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

Realta 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
2024
Q4 		– Sell
-189
Closed -$9.95K – 401
2024
Q3 		$9.95K Hold
189
– – ﹤0.01% 299
2024
Q2 		$9.08K Hold
189
– – ﹤0.01% 680
2024
Q1 		$9.64K Buy
+189
New +$9.09K ﹤0.01% 700
2023
Q4 		– Sell
-63
Closed -$8.69K – 718
2023
Q3 		$8.69K Sell
63
-126
-67% -$5.68K ﹤0.01% 682
2023
Q2 		$8.69K Buy
+189
New +$8.11K ﹤0.01% 736
2023
Q1 		– Sell
-189
Closed -$7.42K – 736
2022
Q4 		$7.42K Hold
189
– – ﹤0.01% 744
2022
Q3 		$7K Buy
+189
New +$7.36K ﹤0.01% 734

Other funds holding RSPD

HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return
AWM
Adams Wealth Management Logan, Utah $455M AUM 22.33% 1-Year Est. Return
CI
CacheTech Inc Logan, Utah $519M AUM 22.06% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
LFA
Legend Financial Advisors Pittsburgh, Pennsylvania $155M AUM 36.74% 1-Year Est. Return
SWP
Strategic Wealth Partners Independence, Ohio $1.44B AUM 21.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Realta Investment Advisors's RSPD Position: Q4 2024 in Review

Realta Investment Advisors sold out of Invesco S&P 500 Equal Weight Consumer Discretionary ETF (RSPD) in Q4 2024, closing a stake of 189 shares — an estimated $9.95K sold.

Realta Investment Advisors first reported a position in RSPD in Q3 2022 and held it in 7 quarters. The position peaked at $9.95K in Q3 2024. 96 funds tracked by Wall St. Rank hold RSPD as of Q4 2024.

  • Realta Investment Advisors reported no remaining Invesco S&P 500 Equal Weight Consumer Discretionary ETF position as of Q4 2024 after selling out during the quarter.
  • Realta Investment Advisors sold 189 Invesco S&P 500 Equal Weight Consumer Discretionary ETF shares in Q4 2024, an estimated $9.95K.
  • Realta Investment Advisors first reported a position in Invesco S&P 500 Equal Weight Consumer Discretionary ETF in Q3 2022 and held it in 7 quarters.
  • Realta Investment Advisors's Invesco S&P 500 Equal Weight Consumer Discretionary ETF position peaked at $9.95K in Q3 2024.
  • 96 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Consumer Discretionary ETF as of Q4 2024.

Based on Realta Investment Advisors's 13F filing for Q4 2024, filed 28 Jan 2025.