Walker Asset Management’s Invesco S&P 500 Equal Weight Consumer Discretionary ETF RSPD Stock Holding History

Walker Asset Management’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 Q3	$1.16M	Sell	22,525 -350	-2%	-$19.5K	0.59%	34
2026 Q2	$1.28M	Buy	22,875 +1,033	+5%	+$56.8K	0.65%	33
2026 Q1	$1.17M	Buy	21,842 +1,278	+6%	+$73.4K	0.63%	30
2025 Q4	$1.17M	Sell	20,564 -497	-2%	-$28K	0.63%	29
2025 Q3	$1.22M	Buy	21,061 +978	+5%	+$55.6K	0.68%	32
2025 Q2	$1.07M	Sell	20,083 -768	-4%	-$38.7K	0.62%	32
2025 Q1	$1.04M	Sell	20,851 -307	-1%	-$16.3K	0.63%	29
2024 Q4	$1.13M	Sell	21,158 -883	-4%	-$47.2K	0.7%	27
2024 Q3	$1.15M	Sell	22,041 -405	-2%	-$19.7K	0.71%	27
2024 Q2	$1.08M	Sell	22,446 -41	-0.2%	-$1.97K	0.73%	25
2024 Q1	$1.15M	Sell	22,487 -1,111	-5%	-$53.4K	0.76%	24
2023 Q4	$1.12M	Sell	23,598 -505	-2%	-$21.6K	0.81%	22
2023 Q3	$1.01M	Sell	24,103 -1,532	-6%	-$69.1K	0.9%	21
2023 Q2	$1.18M	Sell	25,635 -1,158	-4%	-$49.7K	0.97%	18
2023 Q1	$1.14M	Sell	26,793 -213	-0.8%	-$9.09K	0.99%	19
2022 Q4	$1.06M	Buy	27,006 +1,446	+6%	+$56.3K	0.92%	19
2022 Q3	$893K	Buy	25,560 +1,344	+6%	+$52.4K	0.8%	23
2022 Q2	$864K	Buy	24,216 +3,744	+18%	+$152K	0.78%	26
2022 Q1	$924K	Buy	+20,472	New	+$964K	0.74%	27

Other funds holding RSPD

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

YWM

Yoder Wealth Management Walnut Creek, California $265M AUM 16.95% 1-Year Est. Return

Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return

PFS

Paller Financial Services Centennial, Colorado $130M AUM 16.01% 1-Year Est. Return

Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Newbridge Financial Services Group Boca Raton, Florida $868M AUM 42.47% 1-Year Est. Return

Walker Asset Management's RSPD Position: Q3 2026 in Review

Walker Asset Management reduced its Invesco S&P 500 Equal Weight Consumer Discretionary ETF (RSPD) stake by 1.5% in Q3 2026, selling an estimated $19.5K and leaving 22,525 shares worth $1.16M. The position accounts for 0.59% of the portfolio, ranked #34.

Walker Asset Management first reported a position in RSPD in Q1 2022 and has held it in 19 quarters since. The position peaked at $1.28M in Q2 2026. 13 funds tracked by Wall St. Rank hold RSPD as of Q3 2026.

Walker Asset Management held 22,525 shares of Invesco S&P 500 Equal Weight Consumer Discretionary ETF worth $1.16M as of Q3 2026.
Walker Asset Management sold 350 Invesco S&P 500 Equal Weight Consumer Discretionary ETF shares in Q3 2026, an estimated $19.5K.
Invesco S&P 500 Equal Weight Consumer Discretionary ETF made up 0.59% of Walker Asset Management's portfolio in Q3 2026, its #34 holding.
Walker Asset Management first reported a position in Invesco S&P 500 Equal Weight Consumer Discretionary ETF in Q1 2022 and has held it in 19 quarters since.
Walker Asset Management's Invesco S&P 500 Equal Weight Consumer Discretionary ETF position peaked at $1.28M in Q2 2026.
13 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Consumer Discretionary ETF as of Q3 2026.

Based on Walker Asset Management's 13F filing for Q3 2026, filed 13 Oct 2026.