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

Waterloo Capital’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
Q1 		– Sell
-5,054
Closed -$270K – 414
2024
Q4 		$270K Buy
+5,054
New +$270K 0.03% 306

Other funds holding RSPD

HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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
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
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Waterloo Capital's RSPD Position: Q1 2025 in Review

Waterloo Capital sold out of Invesco S&P 500 Equal Weight Consumer Discretionary ETF (RSPD) in Q1 2025, closing a stake of 5,054 shares — an estimated $270K sold.

Waterloo Capital first reported a position in RSPD in Q4 2024 and held it in 1 quarter. The position peaked at $270K in Q4 2024. 81 funds tracked by Wall St. Rank hold RSPD as of Q1 2025.

  • Waterloo Capital reported no remaining Invesco S&P 500 Equal Weight Consumer Discretionary ETF position as of Q1 2025 after selling out during the quarter.
  • Waterloo Capital sold 5,054 Invesco S&P 500 Equal Weight Consumer Discretionary ETF shares in Q1 2025, an estimated $270K.
  • Waterloo Capital first reported a position in Invesco S&P 500 Equal Weight Consumer Discretionary ETF in Q4 2024 and held it in 1 quarter.
  • Waterloo Capital's Invesco S&P 500 Equal Weight Consumer Discretionary ETF position peaked at $270K in Q4 2024.
  • 81 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Consumer Discretionary ETF as of Q1 2025.

Based on Waterloo Capital's 13F filing for Q1 2025, filed 12 May 2025.