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

Retirement 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
2024
Q1 		$29.8K Sell
905
-2,750
-75% -$86.9K 0.01% 295
2023
Q4 		$115K Buy
+3,655
New +$109K 0.05% 147

Other funds holding RSPS

PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CAC
Certified Advisory Corp Altamonte Springs, Florida $1.24B AUM 21.71% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AAS
Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
AF
Affiance Financial St. Louis Park, Minnesota $695M AUM 17.33% 1-Year Est. Return
PWG
Private Wealth Group Tampa, Florida $259M AUM 17.45% 1-Year Est. Return

Retirement Group's RSPS Position: Q1 2024 in Review

Retirement Group reduced its Invesco S&P 500 Equal Weight Consumer Staples ETF (RSPS) stake by 75% in Q1 2024, selling an estimated $86.9K and leaving 905 shares worth $29.8K. The position accounts for 0.01% of the portfolio, ranked #295.

Retirement Group first reported a position in RSPS in Q4 2023 and has held it in 2 quarters since. The position peaked at $115K in Q4 2023. 123 funds tracked by Wall St. Rank hold RSPS as of Q1 2024.

  • Retirement Group held 905 shares of Invesco S&P 500 Equal Weight Consumer Staples ETF worth $29.8K as of Q1 2024.
  • Retirement Group sold 2,750 Invesco S&P 500 Equal Weight Consumer Staples ETF shares in Q1 2024, an estimated $86.9K.
  • Invesco S&P 500 Equal Weight Consumer Staples ETF made up 0.01% of Retirement Group's portfolio in Q1 2024, its #295 holding.
  • Retirement Group first reported a position in Invesco S&P 500 Equal Weight Consumer Staples ETF in Q4 2023 and has held it in 2 quarters since.
  • Retirement Group's Invesco S&P 500 Equal Weight Consumer Staples ETF position peaked at $115K in Q4 2023.
  • 123 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Consumer Staples ETF as of Q1 2024.

Based on Retirement Group's 13F filing for Q1 2024, filed 30 Apr 2024.