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 Q2	$300K	Sell	5,362 -2,896	-35%	-$159K	0.02%	256
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 $20.6B AUM 59.59% 1-Year Est. Return

LJAC

L.J. Altfest & Co New York $1.03B AUM 36.74% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Strategic Wealth Partners's RSPD Position: Q2 2026 in Review

Strategic Wealth Partners reduced its Invesco S&P 500 Equal Weight Consumer Discretionary ETF (RSPD) stake by 35% in Q2 2026, selling an estimated $159K and leaving 5,362 shares worth $300K. The position accounts for 0.02% of the portfolio, ranked #256.

Strategic Wealth Partners first reported a position in RSPD in Q4 2024 and has held it in 6 quarters since. The position peaked at $7.97M in Q3 2025. 89 funds tracked by Wall St. Rank hold RSPD as of Q2 2026.

Strategic Wealth Partners held 5,362 shares of Invesco S&P 500 Equal Weight Consumer Discretionary ETF worth $300K as of Q2 2026.
Strategic Wealth Partners sold 2,896 Invesco S&P 500 Equal Weight Consumer Discretionary ETF shares in Q2 2026, an estimated $159K.
Invesco S&P 500 Equal Weight Consumer Discretionary ETF made up 0.02% of Strategic Wealth Partners's portfolio in Q2 2026, its #256 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 6 quarters since.
Strategic Wealth Partners's Invesco S&P 500 Equal Weight Consumer Discretionary ETF position peaked at $7.97M in Q3 2025.
89 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Consumer Discretionary ETF as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.