Stone House Investment Management’s Invesco S&P 500 Equal Weight Consumer Staples ETF RSPS Stock Holding History

Stone House Investment Management’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	-1,144	Closed	-$37.7K	–	426
2024 Q1	$37.7K	Hold	1,144	–	–	0.01%	147
2023 Q4	$35.9K	Buy	1,144 +10	+0.9%	+$299	0.01%	98
2023 Q3	$34.1K	Buy	1,134 +9	+0.8%	+$294	0.01%	92
2023 Q2	$37.7K	Buy	1,125 +5	+0.4%	+$171	0.01%	89
2023 Q1	$38.2K	Buy	+1,120	New	+$37.6K	0.01%	98

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

Stone House Investment Management's RSPS Position: Q2 2024 in Review

Stone House Investment Management sold out of Invesco S&P 500 Equal Weight Consumer Staples ETF (RSPS) in Q2 2024, closing a stake of 1,144 shares — an estimated $37.7K sold.

Stone House Investment Management first reported a position in RSPS in Q1 2023 and held it in 5 quarters. The position peaked at $38.2K in Q1 2023. 118 funds tracked by Wall St. Rank hold RSPS as of Q2 2024.

Stone House Investment Management reported no remaining Invesco S&P 500 Equal Weight Consumer Staples ETF position as of Q2 2024 after selling out during the quarter.
Stone House Investment Management sold 1,144 Invesco S&P 500 Equal Weight Consumer Staples ETF shares in Q2 2024, an estimated $37.7K.
Stone House Investment Management first reported a position in Invesco S&P 500 Equal Weight Consumer Staples ETF in Q1 2023 and held it in 5 quarters.
Stone House Investment Management's Invesco S&P 500 Equal Weight Consumer Staples ETF position peaked at $38.2K in Q1 2023.
118 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Consumer Staples ETF as of Q2 2024.

Based on Stone House Investment Management's 13F filing for Q2 2024, filed 14 Aug 2024.