VWM
RSPD icon

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

Valley Wealth Managers’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
2025
Q2 		– Sell
-172
Closed -$8.58K – 367
2025
Q1 		$8.58K Hold
172
– – ﹤0.01% 281
2024
Q4 		$9.19K Buy
+172
New +$9.2K ﹤0.01% 291

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
SWP
Strategic Wealth Partners Independence, Ohio $1.44B AUM 21.2% 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 $155M AUM 36.74% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Valley Wealth Managers's RSPD Position: Q2 2025 in Review

Valley Wealth Managers sold out of Invesco S&P 500 Equal Weight Consumer Discretionary ETF (RSPD) in Q2 2025, closing a stake of 172 shares — an estimated $8.58K sold.

Valley Wealth Managers first reported a position in RSPD in Q4 2024 and held it in 2 quarters. The position peaked at $9.19K in Q4 2024. 81 funds tracked by Wall St. Rank hold RSPD as of Q2 2025.

  • Valley Wealth Managers reported no remaining Invesco S&P 500 Equal Weight Consumer Discretionary ETF position as of Q2 2025 after selling out during the quarter.
  • Valley Wealth Managers sold 172 Invesco S&P 500 Equal Weight Consumer Discretionary ETF shares in Q2 2025, an estimated $8.58K.
  • Valley Wealth Managers first reported a position in Invesco S&P 500 Equal Weight Consumer Discretionary ETF in Q4 2024 and held it in 2 quarters.
  • Valley Wealth Managers's Invesco S&P 500 Equal Weight Consumer Discretionary ETF position peaked at $9.19K in Q4 2024.
  • 81 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Consumer Discretionary ETF as of Q2 2025.

Based on Valley Wealth Managers's 13F filing for Q2 2025, filed 6 Aug 2025.