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Strategic Wealth Partners’s Invesco S&P 500 Equal Weight Consumer Discretionary ETF RSPD Stock Holding History

Strategic Wealth Partners’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
2026
Q1 		$442K Sell
8,258
-4,764
-37% -$274K 0.03% 206
2025
Q4 		$743K Sell
13,022
-125,097
-91% -$7.05M 0.05% 170
2025
Q3 		$7.97M Buy
138,119
+3,395
+3% +$193K 0.59% 56
2025
Q2 		$7.17M Buy
+134,724
New +$6.78M 0.56% 60
2024
Q4 		$7.1M Buy
+128,638
New +$6.88M 0.59% 61

Other funds holding RSPD

HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
LJAC
L.J. Altfest & Co New York $935M AUM 27.19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PAS
Park Avenue Securities New York $12.8B AUM 19.38% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
LG
Leuthold Group Minneapolis, Minnesota $939M AUM 37.7% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Strategic Wealth Partners's RSPD Position: Q1 2026 in Review

Strategic Wealth Partners reduced its Invesco S&P 500 Equal Weight Consumer Discretionary ETF (RSPD) stake by 37% in Q1 2026, selling an estimated $274K and leaving 8,258 shares worth $442K. The position accounts for 0.03% of the portfolio, ranked #206.

Strategic Wealth Partners first reported a position in RSPD in Q4 2024 and has held it in 5 quarters since. The position peaked at $7.97M in Q3 2025. 86 funds tracked by Wall St. Rank hold RSPD as of Q1 2026.

  • Strategic Wealth Partners held 8,258 shares of Invesco S&P 500 Equal Weight Consumer Discretionary ETF worth $442K as of Q1 2026.
  • Strategic Wealth Partners sold 4,764 Invesco S&P 500 Equal Weight Consumer Discretionary ETF shares in Q1 2026, an estimated $274K.
  • Invesco S&P 500 Equal Weight Consumer Discretionary ETF made up 0.03% of Strategic Wealth Partners's portfolio in Q1 2026, its #206 holding.
  • Strategic Wealth Partners first reported a position in Invesco S&P 500 Equal Weight Consumer Discretionary ETF in Q4 2024 and has held it in 5 quarters since.
  • Strategic Wealth Partners's Invesco S&P 500 Equal Weight Consumer Discretionary ETF position peaked at $7.97M in Q3 2025.
  • 86 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Consumer Discretionary ETF as of Q1 2026.

Based on Strategic Wealth Partners's 13F filing for Q1 2026, filed 12 May 2026.