Plante Moran Financial Advisors’s Invesco S&P 500 Equal Weight Consumer Discretionary ETF RSPD Stock Holding History

Plante Moran Financial Advisors’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 Q4	–	Sell	-45	Closed	-$2K	–	954
2022 Q3	$2K	Buy	+45	New	+$1.75K	﹤0.01%	794

Other funds holding RSPD

Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

OAM

Oppenheimer Asset Management New York $8.76B AUM 23.12% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

FIM

Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return

Plante Moran Financial Advisors's RSPD Position: Q4 2022 in Review

Plante Moran Financial Advisors sold out of Invesco S&P 500 Equal Weight Consumer Discretionary ETF (RSPD) in Q4 2022, closing a stake of 45 shares — an estimated $2K sold.

Plante Moran Financial Advisors first reported a position in RSPD in Q3 2022 and held it in 1 quarter. The position peaked at $2K in Q3 2022. 80 funds tracked by Wall St. Rank hold RSPD as of Q4 2022.

Plante Moran Financial Advisors reported no remaining Invesco S&P 500 Equal Weight Consumer Discretionary ETF position as of Q4 2022 after selling out during the quarter.
Plante Moran Financial Advisors sold 45 Invesco S&P 500 Equal Weight Consumer Discretionary ETF shares in Q4 2022, an estimated $2K.
Plante Moran Financial Advisors first reported a position in Invesco S&P 500 Equal Weight Consumer Discretionary ETF in Q3 2022 and held it in 1 quarter.
Plante Moran Financial Advisors's Invesco S&P 500 Equal Weight Consumer Discretionary ETF position peaked at $2K in Q3 2022.
80 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Consumer Discretionary ETF as of Q4 2022.

Based on Plante Moran Financial Advisors's 13F filing for Q4 2022, filed 9 Feb 2023.