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

Waverly 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
2026 Q2	$251K	Sell	4,479 -610	-12%	-$33.5K	﹤0.01%	1510
2026 Q1	$272K	Sell	5,089 -149	-3%	-$8.56K	﹤0.01%	1348
2025 Q4	$299K	Sell	5,238 -209	-4%	-$11.8K	﹤0.01%	1207
2025 Q3	$314K	Buy	5,447 +1,525	+39%	+$86.8K	﹤0.01%	1021
2025 Q2	$209K	Buy	+3,922	New	+$197K	﹤0.01%	1104

Other funds holding RSPD

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

LJAC

L.J. Altfest & Co New York $1.03B AUM 36.74% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Waverly Advisors's RSPD Position: Q2 2026 in Review

Waverly Advisors reduced its Invesco S&P 500 Equal Weight Consumer Discretionary ETF (RSPD) stake by 12% in Q2 2026, selling an estimated $33.5K and leaving 4,479 shares worth $251K. The position accounts for ﹤0.01% of the portfolio, ranked #1510.

Waverly Advisors first reported a position in RSPD in Q2 2025 and has held it in 5 quarters since. The position peaked at $314K in Q3 2025. 88 funds tracked by Wall St. Rank hold RSPD as of Q2 2026.

Waverly Advisors held 4,479 shares of Invesco S&P 500 Equal Weight Consumer Discretionary ETF worth $251K as of Q2 2026.
Waverly Advisors sold 610 Invesco S&P 500 Equal Weight Consumer Discretionary ETF shares in Q2 2026, an estimated $33.5K.
Invesco S&P 500 Equal Weight Consumer Discretionary ETF made up ﹤0.01% of Waverly Advisors's portfolio in Q2 2026, its #1510 holding.
Waverly Advisors first reported a position in Invesco S&P 500 Equal Weight Consumer Discretionary ETF in Q2 2025 and has held it in 5 quarters since.
Waverly Advisors's Invesco S&P 500 Equal Weight Consumer Discretionary ETF position peaked at $314K in Q3 2025.
88 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Consumer Discretionary ETF as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.