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

Richard Bernstein 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
2026 Q1	$41.9K	Sell	783 -16	-2%	-$919	﹤0.01%	218
2025 Q4	$45.6K	Sell	799 -1	-0.1%	-$56	﹤0.01%	164
2025 Q3	$44.2K	Sell	800 -26	-3%	-$1.48K	﹤0.01%	194
2025 Q2	$44K	Sell	826 -856	-51%	-$43.1K	﹤0.01%	201
2025 Q1	$83.9K	Sell	1,682 -853	-34%	-$45.3K	﹤0.01%	213
2024 Q4	$135K	Sell	2,535 -15	-0.6%	-$802	﹤0.01%	211
2024 Q3	$133K	Sell	2,550 -758,966	-100%	-$36.9M	﹤0.01%	218
2024 Q2	$36.6M	Sell	761,516 -26,522	-3%	-$1.27M	0.81%	29
2024 Q1	$40.2M	Sell	788,038 -30,149	-4%	-$1.45M	0.86%	25
2023 Q4	$38.9M	Sell	818,187 -63,767	-7%	-$2.73M	0.86%	24
2023 Q3	$37.1M	Buy	+881,954	New	+$39.8M	0.83%	27

Other funds holding RSPD

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

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

LJAC

L.J. Altfest & Co New York $935M AUM 27.19% 1-Year Est. Return

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

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

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

Leuthold Group Minneapolis, Minnesota $939M AUM 37.7% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Richard Bernstein Advisors's RSPD Position: Q1 2026 in Review

Richard Bernstein Advisors reduced its Invesco S&P 500 Equal Weight Consumer Discretionary ETF (RSPD) stake by 2% in Q1 2026, selling an estimated $919 and leaving 783 shares worth $41.9K. The position accounts for ﹤0.01% of the portfolio, ranked #218.

Richard Bernstein Advisors first reported a position in RSPD in Q3 2023 and has held it in 11 quarters since. The position peaked at $40.2M in Q1 2024. 86 funds tracked by Wall St. Rank hold RSPD as of Q1 2026.

Richard Bernstein Advisors held 783 shares of Invesco S&P 500 Equal Weight Consumer Discretionary ETF worth $41.9K as of Q1 2026.
Richard Bernstein Advisors sold 16 Invesco S&P 500 Equal Weight Consumer Discretionary ETF shares in Q1 2026, an estimated $919.
Invesco S&P 500 Equal Weight Consumer Discretionary ETF made up ﹤0.01% of Richard Bernstein Advisors's portfolio in Q1 2026, its #218 holding.
Richard Bernstein Advisors first reported a position in Invesco S&P 500 Equal Weight Consumer Discretionary ETF in Q3 2023 and has held it in 11 quarters since.
Richard Bernstein Advisors's Invesco S&P 500 Equal Weight Consumer Discretionary ETF position peaked at $40.2M in Q1 2024.
86 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Consumer Discretionary ETF as of Q1 2026.

Based on Richard Bernstein Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.