Private Wealth Group’s Invesco S&P 500 Equal Weight Consumer Staples ETF RSPS Stock Holding History

Private Wealth Group’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 Q2	$330K	Sell	10,997 -3,121	-22%	-$93K	0.13%	60
2026 Q1	$416K	Hold	14,118	–	–	0.19%	45
2025 Q4	$410K	Sell	14,118 -72,948	-84%	-$2.13M	0.2%	45
2025 Q3	$2.54M	Buy	87,066 +19,294	+28%	+$585K	1.27%	18
2025 Q2	$2.03M	Sell	67,772 -44,948	-40%	-$1.36M	1.08%	18
2025 Q1	$3.47M	Sell	112,720 -36,268	-24%	-$1.08M	2.04%	11
2024 Q4	$4.48M	Buy	148,988 +386	+0.3%	+$12.1K	2.19%	11
2024 Q3	$4.81M	Sell	148,602 -9,632	-6%	-$305K	2.4%	11
2024 Q2	$4.84M	Sell	158,234 -6,427	-4%	-$204K	2.54%	11
2024 Q1	$5.42M	Sell	164,661 -8,774	-5%	-$277K	2.81%	11
2023 Q4	$5.45M	Buy	173,435 +17,306	+11%	+$518K	3.09%	11
2023 Q3	$4.69M	Buy	156,129 +112,259	+256%	+$3.67M	3.07%	12
2023 Q2	$1.47M	Sell	43,870 -965	-2%	-$32.9K	1.51%	18
2023 Q1	$1.53M	Sell	44,835 -415	-0.9%	-$13.9K	2.1%	13
2022 Q4	$1.54M	Sell	45,250 -244,985	-84%	-$8.21M	2.19%	12
2022 Q3	$8.93M	Sell	290,235 -9,220	-3%	-$310K	13.95%	1
2022 Q2	$9.92M	Sell	299,455 -25,690	-8%	-$875K	12.28%	2
2022 Q1	$11M	Sell	325,145 -11,870	-4%	-$399K	8.1%	3
2021 Q4	$11.4M	Sell	337,015 -12,800	-4%	-$409K	7.76%	3
2021 Q3	$10.8M	Buy	349,815 +55	+0%	+$1.75K	7.12%	3
2021 Q2	$11.3M	Buy	349,760 +11,260	+3%	+$365K	7.46%	3
2021 Q1	$10.7M	Buy	338,500 +3,005	+0.9%	+$91.1K	7.63%	3
2020 Q4	$10.2M	Buy	335,495 +4,330	+1%	+$128K	8.46%	3
2020 Q3	$9.47M	Buy	+331,165	New	+$9.49M	7.68%	4

Other funds holding RSPS

Friedenthal Financial Marlton, New Jersey $217M AUM 21.15% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

WAM

Walker Asset Management Verona, Missouri $198M AUM 27.67% 1-Year Est. Return

SCM

Sunbeam Capital Management Atlanta, Georgia $219M AUM 29.5% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

RFM

Royal Fund Management Lady Lake, Florida $1.2B AUM 32.21% 1-Year Est. Return

FFN

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

RWM

Redstone Wealth Management Oklahoma City, Oklahoma $153M AUM

Private Wealth Group's RSPS Position: Q2 2026 in Review

Private Wealth Group reduced its Invesco S&P 500 Equal Weight Consumer Staples ETF (RSPS) stake by 22% in Q2 2026, selling an estimated $93K and leaving 10,997 shares worth $330K. The position accounts for 0.13% of the portfolio, ranked #60.

Private Wealth Group first reported a position in RSPS in Q3 2020 and has held it in 24 quarters since. The position peaked at $11.4M in Q4 2021. 18 funds tracked by Wall St. Rank hold RSPS as of Q2 2026.

Private Wealth Group held 10,997 shares of Invesco S&P 500 Equal Weight Consumer Staples ETF worth $330K as of Q2 2026.
Private Wealth Group sold 3,121 Invesco S&P 500 Equal Weight Consumer Staples ETF shares in Q2 2026, an estimated $93K.
Invesco S&P 500 Equal Weight Consumer Staples ETF made up 0.13% of Private Wealth Group's portfolio in Q2 2026, its #60 holding.
Private Wealth Group first reported a position in Invesco S&P 500 Equal Weight Consumer Staples ETF in Q3 2020 and has held it in 24 quarters since.
Private Wealth Group's Invesco S&P 500 Equal Weight Consumer Staples ETF position peaked at $11.4M in Q4 2021.
18 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Consumer Staples ETF as of Q2 2026.

Based on Private Wealth Group's 13F filing for Q2 2026, filed 8 Jul 2026.