Sigma Planning Corp’s Invesco S&P 500 Equal Weight Consumer Staples ETF RSPS Stock Holding History

Sigma Planning Corp’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 Q2	–	Sell	-6,161	Closed	-$203K	–	1259
2024 Q1	$203K	Buy	+6,161	New	+$195K	0.01%	1131
2023 Q1	–	Sell	-6,985	Closed	-$238K	–	1347
2022 Q4	$238K	Buy	+6,985	New	+$234K	0.01%	1067
2022 Q1	–	Sell	-5,940	Closed	-$202K	–	1477
2021 Q4	$202K	Buy	+5,940	New	+$190K	0.01%	1278
2021 Q3	–	Sell	-7,800	Closed	-$251K	–	1474
2021 Q2	$251K	Buy	7,800 +15	+0.2%	+$487	0.01%	1185
2021 Q1	$246K	Buy	7,785 +25	+0.3%	+$758	0.01%	1100
2020 Q4	$235K	Buy	+7,760	New	+$229K	0.01%	1014
2018 Q2	–	Sell	-26,100	Closed	-$661K	–	940
2018 Q1	$661K	Buy	26,100 +2,335	+10%	+$61K	0.05%	361
2017 Q4	$635K	Buy	23,765 +1,550	+7%	+$39.2K	0.05%	369
2017 Q3	$545K	Buy	+22,215	New	+$553K	0.04%	397

Other funds holding RSPS

Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return

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

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 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 Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Sigma Planning Corp's RSPS Position: Q2 2024 in Review

Sigma Planning Corp sold out of Invesco S&P 500 Equal Weight Consumer Staples ETF (RSPS) in Q2 2024, closing a stake of 6,161 shares — an estimated $203K sold.

Sigma Planning Corp first reported a position in RSPS in Q3 2017 and held it in 9 quarters. The position peaked at $661K in Q1 2018. 118 funds tracked by Wall St. Rank hold RSPS as of Q2 2024.

Sigma Planning Corp reported no remaining Invesco S&P 500 Equal Weight Consumer Staples ETF position as of Q2 2024 after selling out during the quarter.
Sigma Planning Corp sold 6,161 Invesco S&P 500 Equal Weight Consumer Staples ETF shares in Q2 2024, an estimated $203K.
Sigma Planning Corp first reported a position in Invesco S&P 500 Equal Weight Consumer Staples ETF in Q3 2017 and held it in 9 quarters.
Sigma Planning Corp's Invesco S&P 500 Equal Weight Consumer Staples ETF position peaked at $661K in Q1 2018.
118 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Consumer Staples ETF as of Q2 2024.

Based on Sigma Planning Corp's 13F filing for Q2 2024, filed 6 Aug 2024.