United Capital Financial Advisors’s Invesco S&P 500 Equal Weight Consumer Discretionary ETF RSPD Stock Holding History

United Capital Financial Advisors’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
2023 Q2	–	Sell	-5,130	Closed	-$219K	–	960
2023 Q1	$219K	Hold	5,130	–	–	﹤0.01%	905
2022 Q4	$201K	Buy	+5,130	New	+$200K	﹤0.01%	993
2022 Q3	–	Sell	-5,820	Closed	-$208K	–	1143
2022 Q2	$208K	Sell	5,820 -54,345	-90%	-$2.21M	﹤0.01%	1051
2022 Q1	$2.71M	Sell	60,165 -3,240	-5%	-$153K	0.01%	467
2021 Q4	$3.31M	Sell	63,405 -1,350	-2%	-$69.1K	0.02%	447
2021 Q3	$3.11M	Buy	64,755 +2,145	+3%	+$106K	0.02%	454
2021 Q2	$3.09M	Buy	+62,610	New	+$3.06M	0.02%	459
2017 Q2	–	Sell	-73,530	Closed	-$2.28M	–	1301
2017 Q1	$2.28M	Sell	73,530 -18,105	-20%	-$549K	0.02%	529
2016 Q4	$2.7M	Buy	+91,635	New	+$2.7M	0.03%	498
2015 Q4	–	Sell	-468,537	Closed	-$13.2M	–	1276
2015 Q3	$13.2M	Buy	468,537 +140,463	+43%	+$4.17M	0.16%	139
2015 Q2	$9.89M	Sell	328,074 -14,775	-4%	-$450K	0.11%	218
2015 Q1	$10.2M	Buy	+342,849	New	+$10.2M	0.12%	209

Other funds holding RSPD

Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return

HIIFS

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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

OAM

Oppenheimer Asset Management New York $8.76B AUM 23.12% 1-Year Est. Return

JCM

Janney Capital Management Pittsburgh, Pennsylvania $1.59B AUM 23.25% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

United Capital Financial Advisors's RSPD Position: Q2 2023 in Review

United Capital Financial Advisors sold out of Invesco S&P 500 Equal Weight Consumer Discretionary ETF (RSPD) in Q2 2023, closing a stake of 5,130 shares — an estimated $219K sold.

United Capital Financial Advisors first reported a position in RSPD in Q1 2015 and held it in 12 quarters. The position peaked at $13.2M in Q3 2015. 88 funds tracked by Wall St. Rank hold RSPD as of Q2 2023.

United Capital Financial Advisors reported no remaining Invesco S&P 500 Equal Weight Consumer Discretionary ETF position as of Q2 2023 after selling out during the quarter.
United Capital Financial Advisors sold 5,130 Invesco S&P 500 Equal Weight Consumer Discretionary ETF shares in Q2 2023, an estimated $219K.
United Capital Financial Advisors first reported a position in Invesco S&P 500 Equal Weight Consumer Discretionary ETF in Q1 2015 and held it in 12 quarters.
United Capital Financial Advisors's Invesco S&P 500 Equal Weight Consumer Discretionary ETF position peaked at $13.2M in Q3 2015.
88 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Consumer Discretionary ETF as of Q2 2023.

Based on United Capital Financial Advisors's 13F filing for Q2 2023, filed 14 Aug 2023.