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

Regal 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
2021 Q4	–	Sell	-25,662	Closed	-$1.23M	–	555
2021 Q3	$1.23M	Buy	25,662 +120	+0.5%	+$5.92K	0.12%	185
2021 Q2	$1.26M	Buy	+25,542	New	+$1.25M	0.13%	168

Other funds holding RSPD

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

MTWSIF

Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel $789M AUM 73.25% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Marks Wealth Annapolis, Maryland $380M AUM 40.02% 1-Year Est. Return

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

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

Spinnaker Trust Portland, Maine $1.81B AUM 17.83% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Regal Investment Advisors's RSPD Position: Q4 2021 in Review

Regal Investment Advisors sold out of Invesco S&P 500 Equal Weight Consumer Discretionary ETF (RSPD) in Q4 2021, closing a stake of 25,662 shares — an estimated $1.23M sold.

Regal Investment Advisors first reported a position in RSPD in Q2 2021 and held it in 2 quarters. The position peaked at $1.26M in Q2 2021. 108 funds tracked by Wall St. Rank hold RSPD as of Q4 2021.

Regal Investment Advisors reported no remaining Invesco S&P 500 Equal Weight Consumer Discretionary ETF position as of Q4 2021 after selling out during the quarter.
Regal Investment Advisors sold 25,662 Invesco S&P 500 Equal Weight Consumer Discretionary ETF shares in Q4 2021, an estimated $1.23M.
Regal Investment Advisors first reported a position in Invesco S&P 500 Equal Weight Consumer Discretionary ETF in Q2 2021 and held it in 2 quarters.
Regal Investment Advisors's Invesco S&P 500 Equal Weight Consumer Discretionary ETF position peaked at $1.26M in Q2 2021.
108 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Consumer Discretionary ETF as of Q4 2021.

Based on Regal Investment Advisors's 13F filing for Q4 2021, filed 10 Feb 2022.