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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
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 $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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
LJAC
L.J. Altfest & Co New York $935M AUM 27.19% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
LG
Leuthold Group Minneapolis, Minnesota $939M AUM 37.7% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Waverly Advisors's RSPD Position: Q1 2026 in Review

Waverly Advisors reduced its Invesco S&P 500 Equal Weight Consumer Discretionary ETF (RSPD) stake by 2.8% in Q1 2026, selling an estimated $8.56K and leaving 5,089 shares worth $272K. The position accounts for ﹤0.01% of the portfolio, ranked #1348.

Waverly Advisors first reported a position in RSPD in Q2 2025 and has held it in 4 quarters since. The position peaked at $314K in Q3 2025. 86 funds tracked by Wall St. Rank hold RSPD as of Q1 2026.

  • Waverly Advisors held 5,089 shares of Invesco S&P 500 Equal Weight Consumer Discretionary ETF worth $272K as of Q1 2026.
  • Waverly Advisors sold 149 Invesco S&P 500 Equal Weight Consumer Discretionary ETF shares in Q1 2026, an estimated $8.56K.
  • Invesco S&P 500 Equal Weight Consumer Discretionary ETF made up ﹤0.01% of Waverly Advisors's portfolio in Q1 2026, its #1348 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 4 quarters since.
  • Waverly Advisors's Invesco S&P 500 Equal Weight Consumer Discretionary ETF position peaked at $314K in Q3 2025.
  • 86 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Consumer Discretionary ETF as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.