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

Steward Partners Investment Advisory’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 Q1	–	Sell	-13	Closed	-$408	–	3656
2023 Q4	$408	Hold	13	–	–	﹤0.01%	3377
2023 Q3	$391	Sell	13 -16,432	-100%	-$537K	﹤0.01%	3258
2023 Q2	$551K	Buy	+16,445	New	+$561K	0.01%	903
2023 Q1	–	Sell	-120	Closed	-$4.09K	–	3404
2022 Q4	$4.09K	Buy	+120	New	+$4.02K	﹤0.01%	2835
2021 Q3	–	Sell	-815	Closed	-$26K	–	3303
2021 Q2	$26K	Hold	815	–	–	﹤0.01%	4562
2021 Q1	$25.7K	Buy	+815	New	+$24.7K	﹤0.01%	2352
2020 Q3	–	Sell	-15	Closed	–	–	2838
2020 Q2	$0	Hold	15	–	–	﹤0.01%	2740
2020 Q1	$0	Hold	15	–	–	﹤0.01%	2673
2019 Q4	$0	Hold	15	–	–	﹤0.01%	2718
2019 Q3	$0	Sell	15 -15,375	-100%	-$422K	﹤0.01%	2746
2019 Q2	$411K	Buy	15,390 +5	+0%	+$133	0.02%	608
2019 Q1	$403K	Sell	15,385 -910	-6%	-$22.6K	0.02%	565
2018 Q4	$379K	Buy	16,295 +400	+3%	+$10.1K	0.02%	551
2018 Q3	$408K	Buy	15,895 +650	+4%	+$16.8K	0.02%	559
2018 Q2	$381K	Buy	+15,245	New	+$374K	0.02%	525

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

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 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

Steward Partners Investment Advisory's RSPS Position: Q1 2024 in Review

Steward Partners Investment Advisory sold out of Invesco S&P 500 Equal Weight Consumer Staples ETF (RSPS) in Q1 2024, closing a stake of 13 shares — an estimated $408 sold.

Steward Partners Investment Advisory first reported a position in RSPS in Q2 2018 and held it in 15 quarters. The position peaked at $551K in Q2 2023. 123 funds tracked by Wall St. Rank hold RSPS as of Q1 2024.

Steward Partners Investment Advisory reported no remaining Invesco S&P 500 Equal Weight Consumer Staples ETF position as of Q1 2024 after selling out during the quarter.
Steward Partners Investment Advisory sold 13 Invesco S&P 500 Equal Weight Consumer Staples ETF shares in Q1 2024, an estimated $408.
Steward Partners Investment Advisory first reported a position in Invesco S&P 500 Equal Weight Consumer Staples ETF in Q2 2018 and held it in 15 quarters.
Steward Partners Investment Advisory's Invesco S&P 500 Equal Weight Consumer Staples ETF position peaked at $551K in Q2 2023.
123 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Consumer Staples ETF as of Q1 2024.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2024, filed 15 May 2024.