Sage Advisory Services’s Invesco S&P 500 Equal Weight Consumer Discretionary ETF RSPD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q4
Sell
-142,302
Closed -$6.84M 62
2021
Q3
$6.84M Buy
142,302
+8,430
+6% +$416K 1.78% 21
2021
Q2
$6.61M Sell
133,872
-32,466
-20% -$1.59M 1.81% 22
2021
Q1
$7.81M Buy
+166,338
New +$7.35M 1.9% 19

Other funds holding RSPD

Sage Advisory Services's RSPD Position: Q4 2021 in Review

Sage Advisory Services sold out of Invesco S&P 500 Equal Weight Consumer Discretionary ETF (RSPD) in Q4 2021, closing a stake of 142,302 shares — an estimated $6.84M sold.

Sage Advisory Services first reported a position in RSPD in Q1 2021 and held it in 3 quarters. The position peaked at $7.81M in Q1 2021. 108 funds tracked by Wall St. Rank hold RSPD as of Q4 2021.

  • Sage Advisory Services reported no remaining Invesco S&P 500 Equal Weight Consumer Discretionary ETF position as of Q4 2021 after selling out during the quarter.
  • Sage Advisory Services sold 142,302 Invesco S&P 500 Equal Weight Consumer Discretionary ETF shares in Q4 2021, an estimated $6.84M.
  • Sage Advisory Services first reported a position in Invesco S&P 500 Equal Weight Consumer Discretionary ETF in Q1 2021 and held it in 3 quarters.
  • Sage Advisory Services's Invesco S&P 500 Equal Weight Consumer Discretionary ETF position peaked at $7.81M in Q1 2021.
  • 108 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Consumer Discretionary ETF as of Q4 2021.

Based on Sage Advisory Services's 13F filing for Q4 2021, filed 31 Jan 2022.