Stonebridge Financial Planning Group’s Invesco S&P 500 Equal Weight Consumer Staples ETF RSPS Stock Holding History

Stonebridge Financial Planning Group’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
2026 Q2	$292K	Sell	9,730 -2,747	-22%	-$81.8K	0.09%	151
2026 Q1	$368K	Sell	12,477 -1,021	-8%	-$31.7K	0.14%	138
2025 Q4	$392K	Sell	13,498 -1,822	-12%	-$53.3K	0.14%	131
2025 Q3	$448K	Sell	15,320 -1,072	-7%	-$32.5K	0.17%	125
2025 Q2	$491K	Buy	16,392 +3	+0%	+$90	0.21%	112
2025 Q1	$505K	Sell	16,389 -1,597	-9%	-$47.8K	0.23%	107
2024 Q4	$541K	Buy	17,986 +503	+3%	+$15.7K	0.24%	103
2024 Q3	$566K	Sell	17,483 -6,473	-27%	-$205K	0.27%	97
2024 Q2	$733K	Sell	23,956 -42,704	-64%	-$1.36M	0.37%	77
2024 Q1	$2.2M	Sell	66,660 -4,005	-6%	-$126K	1.16%	21
2023 Q4	$2.22M	Sell	70,665 -2,853	-4%	-$85.4K	1.28%	17
2023 Q3	$2.21M	Sell	73,518 -3,782	-5%	-$124K	1.42%	18
2023 Q2	$2.59M	Sell	77,300 -7,435	-9%	-$254K	1.58%	16
2023 Q1	$2.89M	Sell	84,735 -735	-0.9%	-$24.7K	1.86%	12
2022 Q4	$2.91M	Buy	85,470 +15	+0%	+$503	1.94%	11
2022 Q3	$2.63M	Buy	85,455 +205	+0.2%	+$6.89K	1.84%	13
2022 Q2	$2.83M	Sell	85,250 -4,290	-5%	-$146K	1.92%	13
2022 Q1	$3.03M	Buy	89,540 +560	+0.6%	+$18.8K	1.7%	18
2021 Q4	$3M	Sell	88,980 -3,295	-4%	-$105K	1.57%	18
2021 Q3	$2.94M	Sell	92,275 -3,660	-4%	-$117K	1.44%	22
2021 Q2	$3.07M	Buy	95,935 +5,705	+6%	+$185K	1.63%	16
2021 Q1	$2.88M	Sell	90,230 -10,350	-10%	-$314K	1.68%	16
2020 Q4	$3.04M	Sell	100,580 -1,515	-1%	-$44.8K	1.93%	14
2020 Q3	$3.01M	Sell	102,095 -925	-0.9%	-$26.5K	2.16%	14
2020 Q2	$2.8M	Buy	103,020 +2,600	+3%	+$69.6K	2.38%	9
2020 Q1	$2.62M	Buy	100,420 +6,300	+7%	+$175K	2.61%	10
2019 Q4	$2.75M	Buy	+94,120	New	+$2.66M	2.48%	10

Other funds holding RSPS

CAM

Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

FIBOI

First International Bank of Israel Tel Aviv $367M AUM 14.87% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Stonebridge Financial Planning Group's RSPS Position: Q2 2026 in Review

Stonebridge Financial Planning Group reduced its Invesco S&P 500 Equal Weight Consumer Staples ETF (RSPS) stake by 22% in Q2 2026, selling an estimated $81.8K and leaving 9,730 shares worth $292K. The position accounts for 0.09% of the portfolio, ranked #151.

Stonebridge Financial Planning Group first reported a position in RSPS in Q4 2019 and has held it in 27 quarters since. The position peaked at $3.07M in Q2 2021. 113 funds tracked by Wall St. Rank hold RSPS as of Q2 2026.

Stonebridge Financial Planning Group held 9,730 shares of Invesco S&P 500 Equal Weight Consumer Staples ETF worth $292K as of Q2 2026.
Stonebridge Financial Planning Group sold 2,747 Invesco S&P 500 Equal Weight Consumer Staples ETF shares in Q2 2026, an estimated $81.8K.
Invesco S&P 500 Equal Weight Consumer Staples ETF made up 0.09% of Stonebridge Financial Planning Group's portfolio in Q2 2026, its #151 holding.
Stonebridge Financial Planning Group first reported a position in Invesco S&P 500 Equal Weight Consumer Staples ETF in Q4 2019 and has held it in 27 quarters since.
Stonebridge Financial Planning Group's Invesco S&P 500 Equal Weight Consumer Staples ETF position peaked at $3.07M in Q2 2021.
113 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Consumer Staples ETF as of Q2 2026.

Based on Stonebridge Financial Planning Group's 13F filing for Q2 2026, filed 31 Jul 2026.