Sheets Smith Wealth Management’s Invesco S&P 500 Equal Weight Consumer Discretionary ETF RSPD Stock Holding History

Sheets Smith Wealth Management’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
2022 Q1	–	Sell	-4,857	Closed	-$253K	–	382
2021 Q4	$253K	Sell	4,857 -159	-3%	-$8.13K	0.03%	332
2021 Q3	$241K	Buy	5,016 +366	+8%	+$18.1K	0.03%	332
2021 Q2	$230K	Sell	4,650 -72	-2%	-$3.52K	0.03%	332
2021 Q1	$222K	Sell	4,722 -1,131	-19%	-$50K	0.03%	310
2020 Q4	$239K	Sell	5,853 -3,828	-40%	-$145K	0.04%	303
2020 Q3	$332K	Buy	+9,681	New	+$317K	0.06%	230

Other funds holding RSPD

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

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Bank of America

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

Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel $766M AUM 73.25% 1-Year Est. Return

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

HighTower Advisors

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

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

Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return

Concourse Financial Group Securities Birmingham, Alabama $1.77B AUM 17.37% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return