Polaris Wealth Advisory Group’s Invesco S&P 500 Equal Weight Consumer Discretionary ETF RSPD Stock Holding History

Polaris Wealth Advisory Group’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
2021 Q2	–	Sell	-192,588	Closed	-$9.43M	–	202
2021 Q1	$9.43M	Sell	192,588 -16,773	-8%	-$741K	0.6%	51
2020 Q4	$8.83M	Buy	+209,361	New	+$7.94M	0.66%	49

Other funds holding RSPD

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

MTWSIF

Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel $789M AUM 73.25% 1-Year Est. Return

MIFH

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

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

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Marks Wealth Annapolis, Maryland $380M AUM 40.02% 1-Year Est. Return

Polaris Wealth Advisory Group's RSPD Position: Q2 2021 in Review

Polaris Wealth Advisory Group sold out of Invesco S&P 500 Equal Weight Consumer Discretionary ETF (RSPD) in Q2 2021, closing a stake of 192,588 shares — an estimated $9.43M sold.

Polaris Wealth Advisory Group first reported a position in RSPD in Q4 2020 and held it in 2 quarters. The position peaked at $9.43M in Q1 2021. 102 funds tracked by Wall St. Rank hold RSPD as of Q2 2021.

Polaris Wealth Advisory Group reported no remaining Invesco S&P 500 Equal Weight Consumer Discretionary ETF position as of Q2 2021 after selling out during the quarter.
Polaris Wealth Advisory Group sold 192,588 Invesco S&P 500 Equal Weight Consumer Discretionary ETF shares in Q2 2021, an estimated $9.43M.
Polaris Wealth Advisory Group first reported a position in Invesco S&P 500 Equal Weight Consumer Discretionary ETF in Q4 2020 and held it in 2 quarters.
Polaris Wealth Advisory Group's Invesco S&P 500 Equal Weight Consumer Discretionary ETF position peaked at $9.43M in Q1 2021.
102 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Consumer Discretionary ETF as of Q2 2021.

Based on Polaris Wealth Advisory Group's 13F filing for Q2 2021, filed 23 Jul 2021.