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

Precedent Wealth Partners’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
Q1 		$2.39M Buy
44,610
+14,871
+50% +$854K 0.48% 65
2025
Q4 		$1.7M Buy
+29,739
New +$1.68M 0.36% 83

Other funds holding RSPD

HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
LJAC
L.J. Altfest & Co New York $935M AUM 27.19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PAS
Park Avenue Securities New York $12.8B AUM 19.38% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
LG
Leuthold Group Minneapolis, Minnesota $939M AUM 37.7% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Precedent Wealth Partners's RSPD Position: Q1 2026 in Review

Precedent Wealth Partners increased its Invesco S&P 500 Equal Weight Consumer Discretionary ETF (RSPD) stake by 50% in Q1 2026, buying an estimated $854K and bringing the position to 44,610 shares worth $2.39M. The position accounts for 0.48% of the portfolio, ranked #65.

Precedent Wealth Partners first reported a position in RSPD in Q4 2025 and has held it in 2 quarters since. 86 funds tracked by Wall St. Rank hold RSPD as of Q1 2026.

  • Precedent Wealth Partners held 44,610 shares of Invesco S&P 500 Equal Weight Consumer Discretionary ETF worth $2.39M as of Q1 2026.
  • Precedent Wealth Partners bought 14,871 Invesco S&P 500 Equal Weight Consumer Discretionary ETF shares in Q1 2026, an estimated $854K.
  • Invesco S&P 500 Equal Weight Consumer Discretionary ETF made up 0.48% of Precedent Wealth Partners's portfolio in Q1 2026, its #65 holding.
  • Precedent Wealth Partners first reported a position in Invesco S&P 500 Equal Weight Consumer Discretionary ETF in Q4 2025 and has held it in 2 quarters since.
  • 86 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Consumer Discretionary ETF as of Q1 2026.

Based on Precedent Wealth Partners's 13F filing for Q1 2026, filed 14 Apr 2026.