Wealthspire Advisors (New York)’s Invesco S&P 500 Equal Weight Consumer Discretionary ETF RSPD Stock Holding History

Wealthspire Advisors (New York)’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 Q4	–	Sell	-405	Closed	-$23.4K	–	2503
2025 Q3	$23.4K	Buy	+405	New	+$23K	﹤0.01%	1604
2024 Q1	–	Sell	-4,230	Closed	-$201K	–	665
2023 Q4	$201K	Buy	+4,230	New	+$181K	﹤0.01%	617

Other funds holding RSPD

HIIFS

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

LFA

Legend Financial Advisors Pittsburgh, Pennsylvania $176M AUM 57.06% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Leuthold Group Minneapolis, Minnesota $995M AUM 44.2% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UAS

United Asset Strategies Garden City, New York $1.41B AUM 27.73% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Wealthspire Advisors (New York)'s RSPD Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Invesco S&P 500 Equal Weight Consumer Discretionary ETF (RSPD) in Q4 2025, closing a stake of 405 shares — an estimated $23.4K sold.

Wealthspire Advisors (New York) first reported a position in RSPD in Q4 2023 and held it in 2 quarters. The position peaked at $201K in Q4 2023. 86 funds tracked by Wall St. Rank hold RSPD as of Q4 2025.

Wealthspire Advisors (New York) reported no remaining Invesco S&P 500 Equal Weight Consumer Discretionary ETF position as of Q4 2025 after selling out during the quarter.
Wealthspire Advisors (New York) sold 405 Invesco S&P 500 Equal Weight Consumer Discretionary ETF shares in Q4 2025, an estimated $23.4K.
Wealthspire Advisors (New York) first reported a position in Invesco S&P 500 Equal Weight Consumer Discretionary ETF in Q4 2023 and held it in 2 quarters.
Wealthspire Advisors (New York)'s Invesco S&P 500 Equal Weight Consumer Discretionary ETF position peaked at $201K in Q4 2023.
86 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Consumer Discretionary ETF as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.