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

SYSTM Wealth Solutions’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
2024
Q3 		– Sell
-24
Closed -$1.16K – 515
2024
Q2 		$1.16K Hold
24
– – ﹤0.01% 643
2024
Q1 		$1.23K Sell
24
-393
-94% -$18.9K ﹤0.01% 934
2023
Q4 		$19.8K Buy
+417
New +$17.8K ﹤0.01% 720

Other funds holding RSPD

HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return
AWM
Adams Wealth Management Logan, Utah $455M AUM 22.33% 1-Year Est. Return
CI
CacheTech Inc Logan, Utah $519M AUM 22.06% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
LFA
Legend Financial Advisors Pittsburgh, Pennsylvania $176M AUM 57.06% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
MPCA
Madison Park Capital Advisors Seattle, Washington $140M AUM 16.26% 1-Year Est. Return

SYSTM Wealth Solutions's RSPD Position: Q3 2024 in Review

SYSTM Wealth Solutions sold out of Invesco S&P 500 Equal Weight Consumer Discretionary ETF (RSPD) in Q3 2024, closing a stake of 24 shares — an estimated $1.16K sold.

SYSTM Wealth Solutions first reported a position in RSPD in Q4 2023 and held it in 3 quarters. The position peaked at $19.8K in Q4 2023. 78 funds tracked by Wall St. Rank hold RSPD as of Q3 2024.

  • SYSTM Wealth Solutions reported no remaining Invesco S&P 500 Equal Weight Consumer Discretionary ETF position as of Q3 2024 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 24 Invesco S&P 500 Equal Weight Consumer Discretionary ETF shares in Q3 2024, an estimated $1.16K.
  • SYSTM Wealth Solutions first reported a position in Invesco S&P 500 Equal Weight Consumer Discretionary ETF in Q4 2023 and held it in 3 quarters.
  • SYSTM Wealth Solutions's Invesco S&P 500 Equal Weight Consumer Discretionary ETF position peaked at $19.8K in Q4 2023.
  • 78 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Consumer Discretionary ETF as of Q3 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q3 2024, filed 14 Nov 2024.