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

SVB Wealth’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
2022 Q2	–	Sell	-120	Closed	-$5K	–	829
2022 Q1	$5K	Hold	120	–	–	﹤0.01%	783
2021 Q4	$6K	Hold	120	–	–	﹤0.01%	793
2021 Q3	$5K	Hold	120	–	–	﹤0.01%	994
2021 Q2	$5K	Hold	120	–	–	﹤0.01%	973
2021 Q1	$5K	Hold	120	–	–	﹤0.01%	918
2020 Q4	$4K	Hold	120	–	–	﹤0.01%	855
2020 Q3	$4K	Hold	120	–	–	﹤0.01%	746
2020 Q2	$3K	Hold	120	–	–	﹤0.01%	629
2020 Q1	$2K	Hold	120	–	–	﹤0.01%	579
2019 Q4	$4K	Buy	+120	New	+$4.29K	﹤0.01%	647

Other funds holding RSPD

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

LFA

Legend Financial Advisors Pittsburgh, Pennsylvania $155M AUM 36.74% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

FIM

Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

CFGS

Concourse Financial Group Securities Birmingham, Alabama $1.77B AUM 17.37% 1-Year Est. Return

SVB Wealth's RSPD Position: Q2 2022 in Review

SVB Wealth sold out of Invesco S&P 500 Equal Weight Consumer Discretionary ETF (RSPD) in Q2 2022, closing a stake of 120 shares — an estimated $5K sold.

SVB Wealth first reported a position in RSPD in Q4 2019 and held it in 10 quarters. The position peaked at $6K in Q4 2021. 73 funds tracked by Wall St. Rank hold RSPD as of Q2 2022.

SVB Wealth reported no remaining Invesco S&P 500 Equal Weight Consumer Discretionary ETF position as of Q2 2022 after selling out during the quarter.
SVB Wealth sold 120 Invesco S&P 500 Equal Weight Consumer Discretionary ETF shares in Q2 2022, an estimated $5K.
SVB Wealth first reported a position in Invesco S&P 500 Equal Weight Consumer Discretionary ETF in Q4 2019 and held it in 10 quarters.
SVB Wealth's Invesco S&P 500 Equal Weight Consumer Discretionary ETF position peaked at $6K in Q4 2021.
73 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Consumer Discretionary ETF as of Q2 2022.

Based on SVB Wealth's 13F filing for Q2 2022, filed 16 Aug 2022.