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Steward Partners Investment Advisory’s Invesco S&P 500 Equal Weight Consumer Discretionary ETF RSPD Stock Holding History

Steward Partners Investment Advisory’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
2025
Q4 		– Sell
-85
Closed -$4.89K – 4445
2025
Q3 		$4.89K Sell
85
-81
-49% -$4.61K ﹤0.01% 3668
2025
Q2 		$8.81K Buy
166
+1
+0.6% +$50 ﹤0.01% 3268
2025
Q1 		$8.24K Hold
165
– – ﹤0.01% 3181
2024
Q4 		$8.81K Sell
165
-9
-5% -$481 ﹤0.01% 3151
2024
Q3 		$9.05K Sell
174
-205
-54% -$9.97K ﹤0.01% 2983
2024
Q2 		$18.2K Buy
379
+32
+9% +$1.54K ﹤0.01% 2578
2024
Q1 		$17.7K Hold
347
– – ﹤0.01% 2565
2023
Q4 		$16.5K Hold
347
– – ﹤0.01% 2490
2023
Q3 		$14.6K Sell
347
-1
-0.3% -$45 ﹤0.01% 2446
2023
Q2 		$15.9K Buy
348
+3
+0.9% +$129 ﹤0.01% 2399
2023
Q1 		$14.8K Hold
345
– – ﹤0.01% 2380
2022
Q4 		$13.6K Sell
345
-243
-41% -$9.46K ﹤0.01% 2425
2022
Q3 		$21K Hold
588
– – ﹤0.01% 2213
2022
Q2 		$21K Sell
588
-522
-47% -$21.2K ﹤0.01% 2211
2022
Q1 		$50K Buy
1,110
+465
+72% +$21.9K ﹤0.01% 1920
2021
Q4 		$34K Hold
645
– – ﹤0.01% 2088
2021
Q3 		$31K Sell
645
-46,296
-99% -$2.28M ﹤0.01% 2117
2021
Q2 		$2.32M Buy
46,941
+870
+2% +$42.6K 0.04% 412
2021
Q1 		$2.17M Buy
46,071
+2,928
+7% +$129K 0.04% 413
2020
Q4 		$1.76M Buy
+43,143
New +$1.64M 0.04% 389

Other funds holding RSPD

HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LFA
Legend Financial Advisors Pittsburgh, Pennsylvania $176M AUM 57.06% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
LG
Leuthold Group Minneapolis, Minnesota $995M AUM 44.2% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UAS
United Asset Strategies Garden City, New York $1.41B AUM 27.73% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Steward Partners Investment Advisory's RSPD Position: Q4 2025 in Review

Steward Partners Investment Advisory sold out of Invesco S&P 500 Equal Weight Consumer Discretionary ETF (RSPD) in Q4 2025, closing a stake of 85 shares — an estimated $4.89K sold.

Steward Partners Investment Advisory first reported a position in RSPD in Q4 2020 and held it in 20 quarters. The position peaked at $2.32M in Q2 2021. 86 funds tracked by Wall St. Rank hold RSPD as of Q4 2025.

  • Steward Partners Investment Advisory reported no remaining Invesco S&P 500 Equal Weight Consumer Discretionary ETF position as of Q4 2025 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 85 Invesco S&P 500 Equal Weight Consumer Discretionary ETF shares in Q4 2025, an estimated $4.89K.
  • Steward Partners Investment Advisory first reported a position in Invesco S&P 500 Equal Weight Consumer Discretionary ETF in Q4 2020 and held it in 20 quarters.
  • Steward Partners Investment Advisory's Invesco S&P 500 Equal Weight Consumer Discretionary ETF position peaked at $2.32M in Q2 2021.
  • 86 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Consumer Discretionary ETF as of Q4 2025.

Based on Steward Partners Investment Advisory's 13F filing for Q4 2025, filed 12 Feb 2026.