Psagot Value Holdings’s Invesco S&P 500 Equal Weight Consumer Discretionary ETF RSPD Stock Holding History

Psagot Value Holdings’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 Q3	–	Sell	-99	Closed	-$4K	–	386
2022 Q2	$4K	Hold	99	–	–	﹤0.01%	283
2022 Q1	$4K	Hold	99	–	–	﹤0.01%	304
2021 Q4	$5K	Sell	99 -13,143	-99%	-$672K	﹤0.01%	331
2021 Q3	$636K	Buy	13,242 +93	+0.7%	+$4.59K	0.11%	156
2021 Q2	$649K	Buy	+13,149	New	+$643K	0.02%	193

Other funds holding RSPD

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

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

LFA

Legend Financial Advisors Pittsburgh, Pennsylvania $155M AUM 36.74% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

FIM

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

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

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

SAM

SignalPoint Asset Management Springfield, Missouri $411M AUM 23.81% 1-Year Est. Return

Psagot Value Holdings's RSPD Position: Q3 2022 in Review

Psagot Value Holdings sold out of Invesco S&P 500 Equal Weight Consumer Discretionary ETF (RSPD) in Q3 2022, closing a stake of 99 shares — an estimated $4K sold.

Psagot Value Holdings first reported a position in RSPD in Q2 2021 and held it in 5 quarters. The position peaked at $649K in Q2 2021. 66 funds tracked by Wall St. Rank hold RSPD as of Q3 2022.

Psagot Value Holdings reported no remaining Invesco S&P 500 Equal Weight Consumer Discretionary ETF position as of Q3 2022 after selling out during the quarter.
Psagot Value Holdings sold 99 Invesco S&P 500 Equal Weight Consumer Discretionary ETF shares in Q3 2022, an estimated $4K.
Psagot Value Holdings first reported a position in Invesco S&P 500 Equal Weight Consumer Discretionary ETF in Q2 2021 and held it in 5 quarters.
Psagot Value Holdings's Invesco S&P 500 Equal Weight Consumer Discretionary ETF position peaked at $649K in Q2 2021.
66 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Consumer Discretionary ETF as of Q3 2022.

Based on Psagot Value Holdings's 13F filing for Q3 2022, filed 14 Nov 2022.