RE Dickinson Investment Advisors’s Invesco S&P 500 Equal Weight Consumer Discretionary ETF RSPD Stock Holding History

RE Dickinson Investment 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 Q3	–	Sell	-699	Closed	-$25	–	280
2022 Q2	$25	Sell	699 -1,155	-62%	-$47K	﹤0.01%	109
2022 Q1	$84K	Buy	1,854 +939	+103%	+$44.2K	0.06%	67
2021 Q4	$48K	Buy	+915	New	+$46.8K	0.04%	87

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

RE Dickinson Investment Advisors's RSPD Position: Q3 2022 in Review

RE Dickinson Investment Advisors sold out of Invesco S&P 500 Equal Weight Consumer Discretionary ETF (RSPD) in Q3 2022, closing a stake of 699 shares — an estimated $25 sold.

RE Dickinson Investment Advisors first reported a position in RSPD in Q4 2021 and held it in 3 quarters. The position peaked at $84K in Q1 2022. 66 funds tracked by Wall St. Rank hold RSPD as of Q3 2022.

RE Dickinson Investment Advisors reported no remaining Invesco S&P 500 Equal Weight Consumer Discretionary ETF position as of Q3 2022 after selling out during the quarter.
RE Dickinson Investment Advisors sold 699 Invesco S&P 500 Equal Weight Consumer Discretionary ETF shares in Q3 2022, an estimated $25.
RE Dickinson Investment Advisors first reported a position in Invesco S&P 500 Equal Weight Consumer Discretionary ETF in Q4 2021 and held it in 3 quarters.
RE Dickinson Investment Advisors's Invesco S&P 500 Equal Weight Consumer Discretionary ETF position peaked at $84K in Q1 2022.
66 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Consumer Discretionary ETF as of Q3 2022.

Based on RE Dickinson Investment Advisors's 13F filing for Q3 2022, filed 2 Nov 2022.