaked at $2.88M in Q1 2018.
116 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Consumer Staples ETF as of Q1 2026.

Based on Planning Directions's 13F filing for Q1 2026, filed 15 Apr 2026.